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The Future State of Fixed Income
Market Volatility’s Back: Get In and Out with Liquid ETFs
The Defensive Qualities of High Yield
Unlocking the Securities Lending Potential of UCITS ETFs
Order Backlogs Plunging Across US Economy
Another Robust Quarter for US Household Consumption
Unlocking Opportunities in the Forgotten 493
Expect Bank of England to Cut in August
US Unemployment Rate Ticks up Despite Payrolls Gain
Correction at the Long End of the Bond Curve
Asset Stewardship Report 2018
2024 Gold Outlook: Can Turning Macro Tides Spur New Gold Highs?
2020 Vision: Focus on Finding Opportunities
Making It Plain: Our Asset Stewardship Approach
Comparing Gold to Other Alternative Investments
EM Small Caps: Embrace Economic Growth with a Lower China Dependency
Emerging Markets Outlook 2024
Introduction to SPDR Portfolio Consulting
An Update on Dividend Aristocrats
Fixed Income Insights
Find the Right Gold for Your Portfolio
A Look at Short Duration Emerging Markets Hard Currency
Next for US Equities: Will the Fed Deliver a Soft Landing?
Calmer times ahead for Global Aggregate?
The Performance of US Equities in Election Years Over the Last Century
Global CIO Reaction to US Presidential Election
Stewardship Activity Report: Q3 2023
The Outlook for Infrastructure in 2024
Big Swings in US Non-Manufacturing ISM Employment
Small and Mid Caps: A Case for Strategic US Equity Diversification
PriceStats®: Will Benign Inflation Trend Continue?
US Consumers Are Highly Attuned to Declining Job Openings
Weekly Economic Perspectives, 26 April 2024
India: Where the Fireworks Come From
Optimizing Your Emerging Markets Equity Portfolio
Convertibles Well Positioned for a Soft Landing
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Fixed Income Outlook 2024
Why & How S&P 500 ESG Leaders Works
Quarterly Edition US Resilience Aside Global Growth Is Slowing
US Mid-cap Equities–Economic Exceptionalism at a Reasonable Price
Talking Gold
2024 US Election – Big or Small Macro Policy Shift Coming?
Will the Fed Put the Soft Landing in Jeopardy at Jackson Hole?
2024 US Presidential Election Preview
Elections and Equities: The Impact of the US Election on Sector Investing
Could ‘70s Era Stagflation Make a Comeback?
How Challenged are the US and Canadian Housing Sectors?
European ETFs Proved Resilient in 2023
A Better Macro Policy Framework for Europe
Annual Rebalance for the S&P 500 ESG Leaders Index
US Unemployment Measures Are Gently Bottoming Out
Diverging Price Trends in New and Existing US Home Markets
Investment Implications of BOJ’s Great Normalization
US Existing Home Sales Now Below Covid Lows
Will These Grey Swans Take Flight in 2024
Is the End Well-Nigh for Quantitative Tightening?
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
India Elections: Mind the Policy Gap
Small Firms Participate in and Aid US Disinflation Process
Keep a Foot in Each Camp with Convertible Bonds
The Weekly ETF Brief
US Unemployment Rate Bottoming Out Gently but Surely
Japanese Services Sector Displays Delayed Revival
The Fed forays into ETFs
Fed Balance Sheet And Financial System Liquidity Measures
European Small-cap Equities: Are Doves Preparing for Takeoff?
High Yield Now an Overweight
Equity Outlook 2024
Wage Disinflation Key to Preserving US Soft Landing Path
Gold as a Strategic Asset Class
US Personal Spending Resilient, Savings Rate Not so Much
US Unit Labor Cost Growth Is Normalizing
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Elections
European Parliament Elections Matter in the Medium Term
US Inflation Target Not in Hand, but in Sight
Can Machine Learning Improve Portfolio Risk-Adjusted Performance? A Smart Beta Case Study
Dividend Income for Stability As We Approach Peak Rates
Yen: Opportunistic, but Limited Intervention
Guide to Using the Sector Momentum Map
Trading Best Practices for Volatile Markets
What’s Driving Central Banks to Record Gold Purchases — and Will It Last?
