
  • ORTEX
  • Data
  • Ideas
  • Features
  • Pricing
  • Articles
  • Careers
  • Contact
  • Log In
  • Join for free

Recent articles

ARM IPO: KArma Bites

14th September 2023

  Following the company’s IPO pricing at $51 per ADS (American Depositary Share) resulting in a market valuation of over $52 billion, its trading debut…

ORTEX Monthly Recap for August

4th September 2023

ORTEX Perspectives on the S&P 500 for August August marked a tumultuous month for stocks. Despite a recent string of positive sessions that helped stock…

S&P 500: Decision (or not) Time

31st August 2023

The Method During quarterly reviews, S&P 1500 index rebalance is mainly fueled by Index Committee discretionary decisions of newly eligible companies entering the index and…

STOXX September Annual Rebalance

9th August 2023

STOXX Europe 600 The buffers for entry in the index are 550 – 750 applicable for both the quarterly and annual review. The buffers imply…

MSCI August – Float Trades

8th August 2023

Quarterly changes For the first time following the annual May review, MSCI is implementing Foreign Inclusion Factor (or MSCI Float) changes at a quarterly review…

MSCI Index Rebalance Predictions

7th August 2023

MSCI is announcing their index rebalance on Thursday. We predict the rebalance will have 13 additions and 16 deletions with MSCI Japan facing 4 deletions…

ORTEX Monthly Recap for July

1st August 2023

ORTEX Perspectives on the S&P 500 for July Markets kept up their strong performance in 2023 by ending the first month of Q2 in the…

Special Rebalance: Nasdaq Chaos Triggered by Tesla

20th July 2023

On July 3rd 2023, Tesla’s stock price jumped causing its weighting on the Nasdaq 100 to surpass 4.5%. Together with the rally of tech giants…

View all articles

Contact us



United States

110 Wall Street
New York
+1 (212) 686 1630

United Kingdom

26-27 Bedford Square
London
+44 (0) 20 3970 9800
@ORTEX


info@ortex.com

FIS Global
Carnegie Investment Bank
CBOE
PeelHunt
Standard&Poor CapitalIQ
AWS
2iq
AWS
2iq

Footer Menu
  • ORTEX
  • Data
  • Ideas
  • Features
  • Pricing
  • Articles
  • Careers
  • Contact
  • Log In
  • © ORTEX 2023 
  • Privacy Policy
  • Terms