Tag Archives: S&P United Kingdom
Who’s Naughty and Nice
At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…
- Categories Equities
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Balancing the Scales in U.K. Equity with the S&P 500
Our recent paper Why Does the S&P 500® Matter to the U.K.? argues that the S&P 500 presents an opportunity for U.K. investors to diversify their revenue exposure and sector weights across geographies. Since British investors typically suffer from a substantial home bias, such diversification presents an opportunity to improve the risk/return profile of a…
- Categories S&P 500 & DJIA
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U.K. Small Caps: Mind the Gap!
A gap between the 12-month performances of the S&P United Kingdom SmallCap and S&P United Kingdom SmallCap Select Index hints at a “junk rally” in U.K. stocks, but the longer-term data suggests that those looking to participate in an ongoing recovery in the world’s fourth-largest economy might be wise to maintain a selective approach. As…
- Categories Equities, Factors
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2021, IIS, Index Construction, Index Investment Strategy, institutional investor, investability, liquidity, profitability, S&P United Kingdom BMI, S&P United Kingdom SmallCap, S&P United Kingdom SmallCap Select, S&P United Kingdom SmallCap Select Index, Sherifa Issifu, size, small caps, smallcap, Smallcap Select, U.K., U.K. equities, United Kingdom
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- 2021, IIS, Index Construction, Index Investment Strategy, institutional investor, investability, liquidity, profitability, S&P United Kingdom BMI, S&P United Kingdom SmallCap, S&P United Kingdom SmallCap Select, S&P United Kingdom SmallCap Select Index, Sherifa Issifu, size, small caps, smallcap, Smallcap Select, U.K., U.K. equities, United Kingdom
Navigating Brexit
Despite some warnings from volatility gauges, the market had “priced in” a vote for remain from the UK’s population. This has made for some dramatic headlines, and large movements since the vote to leave the EU was announced. As the market scrambled to make sense of the political chaos, three key themes have emerged from the…
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