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From S&P Global
Press Release: S&P Global and IHS Markit to Merge
On Nov. 30, 2020, S&P Global and IHS Markit announced they have entered into
a definitive merger agreement to combine in an all-stock transaction which
values IHS Markit at an enterprise value of $44 billion, including $4.8
billion of net debt.
Read: 2020 Annual Report
In 2020, our people showed tremendous resilience, responsibility and resolve
to support one another, our customers, our communities, our suppliers, and in
doing so, have served our shareholders.
Read: A statement from S&P Global President and CEO Doug Peterson
At S&P Global, we can’t change the world overnight. But we can take action to
affect change.
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Most Popular Insights
Read: Key trends that will drive the ESG agenda in 2022
Following the unprecedented market and policy momentum behind ESG in 2021,
investors, corporate boards, and government leaders have raised expectations
for progress on climate pledges in 2022.
Read: Ukraine Under Attack
With a full scale invasion of Ukraine now under way, stock markets, global
trade, energy markets, and commodities markets are all registering the impact
of a new geo-political reality.
Read: Supply Chain Pressures Persist
While much of the world is rebounding from the COVID-19 crisis’ economic
downturn, global supply chains are facing continuing pressures from
pandemic-prompted changes in consumption patterns, surging demand for goods,
shortages of workers, and pre-existing political pressures—leading to high
shipping volumes and freight costs. Analysts expect disruptions to persist
through 2022.
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INDICES
Disclaimer
S&P 5004,201.09 -2.95%DJIA32,817.38 -2.37%S&P/TSX 601,293.02 -0.42%S&P Europe
3501,673.1 -0.46%S&P/TOPIX 1501,504.7 -1.8%S&P/ASX 2006,980.3 -0.8%S&P Global
BMI322.99 -0.35%S&P/BMV IPC52,312.61 -1.89%S&P Latin America 402,697.34
-0.01%S&P Asia 505,096.02 -1.75%S&P China 5002,663.38 -2.04%S&P 500 Bond505.24
-0.8%S&P 500 VIX Short-Term Futures12.38 -0.75%S&P 5004,201.09
-2.95%DJIA32,817.38 -2.37%S&P/TSX 601,293.02 -0.42%S&P Europe 3501,673.1
-0.46%S&P/TOPIX 1501,504.7 -1.8%S&P/ASX 2006,980.3 -0.8%S&P Global BMI322.99
-0.35%S&P/BMV IPC52,312.61 -1.89%S&P Latin America 402,697.34 -0.01%S&P Asia
505,096.02 -1.75%S&P China 5002,663.38 -2.04%S&P 500 Bond505.24 -0.8%S&P 500 VIX
Short-Term Futures12.38 -0.75%
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IHS MARKIT IS NOW PART OF S&P GLOBAL
The next step in delivering data, technology and expertise that accelerates
progress.
*
See What's New
* More on the Merger
Careers Search for Jobs
HOME TO PIONEERS, THINKERS AND BOUNDLESS INNOVATION. HELP US ACCELERATE PROGRESS
IN THE WORLD.
Introducing S&P Global Mobility Learn More
WE OFFER INVALUABLE INSIGHTS AND UNMATCHED DATA THAT PUT OUR CUSTOMERS AT THE
FOREFRONT OF INNOVATION IN THE INDUSTRY.
Introducing S&P Global Engineering Solutions Learn More
WE’RE EMPOWERING BUSINESS AND TECHNICAL LEADERS TO TRANSFORM THEIR WORKFLOWS AND
MAKE DECISIONS WITH CONVICTION.
Investor Relations Read More
IHS MARKIT IS NOW PART OF S&P GLOBAL. THE NEXT STEP IN DELIVERING DATA,
TECHNOLOGY AND EXPERTISE THAT ACCELERATES PROGRESS.
RECEIVE IMMEDIATE INSIGHTS ON THE INDIVIDUAL MARKET DEVELOPMENTS YOU NEED TO
KNOW FOR A 360° PERSPECTIVE ON THE BIG STORIES SHAPING OUR WORLD.
SUBSCRIBE TO OUR RESEARCH & INSIGHTS
Geopolitics S&P Global
UKRAINE UNDER ATTACK
With a full scale invasion of Ukraine now under way, stock markets, global
trade, energy markets, and commodities markets are all registering the impact of
a new geo-political reality.
Economy & Capital Markets S&P Global Ratings
RUSSIA-UKRAINE MACRO, MARKET, & CREDIT RISKS
In response to Russia’s invasion of Ukraine, S&P Global Ratings continues to
assess the effect on economies, markets, and credit.
Energy & Commodities S&P Global Commodity Insights
RUSSIA-UKRAINE CONFLICT
As the military situation between Russia and Ukraine intensifies, S&P Global
Platts reports on how geopolitical factors are affecting commodity and energy
markets in the region and the world at large.
