S&P

Funds management

Bond funds demonstrating consistent top-quartile performance

Some 44 per cent of top quartile bond funds in 2021 remained in the top quartile two years later, according to S&P Dow Jones research, far higher than their equity counte...

Funds management

The need for collaboration to avoid greenwashing

Fund managers should work collaboratively with data providers to minimise greenwashing risks in their products as a positive ESG score can be a “gamechanger” for a fund’s...

Funds management

Which market performed best in 2021?

As the pandemic dragged on for a second year, which global market best navigated the uncertainty and volatility?...

Funds management

SPDR improves ESG-approach of ETFs

Investors will now have access to an ESG-focused global real estate ETF among a number of changes made by SPDR in light of investor demand....

Funds management

Aussie funds struggle to maintain performance in long term

Only 1% of Australian high-performing funds have outperformed their benchmarks for five consecutive years, according to S&P Dow Jones....

Funds management

All-Tech index sees 41% growth in first year

Afterpay has accounted for nearly three-quarters of growth of the S&P/ASX All Technology index as it passes its one-year anniversary and 26 new companies are added....

Policy & Regulation

S&P rains on Victoria's economic parade

Deloitte Access Economics may have delivered Victoria a solid growth forecast for 2021 but the latest ratings downgrade from Standard and Poor’s suggests a very different...

Funds management

Markets withstand COVID-19 volatility

Despite a global pandemic, data from FE Analytics has found only two major stockmarkets ended the year in negative territory. ...

Funds management

AMP defends itself after S&P ratings downgrade

A ratings downgrade generated by the sale of AMP Life has seen the company defending the strength of its balance sheet....

Funds management

Biotech and healthcare funds unable to escape global sell-off

Despite the world rushing to find a vaccine for COVID-19, biotech and healthcare funds have not been able to maintain their former strong returns. ...

Funds management

S&P and ASX create $100 billion tech index

S&P and the Australian Securities Exchange have jointly created an All Technology index which will launch on 24 February and have a total market capitalisation of more th...

Funds management

Bushfires impact stock and sector exposures

The implications of bushfires will have a significant impact on consumers, business and infrastructure assets across the country, including a number of sector and stocks,...

Features

Downside of ETFs and passive investing

In its latest white paper, Epoch Investments Partners explores the impact that passive investing has had on market efficiency, and what investors need to consider in such...