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Euan Smith

Quantitative Analyst, Index Investment Strategy, S&P Dow Jones Indices

Euan Smith is a Quantitative Analyst, Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The Index Investment Strategy team provides research and commentary on the entire S&P DJI product set, including U.S. and global equities, commodities, fixed income and economic indices.
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Mar 16, 2026

Digging into the Divide in Global Financials

Since the beginning of 2025, the global Financials sector has experienced a significant shift. For several years, across the developed world, the sector had been sailing in roughly the same direction, though generally the U.S. at a higher rate of knots. In 2025, market winds blew the S&P 500 Financials (Sector) and the S&P World…

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Dec 15, 2025

Factors for All Markets

Recently, much of the financial media has been occupied with discussing the potential of a bubble in markets. Some have compared the current sentiment to the “animal spirits” of the late 1990s.1 Proponents of this view cite stretched valuations, retail-driven speculation and the circularity of transactions as evidence to support their claims. Whether or not…

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