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Important Index Events – What to Expect in 2026?
For the first time in 78 episodes of Bid Out, Peter goes solo with a discussion on important index issues on the docket for 2026. While there are lots of unknowns, the year ahead is likely to be busy for index fund managers and given the potential for megacap IPOs such as SpaceX, Open AI and Anthropic, the fundamental investor community will be watching index treatment carefully. Interestingly, the important index event for the megacaps may not be the IPO inclusion; instead, the big event for these massive companies may be after share lock ups expire. Speaking of fundamental investors, this community wants its voice heard by S&P in Canada to keep Anglo-Teck in the local benchmark post completion of the merger, a prospect that requires a rule change or one-off exception by the index provider. Other important events are Russell's decision to move to semi-annual rebalancing and whether the index benchmark providers decide to proactively remove DATCOs, a prospect deemed much less likely given MSCI's recent decision to defer pending a broader analysis of operating companies. Finally, it is high time for S&P to bring foreign companies back into the S&P 500 Index after nearly 25 years on the sidelines.
This podcast was recorded on January 13, 2026.
Chapter Headings:
01:07 The Growing Divide Between Domestic and Global Benchmarks
03:19 The Gravitational Pull of Companies to the US Market
06:24 Following Brookfield Asset's Lead to R1 – What Canadian Companies are Next?
08:05 Time for S&P 500 To Make Foreign Names Index Eligible
10:20 Cross Border M&A – Index Implications for Rio-Glencore, Anglo- Teck
12:58 Fast Tracking MegaCap IPOs - The Most Important Topic for 2026
19:47 Russell Move to Semi Annual Rebalance Schedule
21:07 DATCOs – Next Steps Following MSCI Deferral
25:04 Equity Tokenization – Implications for Index Providers
26:54 Texas Stock Exchange – New Listings and Index Eligibility
28:19 Monitoring Potential Land Mines – ETF Benchmark Shifts and Index Rule Changes
For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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By TD SecuritiesFor the first time in 78 episodes of Bid Out, Peter goes solo with a discussion on important index issues on the docket for 2026. While there are lots of unknowns, the year ahead is likely to be busy for index fund managers and given the potential for megacap IPOs such as SpaceX, Open AI and Anthropic, the fundamental investor community will be watching index treatment carefully. Interestingly, the important index event for the megacaps may not be the IPO inclusion; instead, the big event for these massive companies may be after share lock ups expire. Speaking of fundamental investors, this community wants its voice heard by S&P in Canada to keep Anglo-Teck in the local benchmark post completion of the merger, a prospect that requires a rule change or one-off exception by the index provider. Other important events are Russell's decision to move to semi-annual rebalancing and whether the index benchmark providers decide to proactively remove DATCOs, a prospect deemed much less likely given MSCI's recent decision to defer pending a broader analysis of operating companies. Finally, it is high time for S&P to bring foreign companies back into the S&P 500 Index after nearly 25 years on the sidelines.
This podcast was recorded on January 13, 2026.
Chapter Headings:
01:07 The Growing Divide Between Domestic and Global Benchmarks
03:19 The Gravitational Pull of Companies to the US Market
06:24 Following Brookfield Asset's Lead to R1 – What Canadian Companies are Next?
08:05 Time for S&P 500 To Make Foreign Names Index Eligible
10:20 Cross Border M&A – Index Implications for Rio-Glencore, Anglo- Teck
12:58 Fast Tracking MegaCap IPOs - The Most Important Topic for 2026
19:47 Russell Move to Semi Annual Rebalance Schedule
21:07 DATCOs – Next Steps Following MSCI Deferral
25:04 Equity Tokenization – Implications for Index Providers
26:54 Texas Stock Exchange – New Listings and Index Eligibility
28:19 Monitoring Potential Land Mines – ETF Benchmark Shifts and Index Rule Changes
For relevant disclosures, visit: tdsecurities.com/ca/en/legal#PodcastDisclosure. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.