Tag Archives: S&P Developed BMI
The Global Equity Landscape: Struggles and Surprises in 2024
U.S. equity markets enjoyed a great year in 2024, but the returns in many developed equity markets were found wanting in relative terms and, in many cases, absolute terms as well. With just a few trading days left in 2024, the S&P Developed BMI has gained 22% YTD as of Dec. 13, 2024, with all…
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Clash of Titans: Diverging Global and Emerging Market Mid-Year Active Performance
Much of recent market commentary has been focused on market concentration concerns,1 thanks to the dominance of mega-cap stocks in the U.S., with the S&P 500® Top 50 outperforming the S&P 500 by 5% for the 12 months ending in September 2024. But as we’ve noted in our inaugural SPIVA® Global Mid-Year 2024 Scorecard, concentration…
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2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P China BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, topposts2024, U.S. Equity, US FA
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- 2024, Active vs. Passive, Anu Ganti, core, emerging markets, Global equity, IIS, institutional investor, passive investing, S&P 500 Top 50, S&P China BMI, S&P Emerging BMI, S&P Emerging ex-China BMI, S&P World Ex-U.S. Index, S&P World Index, S&P/IFCI Composite, SPIVA, topposts2024, U.S. Equity, US FA
Getting to Know the S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index
The S&P Developed BMI Select Aerospace & Defense 35/20 Capped Index seeks to measure the performance of constituents from the S&P Developed BMI that are classified in the GICS Aerospace & Defense sub-industry, while adhering to certain size and liquidity criteria. It uses a capped float-market-capitalization-weighted methodology to ensure diversification across its constituents. It is…
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China Equities Diverge from Developed and Emerging Markets
China, the world’s second-largest market by both GDP and stock market capitalization, is showing itself to be a worthy diversifier, with low correlations to other equity markets. While many developed and emerging stock market indices have traded more in sync since the onset of the COVID-19 pandemic, China has performed differently, with both domestic China…
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What Would Emerging Markets Be Without China?
In the first decade of the 2000s, the U.S. and other developed countries fell behind emerging market equities by a wide margin, and they lagged China’s markets in particular: the S&P China BMI grew by 600% in the first decade of the new millennium. The 2010s saw a reversal of fortunes for broad-based emerging market…
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