Tag Archives: S&P Total Market Index
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…
- Categories Equities
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- Equities
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Diversification Beyond Borders
Academic theorists often assert the decision of where to invest as more important than the decision of what to invest in. Studies suggest that up to 90% of investment returns are attributable to location. Regional equity indices represent different combinations of geographic and sector exposure. These differences can potentially improve the diversification benefits available when…
- Categories Equities
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- Equities
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Is the S&P 500 Doing Its Job?
On Sept. 4, 2020, S&P DJI’s U.S. Index Committee announced that Etsy, Teradyne, and Catalent were being added to the S&P 500®, replacing H&R Block, Coty, and Kohl’s. The changes attracted significant market attention and sparked a discussion around the names being added to the index, as well as those that were not. These updates…
- Categories S&P 500 & DJIA
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