START EVERY BUSINESS DAY WITH OUR ANALYSES OF THE MOST PRESSING DEVELOPMENTS
AFFECTING MARKETS TODAY, ALONGSIDE A CURATED SELECTION OF OUR LATEST AND MOST
IMPORTANT INSIGHTS ON THE GLOBAL ECONOMY.
Read today's Daily Update
--------------------------------------------------------------------------------
Energy & Commodities
RUSSIAN INVASION OF UKRAINE PUTS SPOTLIGHT ON SECURITY OF OIL, GAS AND
COMMODITIES FLOWS
Conflict in Ukraine following Russian troops launching attacks across
international borders on Feb. 24, has already had a major impact on prices of
key commodities from oil and gas through to steel and grains. Europe is heavily
reliant on gas and Urals crude via the Druzhba pipeline to refiners across the
region.
Ukraine is also considered Europe's bread basket and a major supplier of wheat
amongst other key commodities shipped through its ports.
S&P Global Platts Analytics has said its base case demand forecast continues to
assume growth of 4.1 million b/d in 2022. However, under a limited incursion
scenario in Ukraine, global demand growth could ease by 0.7 million b/d.
Click here to see full-size infographic.
KEY TOPICS
GLOBAL ECONOMY
ECONOMICS & COUNTRY RISK RESEARCH AND ANALYSIS
CHINA IN FOCUS
CREDIT MARKETS
MARKET DYNAMICS
FINANCIAL SERVICES COMMENTARY AND ANALYSIS
BANKING
GLOBAL TRADE ACTIVITY
ENERGY & COMMODITY MARKETS
ENERGY TRANSITION
‹
›
DISCOVER MORE
--------------------------------------------------------------------------------
Social Equity S&P Global
ENTREPRENEURIAL LEADERSHIP MUST HELP MEET AMERICA’S 21ST CENTURY CHALLENGES IN A
POST-PANDEMIC WORLD
As the U.S. recovers from the worst pandemic since 1918, the nation is
confronted with a set of major challenges, some long in the making, but all of
which have new urgency: reversing decades-long trends toward greater inequality
of income, wealth, and opportunity; addressing climate change; eliminating
systemic racism; and reinvigorating democracy in a highly polarized political
environment.
ESG S&P Global Sustainable1
ESG INSIDER
What environmental, social, and governance issues are shaping the business world
today that business leaders and investors need to know about?
Energy & Commodities S&P Global Commodity Insights
INTERACTIVE PERIODIC TABLE OF OIL
From the impact of COVID-19 on global demand to the long-term effect of energy
transition on petroleum producers and refiners, crude quality has never been
more important.
TRENDING
The Credit Cycle Private Debt: A Lesser-Known Corner Of Finance Finds The
Spotlight
The private debt market has grown tenfold in the past decade with assets under
management of funds primarily involved in direct lending surging to $412 billion
at end-2020—spurred in part by investors’ search for higher yield.
Economy The Big Picture
The Big Picture summarizes the key themes impacting companies and industries,
around the world, in 2022. Dive deeper into M&A trends, shifts in capital
requirements, the ever-evolving growth of ESG and the “new normal” of life in
pandemic times.
Market Dynamics Factor Indices: A Simple Compendium
Factor indices can help the clients of specialist managers disentangle how much
of the manager’s performance is attributable simply to factor exposure, and how
much is attributable to the manager’s stock selection beyond the factor.
THE ESSENTIAL PODCAST
SEE ALL EPISODES
Episode 55
INVESTING IN CULTURE: COMMUNICATION & RETENTION IN COMPANIES
Episode 54
DOING CAPITALISM WITH BILL JANEWAY
Episode 53
ON THE GLASS CLIFF – WOMEN CEO'S DURING THE PANDEMIC
SEE ALL EPISODES
OUR DIVISIONS
Bringing together highly complementary capabilities to power the markets of the
future.
--------------------------------------------------------------------------------
Our analyst-driven credit ratings, research, and sustainable finance opinions
provide critical insights that are essential to translating complexity into
clarity so market participants can uncover opportunities and make decisions with
conviction.
--------------------------------------------------------------------------------
We provide iconic and innovative index solutions backed by unparalleled
expertise across the asset-class spectrum. By bringing transparency to the
global capital markets, we empower investors everywhere to make decisions with
conviction.
--------------------------------------------------------------------------------
With our unparalleled data and deep insights of global energy and commodities
markets, we enable our customers to make decisions with conviction and create
long-term, sustainable value.
--------------------------------------------------------------------------------
Our team of experts delivers leading data and technology solutions, partnering
with customers to provide them with unrivaled insights to expand their
perspectives, operate with confidence and make decisions with conviction.
