Tag Archives: real estate
Bricks of Transition
The world is undergoing significant changes as it navigates the energy transition, marking a shift toward innovative and more efficient energy sources. In this evolving context, indices can play a crucial role by offering diverse measurements that represent various facets of the energy transition.1 Buildings, which account for a substantial portion of global energy consumption…
- Categories Sustainability, Thematics
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Introducing the Dow Jones Developed Green Real Estate Index
A renewed interest in Real Estate has emerged as declining interest rates tend to bring more favorable conditions to the industry. For 16 of the last 31 years in developed markets, the Real Estate sector has outperformed the broader equity market as measured by relevant indices.1 The COVID-19 pandemic struck at the core of the…
- Categories Sustainability, Thematics
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Measuring Home Prices
Compared to stock and bond markets, where prices update continuously throughout the trading day, the value of residential real estate is hard to observe; and while one buyer’s shares of stock XYZ are interchangeable with another’s, houses are not similarly fungible. Yet the value of an investor’s house is often a significant component of his…
- Categories Thematics
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2023 GICS Changes: S&P Global 1200 Impact Analysis
Revisions to the Global Industry Classification Standard (GICS®) structure are primed to go into effect after the close of business on Friday, March 17, 2023. While the changes are not as extensive as in previous iterations, they affect the GICS structure at all levels and this article examines the impact of the changes on the…
- Categories Equities
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2023 GICS Changes: S&P 500 Impact Analysis
GICS® changes are approaching. On Dec. 15, 2022, S&P Dow Jones Indices and MSCI jointly announced a full list of companies affected by the upcoming revisions to the Global Industry Classification Standard (GICS) structure. Although the 2023 GICS changes are not as extensive as the Communication Services sector change in 2018, there are still significant…
- Categories Equities, S&P 500 & DJIA
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GICS Changes Are Approaching
After the close on March 17, 2023, changes to the Global Industry Classification Standard (GICS®) structure will go into effect in GICS Direct and in S&P DJI’s indices. These changes will affect most sectors and will change what it means to be sector neutral. For example, Exhibit 1 compares the S&P 500 sector weights at…
- Categories Equities
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Why Are U.S. Equities and the Real Estate Sector Relevant to the Chilean Market?
U.S. Equities’ Predominance U.S. equities represent 59.1% of the total global equity market in terms of float market capitalization (FMC) and at least 50% of the weight in 8 of the 11 GICS sectors globally. Given trends and narratives, U.S. equities seem to have an outsized role in explaining performance globally and may help investors…
- Categories Equities
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Performance Update of the S&P/TSX Capped REIT Income Index
Introduced in April 2017, the S&P/TSX Capped REIT Income Index is designed to serve as an income-producing Canadian REIT strategy by overweighting REITs with higher risk-adjusted income distribution yields. The Canadian REIT sector experienced a boom prior to the onset of the pandemic as the index peaked1 on Feb. 20, 2020, its then-highest value since…
- Categories Equities
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How and Why Are Market Participants Accessing REITs in the Current Climate?
Can REITs help unlock potential income opportunities in today’s markets? S&P DJI’s Priscilla Luk and Samsung Asset Management’s Alex Yang take a closer look at practical applications for REITs in the current environment. https://www.youtube.com/watch?v=hEfIxBAfJ2s
- Categories Equities
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- Equities
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Where Are Yield Seekers Uncovering Potential Income Opportunities?
While ongoing market uncertainty has dampened property transactions in Asia and bond yields continue to lag, expanded access to REITs could provide a potential income source for yield seekers in Asia. Samsung Asset Management’s Alex Yang joins S&P DJI’s Priscilla Luk for a closer look at how indexing works for REITs in Asia. https://www.youtube.com/watch?v=Np171BLgA0w
- Categories Equities
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- Equities
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