Tag Archives: S&P TOPIX 150
The Takaichi Trade: How Dispersion Shaped Japanese Active Funds’ Fortunes
Amid a strong year for global equities in 2025, the latest SPIVA® Japan Scorecard showed that most active funds in Japan struggled to outperform their assigned benchmarks. An interesting finding in the report was the striking difference in relative performance between actively managed Japanese Large-Cap funds and Japanese Mid-/Small-Cap funds. Just 49% of Japanese Large-Cap…
- Categories Equities
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Who’s Naughty and Nice
At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…
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No Time to Thrive
S&P DJI has just released the final regional edition of our S&P Index Versus Active (SPIVA®) Mid-Year 2021 Scorecards. The semiannual reports cover the performance of actively managed funds in the U.S., Canada, Latin America, Europe, South Africa, India, Japan, Australia, and our newest regional addition, the Middle East and North Africa (MENA). SPIVA Scorecards…
- Categories Equities, Fixed Income
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2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, Canada, Canada FA, Chile, Europe, Index Investment Strategy, India, Japan, Latin America, Mexico, Passive, S&P 500, S&P Brazil BMI, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P/ASX 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA
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- Equities, Fixed Income
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- 2021, Active, active management, Active vs. Passive, ASX, Australia, Brazil, BSE, Canada, Canada FA, Chile, Europe, Index Investment Strategy, India, Japan, Latin America, Mexico, Passive, S&P 500, S&P Brazil BMI, S&P BSE 100, S&P Chile BMI, S&P Europe 350, S&P Pan Arab Composite, S&P/ASX 200, S&P/BMV IRT, S&P/TSX Composite, Sherifa Issifu, South Africa, SPIVA, SPIVA Around the World, SPIVA Australia, SPIVA Canada, SPIVA Europe, spiva india, SPIVA Japan, SPIVA Latin America, SPIVA Mena, SPIVA South Africa, SPIVA U.S., TOPIX, TSX, US FA
No Alchemy Needed
In January 2015, the total return of the S&P 500 Index was -3.0%. We published this number last Friday evening, after January trading ended, and of course it’s been widely reported since then. It may therefore surprise you to learn that some investors in the S&P 500 reaped a total return of +4.0% in January….
- Categories Equities, Fixed Income, S&P 500 & DJIA
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- Equities, Fixed Income, S&P 500 & DJIA
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