Tag Archives: Joseph Nelesen
Picking a Path with S&P 500 Sectors
In February 2025, U.S. equity markets reflected general unease over an unpredictable future. Worries about the probability of tariffs and their impact on growth and inflation weighed on the minds of investors who also had to contend with weaker economic data and questions about the sustainability of mega-cap tech earnings. Against this backdrop, the S&P…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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Beginnings and Blends: S&P 500 Sector Performance in the New Year
No matter how vast the index landscape becomes, sectors remain central to the conversation. From TV studios to trading floors, and around the world, the 11 GICS® sectors are widely recognized and discussed, reflecting their enduring utility as indicators of which way markets and economic winds are blowing. They are also valuable building blocks for…
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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How Indexing Works for Model Portfolios
What’s the role of indices in constructing and evaluating model portfolios? S&P DJI’s Joseph Nelesen and BlackRock’s Elise Terry explore how indexing is changing the landscape for advisors and their clients and helping a range of market participants build and assess models across the asset class spectrum.
- Categories Equities
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These Go to 11: Diversification with S&P 500 Sectors
Many strategies (including passive ones) hold large allocations to Information Technology. A “barbell” approach can mitigate risk from high exposure to one sector by pairing it with another. Do you remember sending your first email? For many, it was likely around the mid-1990s when a “googol” was still 10^100 rather than a verb and the…
- Categories S&P 500 & DJIA
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