How and Why the S&P MidCap 400 Has Outperformed
Could investors still be overlooking the mid-cap equity sweet spot? S&P DJI’s Louis Bellucci and Hamish Preston take a closer look at the driving forces behind mid-caps’ 25-year run and explore the potential benefits of dialing up exposures in core portfolios.
Getting Tactical with International and Equal-Weight Sectors
How are sector strategies being used to target alpha with precision in markets around the globe? S&P DJI’s Ed Ware and Anu Ganti join WST Capital Management’s Elizabeth Marchetti to discuss the range of tactical applications for international and equal-weight sectors.
Focus On Cleaner Energy
ClearBridge Investment's Portfolio Manager Derek Deutsch, CFA, highlights strong performers in Q2 2019 and the Strategy's ESG approach in the industrials sector.
Should the Fed Cut Rates?
Scott Minerd, Chairman of Investments and Global CIO from Guggenheim Partners discusses his position on whether or not the Fed should cut Fund Rates.
Transforming an Advisor Practice from Mutual Funds to ETFs Using Factors
How are SPIVA® data and factor innovations influencing some advisors’ transition to passive? S&P DJI’s Brent Kopp sits down with SGH Wealth Management’s Sam Huszczo for a practical look at going passive.
Powering ESG with Data: Meet the S&P DJI ESG Scores
Explore how a powerful new data set is redefining the ESG toolkit. S&P DJI’s Mona Naqvi and RobecoSAM’s Manjit Jus discuss what’s captured by S&P DJI ESG Scores, how they work within the S&P DJI ESG Indices, and other ways investors can use this data to inform their ESG decisions.
Getting Active with Sectors
What’s the role of S&P 500® sectors in risk, pricing, and active returns? S&P DJI’s Tim Edwards joins Rebecca Chesworth of SPDR ETFs to explore how and why some investors are getting active with sectors.
Integrating ESG Values into the Core
How can market participants improve ESG performance while retaining broad market exposure without sacrificing performance? S&P DJI’s Mona Naqvi and UBS Asset Management’s Andrew Walsh discuss recent developments in Core ESG, including the S&P 500® ESG Index.
Who's Hiring in the U.S.? Getting to Know the S&P 500 LinkUp Jobs Indices
Is it possible to predict where the job market is heading? S&P DJI’s Daniel Perrone sits down with LinkUp’s President and CEO Toby Dayton to discuss how the S&P 500 LinkUp Jobs Index is changing the economic indicator landscape.
Exploring the Low Volatility Anomaly
What’s driving the continued rise of low volatility strategies globally? S&P DJI’s Tim Edwards and Craig Lazzara challenge conventional wisdom about risk and return while discussing findings from our latest research on the low volatility anomaly.
Opportunities in Equities and High-Yield Bonds
The markets have had a great start to the year, and the conditions for continued positive momentum are beginning to take shape. In this video, Dan Bastasic explains why he expects the U.S. equity market to return 12–14% for 2019, and why the high-yield bond market is likely the best place for fixed-income investors to find yield this year. He also offers his thoughts on the Canadian equity market and discusses his outlook for corporate earnings.
Investing in Quality and Long-Term Value
The last month of 2018 was a difficult one for equity investors, but for Joe Jugovic, it was a perfect opportunity to top up his positions in some of his favourite value names. In this video, he identifies key areas of the market he believes are best positioned for attractive returns in the months ahead. He also discusses his outlook for value, identifies key risk factors and explains why he believes IA Clarington Global Equity Fund continues to be an excellent choice for investor portfolios.