In 2017, the percentage of S&P 500 sales from foreign countries increased slightly, after two years of measured decreases. The overall rate for 2017 was 43.6%, up from 43.2% in 2016, but down from 44.3% in 2015 and 47.8% in 2014, which was at least an 11-year record high. S&P 500 foreign sales represent products and services produced and sold outside of the U.S.
Dive into a broad examination of potential applications for sector indices as analytical tools and portfolio building blocks.
We examine the geographic revenue distribution of the S&P 500 and see what, if any, impact foreign economies and geographically driven market events may have on overall index performance.
International corporate bonds are a large and liquid asset class with generally diversified exposure to interest rate movements, inflation cycles and the political or macroeconomic climate of different countries.
Despite a fair few bumps in the road and against a darkening economic climate, the S&P Europe 350 finished 2014 with a modest gain.
From a U.S. perspective, international corporate bonds refer to bonds issued by non-U.S. corporations in a currency other than the U.S. Dollar.
Investors have traditionally structured global equity portfolios based on regional factors. For example, a typical investment strategy would seek increased diversification or outperformance relative to a benchmark by under- or over-weighting specific regi
Possessing abundant natural resources, Canada is one of the world’s leading suppliers of energy, metals, and mining and energy products, which accounted for approximately 34% of country’s total annual exports as of the end of March 2015.
The benefits of incorporating international equities and other asset classes into the portfolio construction process have been widely cited in investment research and, over time, have been commonly adopted as a basic tenet of asset allocation and portfolio management.
Launched in March 2012, the S&P GIVI™ (Global Intrinsic Value Index) is a rules-based, global equity strategy index designed to capture two well-documented, persistent anomalies in the equity markets - namely, the low-volatility and value anomalies.
S&P Global Equity Indices Monthly Update July 2018
S&P Global Equity Indices Monthly Update January 2017
S&P Global Equity Indices Monthly Update October 2017
S&P Global Equity Indices Monthly Update November 2017
S&P Global Equity Indices Monthly Update August 2018
S&P Global Equity Indices Monthly Update August 2017
S&P Global Equity Indices Monthly Update June 2018
Recent years have seen an explosion of interest in factor investing, smart beta and alternate beta.
This paper discusses the demand and objective of the index and reviews its construction, characteristics, and historical performance in comparison with other onshore or offshore China equity indices.
The S&P 500 contains many of the world’s largest and most recognizable companies, with a global reach of operations, customers, and revenue sources. With the increasing popularity and scale of S&P 500-related products, such as exchange-traded funds (ETFs) and index funds, as well as the derivatives, such as futures and options, there has been a reduction in the typical cost and barriers to entry for S&P 500-linked investments.
S&P Indices does not make any express or implied warranty as
the advisability of investing in securities generally or in S&P indexlinked products or in the ability of the S&P MidCap 500 to track general stock market performance in particular.