All Indices/benchmarks articles
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White papersCIO Weekly: To Infinity and Beyond…SpaceX’s IPO
The SpaceX IPO is without precedent in scale and structure. Its implications for markets, indices and portfolios extend well beyond the deal itself.
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BlogIt’s time to include listed companies in your impact strategy
Our investment landscapes are changing. New risks like social unrest, extreme weather events, and geoeconomic stress have officially moved into the mainstream. One in two experts polled by the World Economic Forum expects risk levels to increase sharply this year and to continue climbing. The top five risks identified are geoeconomic confrontation (18% of votes), state-based armed conflict (14%), extreme weather events (8%), social polarisation (7%) as well as misinformation and disinformation (7%). These trends reflect a world where ethical foundations are eroding, amplifying instability and risk.
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White papersCapturing Consistent Return Streams in Capricious Equity Markets
For much of the past decade, equity investing has been defined by abundance. Strong beta, sustained momentum and a narrow group of market leaders meant that returns often came easily, just by being invested.
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PodcastBeyond Macro: A Value Lens on Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn’t the macro backdrop, but the price you pay?
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Interview“Small and mid-caps are better suited to an impact strategy”
Triodos Investment Management and STOXX recently launched the iSTOXX Triodos Developed Markets Mid and Small Cap Impact Index, a custom-built index derived from the iSTOXX Triodos Developed Markets Impact All Cap Index. Dimitri Willems, portfolio manager of the Triodos Pioneer Impact strategy, and Ronald Waals, Business Development Manager Institutional, explain the added value of this index and why small and mid-cap companies offer great impact potential.
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White papersAI Boom or Bubble? Lessons from the Dot-Com Period
The rapid growth of artificial intelligence has led investors to question whether the recent rally in AI-related stocks is a sign of a speculative bubble. This paper compares the current AI driven market to the dot-com boom of the late 1990s.
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Asset Manager NewsAchmea Real Estate delivers outperformance across the board for clients
Achmea Real Estate delivered returns in 2025 across all its real estate funds and client portfolios (separate accounts) that exceeded the MSCI benchmarks*. All client portfolios recorded clear outperformance.
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White papersAI’s growing economic footprint: A new era for markets
AI adoption is accelerating productivity and investment, marking a structural shift in market dynamics.
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White papersPrincipal Well-Being Index: AI’s effect on staffing
The latest survey of 1,000 small and medium businesses shows that AI adoption has not resulted in planned staffing or wage cuts — instead, most firms expect AI to drive growth, with upskilling and retraining rather than layoffs being the likely outcome.
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White papersMarket Snapshot: Japanese stocks rally on election result
Market Snapshot is a weekly view from our portfolio managers, offering sharp, thematic insights into the trends shaping markets right now.
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White papersIndex investing and Dr. Frankenstein’s creation
Something changes when the benchmark takes on a life of its own.
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White papersWhich indices have surprised on the upside?
As summer season in the northern hemisphere begins to wrap up, we take a rollcall of the indices that have outdone themselves so far this year.
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White papersPatient investing in India: opportunities and challenges in a rapidly changing economy
Investment returns in the subcontinent have been primarily driven by India since she liberalised her economy in 1991. Investment into one of the earlier Indian indices would have yielded compounded annual returns of approximately 9% in US dollars, from December 1992 to end of March 2025. This compares very favourably with other global and emerging market indices over the same period.
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White papersPrivate Credit 2.0 Is Here
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
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White papersChina’s ‘Sputnik moment’
China’s tech sector is surging, fuelling a broader market rally that has grabbed investor attention. With top Chinese companies taking a lead in innovation, the country is gaining influence in cutting-edge industries like AI. Can it sustain the momentum?
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White papersThe value of vehicles: ETFs vs. index funds and segregated mandates
ETFs are a relatively newcomer to the investment world but have recorded spectacular growth since their launch in 1990. Total AUM in ETFs have now reached USD 14 trillion globally, and exceed AUM in hedge funds. Given ETFs’ increasing share of overall index assets, we believe investors need to be aware of their specifics when selecting an investment vehicle for their index portfolio.
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White papersA short guide to index selection: A multi-step process requiring both quantitative and qualitative inputs.
The indexing industry has changed and evolved significantly since the first indexed equity portfolio was launched in 1971. More than USD 24 trillion is now invested on a passive basis globally – tracking a wide range of benchmarks across different asset classes in a variety of investment vehicles.
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White papersPositive on Equities, Cautious on the S&P 500
Why we think 2025 could bring a long-awaited reward for the discipline of diversification.
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White papersEmerging Markets Debt Under Trump 2.0
EMD has been more resilient after November’s election than it was after the 2016 result—so, what has changed, and will this resilience last?
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White papersUK equities: don’t believe the doom mongers
Remember Tony Blair? When Labour won a landslide election victory in 1997 after 18 years of Conservative rule, it inherited an economy on the rebound after a bout of inflation and high interest rates in the early 1990s. In the months that followed, sterling surged and UK stocks rallied.
