All Indices/benchmarks articles – Page 2
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White papers
How to Calculate the Most Important Number You Need to Know
For better or worse, the path of this year’s U.S. Consumer Price Index will determine the level of markets.
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White papers
What do we Learn from a Machine Understanding News Content? Stock Market Reaction to News
Using textual data extracted by Causality Link platform from a large variety of news sources (news stories, call transcripts, broker research, etc.), we build aggregate news signals that take into account the tone, the tense and the prominence of various news statements about a given firm. We test the informational content of these signals and examine how news is incorporated into stock prices.
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White papers
Prospects for emerging equities are encouraging
Next year is likely to be a relatively lacklustre one for global equities. But that would still be a major improvement on the dismal 2022.
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White papers
U.S. markets outlook for 2023
The S&P 500 Index recorded its worst year in more than a decade in 2022, falling 13.1% through to 30 November. And investors face more market volatility in the year ahead as the macroeconomic environment poses headwinds for many companies.
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White papers
Hold the Inflation Victory Lap
Inflation still appears to be the biggest source of potential volatility in the market, and we think that’s because it will remain the dominant economic story for the foreseeable future.
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White papers
Examining the Properties of Forward-Looking Climate Metrics
Forward-looking metrics that project companies’ future climate risks can be crucial tools for market participants seeking to invest not only in firms with strong environmental, social, and governance (ESG) records, but also in firms with solid and carefully constructed plans to improve their ESG performance.
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White papers
Putting Purpose Into Value Investing
Funding future liabilities and beating an index should be the aim when hunting for undervalued companies
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White papers
Climate Data Nuances in Equity Index Portfolios
In our recent paper, “Weathering the Storm: Exploring Climate Strategies,” we explored the main approaches to integrating climate considerations in investment portfolios.
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White papers
Four Key Considerations Within the U.S. Energy Sector
Since the winter of 2020, the energy sector’s weight within the S&P 500 Index has gone from less than 2% to almost 5% as of the end of May 2022. Having more than doubled, how much energy exposure, and in which areas, has become a key consideration for investors in U.S. equities.
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White papers
Environmental markets – Fundamentals will prevail
In their latest market update, Ulrik Fugmann and Edward Lees, co-heads of our Environmental Strategies Group, give their take on the sell-off in equity markets. They reaffirm their positive outlook for environmental stocks whose current valuations do not, in their view, reflect the strong fundamentals of the underlying businesses.
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Webinar
Introducing the FTSE JPX Net Zero Japan Index Series
The next generation of climate transition indexes for Japan’s net zero.
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White papers
Weekly newsletter Macro Views: Correlation shock? Not all hedges are created equal
January has been very volatile so far, with most equity indices falling by double digits and off to the worst start of the year since 2016.
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White papers
Equities: Six Factors Behind Divergence in China-U.S. Markets
Since 2004, the FTSE China H50 Index has largely kept pace with the FTSE Emerging Markets Index as well as U.S. indices such as the S&P 500® and Russell 2000
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Research Report
Thematic equities as an alternative to fully diversified equity portfolios
Thematic equity strategies can also serve as alternative to – or replacements for - global equity portfolios that invest across industry sectors.
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White papers
Out of the Shadows: The rise of emerging Asia
Emerging Asia’s stocks and bonds have experienced a lost decade. In the past 10 years, their returns, in US dollar terms, have lagged those of global indices by a considerable margin. And that is despite the fact that these economies accounted for about 70 per cent of world GDP growth over that period.
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White papers
Commodity Indices - Enhancing Roll Yield: A More Liquid & Diversified Index
Commodity markets have once again returned to the limelight. In early 2020, the spread of COVID-19 sparked a sharp sell-off in energy.
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White papers
China’s vast opportunity set – Best enjoyed undiluted
Allocations to Chinese equity and fixed income should stand alone rather than be part of global or emerging market strategies for investors looking for diversification and potential excess returns from the vast opportunity set that Chinese financial assets represent.
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White papers
Absolute return – An absolute must in fixed income
Classical fixed income is already a source of ‘return-free risk’ in this post-pandemic economy awash with central bank stimulus. Reflationary expectations have expedited the rise in interest rates and aggravated the challenges faced by traditional fixed income strategies and indices.
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White papers
Why now is the time for active management in US equities
We believe now may be the best time in recent history to invest with an active approach in US equities.
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White papers
Avoiding undue equity risk: Preparing for what is ahead in markets
Just one year removed from the start of the pandemic and subsequent economic crisis, investors are again attempting to make sense of market highs. With little place else to turn for potential returns, institutional investors continue to add to equity exposure.
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