All Indices/benchmarks articles – Page 2
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White papers2024 U.S. election: The importance of staying invested
It can be easy for investors to let their political persuasions impact their long-term financial judgment. However, allowing the outcomes of elections, particularly ones as polarized as what investors are facing this fall, to trigger an adjustment to portfolio allocations or even a withdrawal from markets entirely, has historically ...
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White papersGlobal REITs: Out of favour, but rarely better!
The narrative on Global REIT price weakness in recent years has centred on the rapid rise of interest rates, headlines about the demise of the office, and concerns about the health of bank lending to commercial real estate. Whilst there is merit to some of these concerns, they mask the reality of a listed real estate sector in strong shape.
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White papersThree investment ideas from earnings season
Quarterly earnings for most companies in the S&P 500 Index have exceeded expectations. Businesses continue to cut costs, pass on price increases to consumers and find new areas of growth.
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White papersThe Pitfalls of Investing In Factor Indices
Factor indices are a far cry from “passive” investing and may be ill-designed to deliver optimal risk-adjusted returns.
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White papersImplementation Alpha: Adding Value in Indexed Fixed Income
Achieving benchmark performance in an indexed fixed income portfolio requires more than a passive approach. Read about State Street Global Advisors techniques to exploit market inefficiencies and deliver what we call ‘implementation alpha’.
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White papersThe Grey Wave – Opportunities in U.S. Seniors Housing
U.S. Seniors Housing is attracting increased investor focus due to an aging population which will provide landlords with a demand tailwind coupled with some insulation from short term economic cycles. In just the past few years, the larger seniors housing landlords have recast the relationship with their tenants, and this has positioned those property owners to benefit from similar operational improvements already seen across many other commercial property sectors.
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White papersPrivate Markets Update
Private equity performance has thus far held up well in 2023 as the market landscape shifted and key trends emerged across the phases of the private equity cycle: fundraising, deal activity, debt financing and exit opportunities.
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White papersAre markets pricing in manufacturing’s comeback?
A significant number of surveys are pointing to a recovery in manufacturing. This is usually the most cyclical sector of an economy, and many economists choose to dissect it to interpret the economic cycle. In this weekly edition of Simply put, we ask whether this recovery can generate an upturn in corporate earnings.
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White papersThe Active Foundations of Sustainable Investing
As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
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White papersTaking Stock
As we reach the halfway point of an unexpected year for markets, what’s next for equities?
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VideoA tale of two indices
In our latest video insight, Fraser Lundie, Head of Fixed Income (Public Markets), shares his view on the diverging VIX and MOVE indices, and why he believes the market is at a turning point.
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White papersThe Fine Print of Indexation
A look at opportunity costs, long-term risks and complementary solutions.
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White papersA Tale of Two Indices
How an “optical illusion” might be making the S&P 500 look more expensive, and better-performing, than it really is.
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White papersClimate Transition: Choosing an Index
Climate transition strategies involve challenging implementation questions. Among the most important is choosing an index. This paper explores the trade-offs and makes a case for using standard market indexes.
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White papersUnlocking the Investment Potential of “S” in ESG
Social issues are perhaps the most difficult to research and least understood by investors with an environmental, social and governance (ESG) focus. But the risks and opportunities they represent are growing, and investors need a way to step up to the challenge.
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White papersNo Country Thrives on an Empty Stomach
In this follow-up on EM vulnerability to rising food prices and political instability, we update our analysis on food prices and incorporate countries’ unemployment numbers using a misery index.
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White papersLow volatility equities: the bursting of a bubble or just interest rate exposure?
The MSCI World Minimum Volatility Index has had a very poor run of performance recently. In absolute terms the index generated a negative cumulative performance of minus 5.7% for the period from 1 July 2016 through 30 November 2016. Over the same period the MSCI World Index generated a positive return of 4.3%.
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White papersLow-volatility equities under COVID-19
Many investors consider low-volatility stocks to be reliable defensive equity investments over the long term, delivering higher risk-adjusted returns than traditional market capitalisation indices.
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White papersSNB wary of inflation amid seismic FX policy shifts
The SNB lifted rates at its last policy meeting, undeterred by the uncertainty plaguing the banking sector and resolutely focusing on inflation. We explore recent monetary policy developments, including profound changes in how the central bank regards and communicates on foreign currency interventions.
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White papersFinding secure income in inflationary times
Renos Booth, Isabel Gossling and Kris McPhail discuss what real estate long-income strategies can deliver in the face of spiking inflation across Europe.