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We provide invaluable insights derived from unmatched automotive data, enabling
our customers to anticipate change and make decisions with conviction. We help
to optimize their businesses, reach the right consumers, and shape the future of
mobility.
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Leveraging our combination of trusted data, insights, technology and expertise,
we empower business and technical leaders to make decisions with conviction,
transforming workflows and end-user experiences.
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Please refer to the methodology for any particular index for more details about
that index, including the manner in which it is rebalanced, the timing of such
rebalancing, criteria for additions and deletions, as well as all index
calculations.
S&P Dow Jones Indices defines various dates to assist our clients in providing
transparency. The First Value Date is the first day for which there is a
calculated value (either live or back-tested) for a given index. The Base Date
is the date at which the index is set to a fixed value for calculation purposes.
The Launch Date designates the date when the values of an index are first
considered live: index values provided for any date or time period prior to the
index’s Launch Date are considered back-tested. S&P Dow Jones Indices defines
the Launch Date as the date by which the values of an index are known to have
been released to the public, for example via the company’s public website or its
data feed to external parties. For Dow Jones-branded indices introduced prior to
May 31, 2013, the Launch Date (which prior to May 31, 2013, was termed “Date of
introduction”) is set at a date upon which no further changes were permitted to
be made to the index methodology, but that may have been prior to the Index’s
public release date.
All information presented prior to an index’s Launch Date is hypothetical
(back-tested), not actual performance. The back-test calculations are based on
the same methodology that was in effect on the index Launch Date. However, when
creating back-tested history for periods of market anomalies or other periods
that do not reflect the general current market environment, index methodology
rules may be relaxed to capture a large enough universe of securities to
simulate the target market the index is designed to measure or strategy the
index is designed to capture. For example, market capitalization and liquidity
thresholds may be reduced. Complete index methodology details are available
at www.spglobal.com/spdji/en. Past performance of the Index is not an indication
of future results. Back-tested performance reflects application of an index
methodology and selection of index constituents with the benefit of hindsight
and knowledge of factors that may have positively affected its performance,
cannot account for all financial risk that may affect results and may be
considered to reflect survivor/look ahead bias. Actual returns may differ
significantly from, and be lower than, back-tested returns. Past performance is
not an indication or guarantee of future results. Please refer to the
methodology for the Index for more details about the index, including the manner
in which it is rebalanced, the timing of such rebalancing, criteria for
additions and deletions, as well as all index calculations. Back-tested
performance is for use with institutions only; not for use with retail
investors.
Typically, when S&P DJI creates back-tested index data, S&P DJI uses actual
historical constituent-level data (e.g., historical price, market
capitalization, and corporate action data) in its calculations. As ESG investing
is still in early stages of development, certain datapoints used to calculate
S&P DJI’s ESG indices may not be available for the entire desired period of
back-tested history. The same data availability issue could be true for other
indices as well. In cases when actual data is not available for all relevant
historical periods, S&P DJI may employ a process of using “Backward Data
Assumption” (or pulling back) of ESG data for the calculation of back-tested
historical performance. “Backward Data Assumption” is a process that applies the
earliest actual live data point available for an index constituent company to
all prior historical instances in the index performance. For example, Backward
Data Assumption inherently assumes that companies currently not involved in a
specific business activity (also known as “product involvement”) were never
involved historically and similarly also assumes that companies currently
involved in a specific business activity were involved historically too. The
Backward Data Assumption allows the hypothetical back-test to be extended over
more historical years than would be feasible using only actual data. For more
information on “Backward Data Assumption” please refer to the FAQ. The
methodology and factsheets of any index that employs backward assumption in the
back-tested history will explicitly state so. The methodology will include an
Appendix with a table setting forth the specific data points and relevant time
period for which backward projected data was used.
Index returns shown do not represent the results of actual trading of investable
assets/securities. S&P Dow Jones Indices maintains the index and calculates the
index levels and performance shown or discussed but does not manage actual
assets. Index returns do not reflect payment of any sales charges or fees an
investor may pay to purchase the securities underlying the Index or investment
funds that are intended to track the performance of the Index. The imposition of
these fees and charges would cause actual and back-tested performance of the
securities/fund to be lower than the Index performance shown. As a simple
example, if an index returned 10% on a US $100,000 investment for a 12-month
period (or US $10,000) and an actual asset-based fee of 1.5% was imposed at the
end of the period on the investment plus accrued interest (or US $1,650), the
net return would be 8.35% (or US $8,350) for the year. Over a three-year period,
an annual 1.5% fee taken at year end with an assumed 10% return per year would
result in a cumulative gross return of 33.10%, a total fee of US $5,375, and a
cumulative net return of 27.2% (or US $27,200).
Episode 55
Episode 54
Episode 53
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