Global Index Mail

J.P. Morgan's Global Quantitative and Derivatives Strategy team published the Global Index Mail for 12 November 2026, summarizing the latest MSCI and FTSE index changes. MSCI announced the results of its November 2026 Quarterly Comprehensive Index Review, effective after the close on Monday, 30 November 2026. The MSCI DM Standard Index will see 2 additions and 42 deletions (Asia Pacific 0 adds/10 deletes, EMEA Middle East 0 adds/7 deletes, North America 2 adds/25 deletes), with two-way turnover of 1.34% and USD 55.35bn. The MSCI EM Standard Index will see 10 additions and 58 deletions (Asia Pacific 9 adds/47 deletes, EMEA Middle East 1 add/10 deletes, Latam 0 adds/1 delete), with two-way turnover of 1.79% and USD 16.62bn. On single-stock events, Fnac Darty will remain in the FTSE France Small Cap index with unchanged shares but a decreased investability weighting following the EP Group tender offer, implying indexer supply of -0.03m shares (-176% of ADV), effective 13 November. For MSC