In This List

Assessing Gold’s Ascent

S&P CoreLogic Case-Shiller Index Reports 4.8% Annual Home Price Gain in July

S&P Dow Jones Indices Launches Sustainability Screened Versions of Flagship U.S. Equity Indices

A Practical Look at How Risk is Shifting in Sectors

S&P/Experian Consumer Credit Default Indices Show Composite Rate Steady in September 2020

Assessing Gold’s Ascent

  • Length 7:49

What’s driving demand for gold this year? S&P DJI’s Jim Wiederhold and CME Group’s Blu Putnam explore what’s pushing gold prices up and how investors are putting the precious metal to work in portfolios.


S&P CoreLogic Case-Shiller Index Reports 4.8% Annual Home Price Gain in July

NEW YORK, SEPTEMBER 29, 2020 – S&P Dow Jones Indices today released the latest results for the S&P CoreLogic Case-Shiller Indices, the leading measure of U.S. home prices. Data released today for July 2020 show that home prices continue to increase at a modest rate across the U.S. More than 27 years of history are available for these data series, and can be accessed in full by going to www.spdji.com.

Please note that transaction records for March, April, May and June 2020 for Wayne County, MI are now available. Due to delays at the local recording office caused by the COVID-19 lockdown, S&P Dow Jones Indices and CoreLogic were previously unable to generate a valid March, April, May and June 2020 update of the Detroit S&P CoreLogic Case-Shiller indices.

However, there are not a sufficient number of records for the month of July for Detroit. Since Wayne is the most populous county in the Detroit metro area, S&P Dow Jones Indices and CoreLogic will be unable to generate a valid Detroit index value for the September release. When the sale transactions data fully resumes and sufficient data is collected, it will be possible to calculate the Detroit index values for the month(s) with missing updates.

YEAR-OVER-YEAR

The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 4.8% annual gain in July, up from 4.3% in the previous month. The 10-City Composite annual increase came in at 3.3%, up from 2.8% in the previous month. The 20-City Composite posted a 3.9% year-over-year gain, up from 3.5% in the previous month.

Phoenix, Seattle and Charlotte reported the highest year-over-year gains among the 19 cities (excluding Detroit) in July. Phoenix led the way with a 9.2% year-over-year price increase, followed by Seattle with a 7.0% increase and Charlotte with a 6.0% increase. Sixteen of the 19 cities reported higher price increases in the year ending July 2020 versus the year ending June 2020.


S&P Dow Jones Indices Launches Sustainability Screened Versions of Flagship U.S. Equity Indices

NEW YORK, September 24, 2020: S&P Dow Jones Indices (“S&P DJI”), the world’s leading index provider, today announced the launch of Sustainability Screened versions of its widely tracked core U.S. equity indices. The new series includes the S&P 500 Sustainability Screened Index, the S&P MidCap 400 Sustainability Screened Index, and the S&P SmallCap 600 Sustainability Screened Index.

These Sustainability Screened Indices measure the performance of stocks involved in business activities that avoid controversies and are aligned with ESG investors’ values in their respective parent indices. This series is the latest evolution of ESG index innovation as U.S. and global investors further align their sustainability goals with more mainstream investments.

“S&P Dow Jones Indices is proud to be at the forefront of cutting-edge ESG indexing and benchmarking. As a pioneer in this space for more than two decades, we create independent, transparent and trusted ESG indices that enable investors to support more sustainable economies,” said Dan Draper, CEO of S&P Dow Jones Indices.

The Sustainability Screened Indices utilize various filters in their eligibility criteria. For example, the indices exclude companies with specific fossil fuel reserves as measured by Trucost, part of S&P Global. Other companies screened out include those involved in thermal coal extraction and power generation, oil sands extraction, and energy exploration and production. In addition, the indices exclude companies that are involved in controversial weapons, small arms, and tobacco.

As part of this index series debut, BlackRock’s iShares has selected and licensed S&P DJI’s Sustainability Screened Indices to deliver sustainable investing alternatives for its exchange-traded funds in the U.S.

“We are excited to launch iShares ETFs with these newly created sustainability screened versions of S&P’s flagship indices.  These flagship indices are core portfolio building blocks and the new screened versions will provide more choices for sustainable investing. We welcome adding a new suite with S&P’s global brand and ESG capabilities to iShares sustainable platform,” said Carolyn Weinberg, iShares Global Head of Product at BlackRock.

“Since the successful global launch of S&P DJI’s core ESG index series in 2019, we continue to see growing investor appetite for tailored ESG versions of our most popular market-cap weighted indices using more targeted screening approaches. This new index series enables investors to gain a broad exposure to the U.S. stock market while staying consistent with their sustainability values and goals,” said Reid Steadman, Global Head of ESG Indices at S&P Dow Jones Indices.

The research and methodology on the Sustainability Screened Indices are available at www.spglobal.com/spdji.


A Practical Look at How Risk is Shifting in Sectors

  • Length 6:01

How can the relationship between sectors and factors help investors identify market regime changes and inform allocations? S&P DJI’s Anu Ganti and Hamish Preston take a closer look at market trends through the lens of S&P Composite 1500® data.


S&P/Experian Consumer Credit Default Indices Show Composite Rate Steady in September 2020

Bank Card Default Rate Lower for Fourth Consecutive Month

NEW YORK, OCTOBER 20, 2020: S&P Dow Jones Indices and Experian released today data through September 2020 for the S&P/Experian Consumer Credit Default Indices. The indices represent a comprehensive measure of changes in consumer credit defaults and show that the composite rate was down four basis points to 0.63%. The bank card default rate fell 45 basis points to 3.00%. The auto loan default rate rose three basis points to 0.56% and the first mortgage default rate was two basis points lower at 0.46%.

All five major metropolitan statistical areas (“MSAs”) showed lower default rates compared to last month. Miami showed the largest decrease , down 19 basis points to 1.80%. New York was 8 basis points lower at 0.88%, while Los Angeles fell five basis points to 0.71%. The rate for Dallas dropped three basiss points to 0.62%, while Chicago was the one basis point lower at 0.65%.

The table below summarizes the September 2020 results for the S&P/Experian Consumer Credit Default Indices. These data are not seasonally adjusted and are not subject to revision.

The table below provides the index levels for the five major MSAs tracked by the S&P/Experian Consumer Credit Default Indices.


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