MSCI Rebalancing Impact
Every quarter, MSCI’s index rebalancing announcements offer a potential windfall to traders who take positions in added or deleted stocks. A Risky Finance visualisation shows how it works.
AI Transformation of the S&P 500
Two new visualisations show how AI transformed the S&P 500, and will continue to do so in the future.
Top-Heavy S&P 500 Index
The top-heaviness of the S&P 500 index has a quality all of its own, with tech companies rivalling nation states.
UK Listing for ARM Holdings
The UK government is desperate for Softbank-owned ARM Holdings to have a UK listing. But reversing the long-term trend toward foreign ownership of UK assets requires a rethink of the regulatory and tax obstacles to UK share ownership.
Implications of the Strong Dollar
Now that the dollar has reached 30-40 year highs against major currencies, how should non-US investors think about US stocks? We’ve built some new visualisation tools to help analyse the problem.
Market Reflections During War
As war unfolds in Ukraine, equity markets are reflecting the abrupt change from pandemic to war.
Small-Cap Stocks Outperformance
Rampant gigantism in the stock market took a blow recently as small-cap stocks enjoyed a run of outperformance. Is this the return of value?
S&P 500 Wealth Inequality
The S&P 500 index added $5 trillion of market cap this year, led by its biggest members. The trend is accelerating wealth inequality.
M&A Driven by Borrowing
With a softening approach from central banks, borrowing-driven M&A is being rewarded.
Major Cap Gains in S&P 500
Just four S&P 500 companies gained $1 trillion of market cap this year. Was this prophesised by a trio of academics?
Visualisations
How Japan is changing, in two charts