Tag Archives: S&P 500
Mapping Liquidity across S&P 500 Sectors
Trading linked to S&P 500® sectors has expanded meaningfully in recent years, as market participants increasingly use sector instruments to allocate capital, hedge risk and express relative views within U.S. equities. As participation in index-linked markets has grown, liquidity has become an informative signal, revealing where attention is focused and how risk is being transferred….
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Return of the Macro: Declining Dispersion and Climbing Correlations
As we approach the end of the first quarter, the S&P 500® is down 3% QTD, and underneath the surface, there have been significant crosscurrents at play. Concerns about the impact of AI on software companies have been prevalent, with the S&P Software & Services Select Industry Index down 20% QTD, while chipmakers have remained…
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Why Do U.S. Equities and the S&P 500 Matter in South Korea?
S&P DJI’s Sue Lee examines the importance of the S&P 500 in the global equity opportunity set, key diversification and sector composition differences between notable U.S. equity and Korean benchmarks and the challenges faced by active managers in the U.S. and South Korea to outperform this iconic index.
- Categories Equities, S&P 500 & DJIA
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- Equities, S&P 500 & DJIA
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Seasoning to Taste
Enthusiasm over artificial intelligence (AI) has been one of the driving market forces in recent years, with investors’ expectations that certain companies stand to reap particular rewards from the application of AI propelling their valuations. This dynamic contributed to narrowing leadership among public equity market barometers and, coupled with a growing penchant for companies looking…
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S&P 500 in Focus: Global Trends and Local Insights
How is the continued evolution of the S&P 500 ecosystem helping market participants around the globe express views and manage risk? S&P DJI’s Tim Edwards and Cboe Global Markets’ Mandy Xu explore how the iconic index reflects global trends and how network effects are helping bring increased transparency and price efficiency to markets around the world.
- Categories Equities, Multi-Asset
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- Equities, Multi-Asset
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Big Tech, Breadth and Balance
U.S. equity markets have been whipsawed in the past few days, with initial optimism surrounding Big Tech earnings powering the S&P 500® to an intraday high, and subsequent disappointing reactions to earnings coupled with the Fed’s decision to hold rates steady leading to a sharp retreat for The 500®. The pullback in Tech and the…
2026 Is the Year of the Stock Picker?
Recent market commentary has declared that 2025 was a brutal year for stock picking, with USD 1 trillion pulled out of active equity mutual funds during the year, according to the Investment Company Institute. The year was characterized by sharp double-digit swings for the S&P 500®, and in such environments filled with bouts of volatility,…
- Categories Equities, S&P 500 & DJIA
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Cautioning the Clairvoyant
December is typically when we hear Wall Street strategists announce their forecasts for the S&P 500® for the year ahead, and this year has been no exception: 2026 forecasts have ranged from a relatively bearish 7,100 from Bank of America to a bullish 8,000 from Deutsche Bank. But how accurate have these forecasts been in…
- Categories Equities, S&P 500 & DJIA
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Rallies, Records and Relentless Restlessness: A Tale of Markets in 2025
As 2025 draws to a close, U.S. large caps boast impressive gains: after a rocky start that saw a 19% drawdown, the S&P 500® is up 18% including dividends, as of Dec. 12, significantly above its annualized total return of 10.8% since inception in 1957. The U.S. bellwether also recorded 37 all-time highs this year….
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SPIVA Mid-Year 2025 Results Around the World
For more than 20 years, S&P DJI’s SPIVA® (S&P Indices Versus Active) Scorecards have been evaluating active funds’ performance against their appropriate benchmarks on a biannual basis. The results of our regional SPIVA Scorecards continue to show that active outperformance is rare, especially over the long term.1 Spanning across 11 regions, 54% of all equity…
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