Tag Archives: Mexico
Above Mexico’s Stock Arena: The Finale
As we wrap up our discussion on the S&P/BMV IPC CompMx Trailing Income Equities ESG Tilted Index, it is important to explore the context surrounding its recent performance and emphasize the cyclical dynamics of sector movements. In our previous blog, we examined how the index had underperformed relative to the broader S&P/BMV IPC as of…
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Above Mexico’s Stock Arena: The Sequel
Since its launch in 2021, the S&P/BMV IPC CompMx Trailing Income Equities ESG Tilted Index has outperformed the S&P/BMV IPC, Mexico’s broad equity benchmark, by a cumulative 1.33% (see Exhibit 1). Additionally, the index achieved a higher S&P Global ESG Score of 60 compared to the S&P/BMV IPC’s score of 57. However, as of Aug….
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The Evolution of the S&P/BMV IPC Ecosystem
Since its inception in 1978, the S&P/BMV IPC has served as Mexico’s flagship equity index, tracking the performance of the 35 largest and most liquid stocks listed on the Bolsa Mexicana de Valores (BMV). Over the decades, the index has become a cornerstone of the Mexican financial market, and the ecosystem surrounding it has grown…
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How Have the S&P/BMV IPC Leverage and Inverse Indices Performed in Volatile Periods?
Leveraged and inverse indices are widely used by investors looking for a measurement that magnifies performance or hedges against market downturns. For the Mexican equity market, S&P DJI provides market participants with an amplified or inverse view of the S&P/BMV IPC through the S&P/BMV IPC 2X Leverage Daily Index and S&P/BMV IPC Inverse Daily Index,…
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Above Mexico’s Stock Arena
Launched in 2021, the S&P/BMV IPC CompMx Trailing Income Equities ESG Tilted Index tracks the performance of constituents in the S&P/BMV IPC CompMx Trailing Income Equities Index, which is designed to measure the performance of large and liquid stocks listed on the BMV that have paid an average dividend greater than zero over the past…
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How the Improvement of Sustainability Data Enables a More Robust S&P/BMV Total Mexico ESG Index
In partnership with Bolsa Mexicana de Valores (BMV Group), S&P Dow Jones Indices (S&P DJI) launched the S&P/BMV Total Mexico ESG Index in June 2020, providing investors an opportunity to express their views on Mexican equities with a sustainability lens. The index is designed to measure the performance of stocks within the S&P/BMV Total Mexico…
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The S&P/BMV IPC during Each Presidential Administration in Mexico
On Oct. 1, 2024, a new presidential administration took office in Mexico amid a series of constitutional reforms and a new political landscape. Political change can create uncertainty, so it is useful to analyze past periods to identify trends and gain insights on the effects of similar events. How did the S&P/BMV IPC and the…
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What Makes the S&P/BMV Ingenius Index Different?
See how the S&P/BMV Ingenius Index provides the Mexican market with a dynamic lens for tracking global innovation.
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Beyond Diversification: U.S. Equity and Sector Relevance in Mexico
Many investors tend to overweight domestic equities, a phenomenon known as home bias. Mexican investors may be inadvertently neglecting the breadth of global equity markets by focusing primarily on local options. The significant representation of the U.S. equity market means that some investors risk overlooking a significant portion of the global equity market and the…
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Meet the New and More Diversified S&P/BMV IPC
S&P Dow Jones Indices launched a consultation in May 2023 proposing certain methodology changes to the S&P/BMV IPC with the overall goal of reducing single-stock concentration and simplifying rather complex eligibility and selection criteria. After receiving feedback from market participants, a revised version of the proposal was approved in September 2023 and a two-phased implementation…
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