Tag Archives: S&P 500 Sectors
Stocks, Sectors and Success?
The recent market rotation toward small caps and value has also extended toward sectors,1 with Technology, which was one of the top-performing sectors of 2025, turning from a leader into a laggard in January. Meanwhile, cyclical sectors including Energy and Materials have outperformed. But how challenging have the conditions been for sector allocators? Exhibit 1…
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Terrible Twos
Life has been a little eventful since we last checked in. Under normal circumstances, this blog would review March and Q1 performance of S&P 500® sectors and blends. Yes, tariffs are the elephant in the room we’ve been unable to avoid all year, but as of April, that elephant seems to have invited the rest…
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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…
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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…
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Shifting Equity Sensitivities with S&P 500 Sectors
Broad-based benchmarks such as the S&P 500® and S&P SmallCap 600® demonstrated an upbeat response to the U.S. presidential election, rising 6% and 11%, respectively, in November 2024. The spread in U.S. size segments was more muted relative to S&P 500 sectors. Exhibit 1 presents the November 2024 cumulative total return of the S&P 500…
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GICS’ Silver Jubilee
The Global Industry Classification System (GICS®) celebrated its 25th birthday in August 2024. Jointly maintained by S&P Dow Jones Indices (S&P DJI) and MSCI, GICS offers a common way to talk about market segments and their respective performances. GICS primarily uses revenues to group companies according to their principal business activities, with earnings and market…
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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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Explaining Changes to Select Sector Indices
Launched in the late 1990s, the Select Sector® indices measure the performance of S&P 500® sectors; each S&P 500 company is assigned to one of the 11 Select Sector indices, based on the Global Industry Classification Standard (GICS®) framework. The indices serve as the basis for an ecosystem of financial products, which in turn allow…
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The Sector Effect during U.S. Presidential Election Years
History suggests that sectors have a greater potential to over- and underperform during U.S. presidential election years. Join S&P DJI’s Ed Ware, Anu Ganti and Hamish Preston for a closer look at some of the drivers behind election years’ tendency to offer greater sector outperformance opportunities than non-election years.
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Frequent Flyers
Planes are interesting places, airborne aluminum tubes stuffed with strangers from all walks of life, including seatmates prodding with the proverbial ice-breaker, “So, what do you do?” Overhearing many such conversations, I’ve found complicated job descriptions elicit blank stares and subsequently lead to higher-level answers such as “Well, I’m in tech,” or “I work in…
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