Tag Archives: S&P Kensho New Economies Composite Index
Why Indexing Can Be Applied to Thematics
Index funds, which hardly existed 50 years ago, now play a prominent role in global financial markets. But passive investing does not dominate in every market segment. Recently, we have seen exponential growth in so-called “thematic” investing, with a proliferation of themes in areas like cybersecurity, robotics and electric vehicles. This more granular space is…
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Kensho Correlations
The Wall Street Journal reported that many active managers struggled to outperform the market in 2021. This underperformance is not surprising, as we observed less than ideal prospects last year for active management both in the U.S. and globally. Dispersion and correlation provide convenient lenses through which to analyze stock selection conditions. All else equal,…
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2020 – The Dawn of the Passive Investing Era in India: Part One
The year 2020 has brought about many unexpected turns of events. The COVID-19 pandemic, which will be marked in history as one of the most-acute pandemics that the world has had to experience, is one. Another area that has seen a transformation in the financial investing space is the realization and acceptance of passive investing….
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