Can We Measure the Value of Research?
How much should a portfolio manager be willing to pay for research? S&P DJI’s Craig Lazzara and Hamish Preston explore a framework for estimating relative research values across markets and constituents.
How Do the GICS® Changes Impact the Sector Toolkit?
Take a practical look at sector strategies in the wake of the GICS reshuffle. S&P DJI’s Shaun Wurzbach sits down with SSGA’s Rob Forsyth, Beaumont Capital Management’s Dave Haviland, and Swan Global Investment’s Randy Swan to discuss where sharper sector tools may fit as portfolio building blocks.
What Are the Implications of the GICS® Changes?
S&P DJI’s Head of U.S. Equities, Jodie Gunzberg, and SSGA’s Head of ETF Strategists, Rob Forsyth, examine what the GICS® changes mean at the sector, industry, sub-industry, and company level.
Sector Strategies for a New GICS® Landscape — What’s Changing and Why?
Are you prepared for the GICS reshuffle? Gain a better understanding of how the sector changes impact S&P DJI’s sector indices, the ETFs that track them, and how sharper sector tools can be implemented to unlock the global opportunity set with precision.
Technology Sector Momentum Cuts Both Ways
How is the technology sector influencing the broader market and how can S&P DJI sector data inform advisor strategies? CFRA’s Lindsey Bell joins S&P DJI’s Shaun Wurzbach and Anu Ganti to discuss dispersion, factor exposures, and fundamentals in the technology sector. For more sector data view the latest Sector Dashboard.
Using Sectors in a Top-Down Research-Driven World
How are advisors on the cutting edge using tactical sector tools? W.E. Donoghue and Company’s CIO John A. Forlines, III, sits down with S&P DJI’s Ed Ware to discuss the role of the GICS® sector framework in building tactical equity strategies. For more with John A. Forlines, III, and S&P DJI watch: Rotating Sectors to Unlock Cyclical Alpha For more with John A. Forlines, III, and S&P DJI watch: Rotating Sectors to Unlock Cyclical Alpha
Rotating Sectors to Unlock Cyclical Alpha
How can advisors use sectors to navigate market cycles? W.E. Donoghue and Company’s CIO John A. Forlines, III, sits down with S&P DJI’s Jodie Gunzberg and Ed Ware to discuss the potential role of sector rotation and sector allocations in addressing market risks.