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INDEX News & Analysis

Index funds have officially won
Funds
Index funds have officially won
Now what?
John Rekenthaler, CFA | 13 February 2024
'Uninvestable': Global index giants ditch Russian equities
ETFs
'Uninvestable': Global index giants ditch Russian equities
MSCI and FTSE join asset managers in writing off Russia.
Ben Johnson, CFA | 08 March 2022
London stock exchange reshuffle reflects Russia exodus
Stocks
London stock exchange reshuffle reflects Russia exodus
Two Russian miners caught up in the Russia sell-off are to leave the FTSE 100.
James Gard | 04 March 2022
The world is waking up to 'autocracy risk'
ETFs
The world is waking up to 'autocracy risk'
An interview with Perth Tolle, founder, Life & Liberty Indexes.
Leslie Norton | 03 March 2022
6 qualities of great index funds
Video
6 qualities of great index funds
To understand your fund, get to know its underlying index.
30 November 2021
Globalisation declining? Not in investor portfolios
Markets
Globalisation declining? Not in investor portfolios
Morningstar Indexes through a geographic revenue lens.
Dan Lefkovitz | 22 June 2021
Five facts about the Nasdaq 100 index
ETFs
Five facts about the Nasdaq 100 index
What investors always wanted to know about the US "tech champions index” and perhaps no longer dare to ask.
Ali Masarwah | 24 March 2021
What Tesla's inclusion in the S&P 500 means for investors
Video
What Tesla's inclusion in the S&P 500 means for investors
While it stands as the largest addition in the index's history, this likely won't impact everyday investors all that much. 
Ben Johnson, CFA | 21 December 2020
Tesla joins the S&P 500
Stocks
Tesla joins the S&P 500
The already tech-heavy S&P 500 index just got a new tech addition as Tesla accelerates straight into the US stock market's top 10.
John Rekenthaler | 02 December 2020
Can US bond funds repel the indexers?
Fixed Income
Can US bond funds repel the indexers?
If so, the industry’s leaders must perform better.
John Rekenthaler | 19 November 2020