In This List

Evolution in Investment Management. What Is Happening, and Why?

Using Index Data to Inform Investment Strategies

S&P Corelogic Case-Shiller Index Shows Annual Home Price Gains Soared To 7% In September

S&P/Experian Consumer Credit Default Indices Show Lower Composite Rate in October 2020

Building a Sustainable Core with the S&P 500 ESG Index

Evolution in Investment Management. What Is Happening, and Why?

  • Length 20:26

S&P DJI’s Craig Lazzara examines the effectiveness of indexing in building a stable core and takes a closer look at why passive investing is here to stay in markets around the globe.


Using Index Data to Inform Investment Strategies

  • Length 8:53

S&P DJI's Tim Edwards explores how financial advisors can use index data, human behavior, and SPIVA® results to inform allocations and better understand assumptions about active fund performance.


S&P Corelogic Case-Shiller Index Shows Annual Home Price Gains Soared To 7% In September

NEW YORK, NOVEMBER 24, 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 September 2020 show that home prices continue to increase 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 https://www.spglobal.com/spdji/.

Please note that transaction records for August 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 August 2020 update of the Detroit S&P CoreLogic Case-Shiller indices.

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

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 7.0% annual gain in September, up from 5.8% in the previous month. The 10-City Composite annual increase came in at 6.2%, up from 4.9% in the previous month. The 20-City Composite posted a 6.6% year-over-year gain, up from 5.3% in the previous month.

Phoenix, Seattle and San Diego continued to report the highest year-over-year gains among the 19 cities (excluding Detroit) in September. Phoenix led the way with an 11.4% year-over-year price increase, followed by Seattle with a 10.1% increase and San Diego with a 9.5% increase. All 19 cities reported higher price increases in the year ending September 2020 versus the year ending August 2020. 


S&P/Experian Consumer Credit Default Indices Show Lower Composite Rate in October 2020

NEW YORK, NOVEMBER 17, 2020: S&P Dow Jones Indices and Experian released today data through October 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 10 basis points to 0.53%. The bank card default rate fell 20 basis points to 2.80%. The auto loan default rate rose three basis points to 0.59% and the first mortgage default rate was 11 basis points lower at 0.35%.

All five major metropolitan statistical areas (“MSAs”) showed lower default rates compared to last month. Miami showed the largest decrease, down 67 basis points to 1.13%. New York was 30 basis points lower at 0.58%, while Los Angeles fell 18 basis points to 0.53%. The rate for Chicago dropped seven basis points to 0.58% while Dallas was one basis point lower at 0.61%.

The table below summarizes the October 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.


Building a Sustainable Core with the S&P 500 ESG Index

  • Length 13:45

As demand for ESG continues to grow, how is the S&P 500 ESG Index helping investors reinforce core allocations and align objectives with ESG values? S&P DJI’s Maggie Dorn and State Street Global Advisors’ Brie Williams take a closer look at the potential benefits of putting this index to work in purpose-built portfolios.


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