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Playing MSCI’s quarterly rebalances

4 March 2026Stocksequity trading, index rebalancing, MSCINick Dunbar

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.

How the S&P 500 moved into hyperspace

5 January 2026StocksAnthropic, Nvidia, OpenAINick Dunbar

Two new visualisations show how AI transformed the S&P 500, and will continue to do so in the future

Leviathans of the S&P 500

7 June 2024Stocksartificial intelligence, equity indices, S&P 500, technologyNick Dunbar

The top-heaviness of the S&P 500 index has a quality all of its own, with tech companies rivalling nation states

ARM and the UK stock market’s addiction to foreign capital

6 February 2023Stocks, TechnologyARM Holdings, equities, regulation, semiconductorsNick Dunbar

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

The strong dollar investment puzzle

7 September 2022Stockscurrencies, FXNick Dunbar

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.

The war and the pandemic

7 March 2022StocksCovid-19, equities, UkraineNick Dunbar

As war unfolds in Ukraine, equity markets are reflecting the abrupt change from pandemic to war.

Revenge of the minnows

24 November 2020StocksNick Dunbar

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?

Giants of the S&P500 and the inequality backlash

20 November 2019Stocksinequality, wealthNick Dunbar

The S&P 500 index added $5 trillion of market cap this year, led by its biggest members. The trend is accelerating wealth inequality.

Leveraging the Powell put in US M&A markets

21 June 2019StocksNick Dunbar

With a softening approach from central banks, borrowing-driven M&A is being rewarded

Year of the MAGA stock

11 September 2018Stockscompetition, research & development, technology, volatilityNick Dunbar

Just four S&P 500 companies gained $1 trillion of market cap this year. Was this prophesised by a trio of academics?

How Japan is changing, in...
Japan's financial markets are undergoing profound ...
Playing MSCI’s quarterl...
Every quarter, MSCI's index rebalancing announceme...
How the S&P 500 moved int...
Two new visualisations show how AI transformed the...
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