Episode 50: What does owning the S&P500 actually mean in 2026?
Our host Emily Barlow (Evidentia Private) is joined by Amit Pathak (Head of U.S. Equity Product Management, Asia-Pacific, S&P Dow Jones Indices) to discuss: S&P 500's cap-weighting naturally tilting toward AI leaders How the Top 10 companies now make up ~40% of the index, up from 18% a decade ago Active investors still driving price discovery How companies are choosing to stay private longer, yet the S&P 500 still captures the largest, most liquid slice of the U.S. market. Index providers prioritising rules-based methodology over predicting winners View the latest S&P Dow Jones Indices research and insights here. Disclaimer: S&P Dow Jones Indices is an independent third party provider of investable indices. S&P Dow Jones Indices does not sponsor, endorse, sell or promote any investment fund or other vehicle that is offered by third parties. The views and opinions of any third party speaker are his/her own and may not necessarily represent the views or opinions of S&P Dow Jones Indices or any of its affiliates.