The French Election and the Markets
SPDR is setting new standards for the S&P 500 UCITS ETF range
EM Small-cap Equities: Embracing Opportunities, Avoiding Threats
The Problem With Too Long of a Fed Delay?
Key Takeaways from the Fed Meeting
UK Election Outlook
Six Grey Swans That Could Move Markets in 2024
Quarterly Edition: Global Growth Stuck Below Trend
Transition Into Broad Equities Exposure With ESG ETFs
High Yield Still on the Up
US Small & Mid Caps — Moderating Inflation Makes All the Difference
April CPI Data Brings Relief
Gold Midyear Outlook: Interest Rates, Recession, and Risks Propel Gold Higher
China: Property Sector Troubled, Clouding Recovery
US Small- and Mid-cap Equities: Softer Economy, Softer Inflation, Softer Fed?
Quarterly Edition: Gentle Step Down in Global Growth
Environmental Stewardship Highlights
US Equities Keep Rolling: Could It Really Be This Easy?
US Housing Sector Soft Patch Broadens
Small-cap Equities: Crafted for a Soft Landing
Q2 2024 Bond Compass
Global Equities: A Shift in Performance Drivers
Stewardship Activity Report: Q2 2023
Robust Growth in UK Services Activity
Navigating Uncertain Bond Markets with Short-duration Credit
Fed Cuts Delayed by Robust Labor Market Data
Worsening US Labor Differential Flashes Warning Sign
US Small Cap Value Weighted–Three Dimensions of Market Rotation
ESG Insights
Stewardship Activity Report: Q4 2023
Takeaways from the Taiwan Election
The Impact of Crisis-Driven Dividend Cuts
Why & How S&P 500 ESG Leaders Works
Convexity in Fixed Income Portfolio Management
Can the Soft Landing Survive the Fed?
The Case for High Yield
Emerging Markets Beyond China
SPY Liquidity: Flexibility to Navigate Any Market
Inflation Report Surprises Fade Rate Cut Prospects
Macroeconomic and Geopolitical Outlook 2024
Moderation in US Wage Inflation Is Key Labor Market Trend
January a Bump on, Not the End of US Disinflation Journey
Espresso
Finding Sanctuary in Short Rates
Asset Stewardship Report
Softening US Data Warrants Cautious Fed Approach
Overweight in High Yield Extended
The Board's Oversight of Racial and Ethnic Diversity, Equity and Inclusion
US Government Shutdown Is Not Just Theater
US Import Prices From China Falling at Fastest Pace in Years
Investor Sentiment: US Bond Demand Remains Strong
Is Philly Fed Signalling An End To Goods Disinflation?
Energy: A High Voltage Sector
Introduction to Infrastructure
Central Bank Check-In: What’s Next Around the Globe
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Is Summertime the Right Time for European High Yield?
Global Forecasts Are Little Changed
SPDR® ETFs Throughout the COVID-19 Crisis
US Consumers Inflation Expectations Normalize
Positioning The Pieces: GMO Implementation Guide
The US Housing Recession Is Over
More Cash Sales, Longer Sale Cycle for US Existing Homes
US Growth Resilience With Disinflation = Soft Landing?
US Large-cap Equities — Seeing an Entry Point Amid Derating and Upside Surprises
Cautiously Optimistic: The Story of ETF Flows in H1 2023
Global Equities: Looking Toward a Soft Landing and Beyond
The Case for a Relook at Europe
US Economy Is Slowing
Investing Beyond the Magnificent 7
US Continuing Unemployment Claims Near Cycle Highs
US Consumer Credit Dynamics Send Cautionary Signals
2024 Midyear Global Market Outlook
Sector ETF Momentum Map
Webcast Fed Liquidity Programs and ETFs
Small-cap Equities: Entering a Sweet Spot?
Bank of England Considers Rate Cut in Coming Quarters
How to Position for Geopolitical Shocks in 2024
Inflation Continues to Dominate Market Action
Fixed Income Research
Gains in US Services Employment Near Pre-Covid Norms
Positioning the Pieces
Playback of Client Call: Liquidity Update with Global Trading
Featured Insights
High Rates Bring Mortgage Applications to a Standstill
Stewardship Activity Report Q1 2023
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Gold Nuggets: Records Are Made to Be Broken
US Small Businesses Scale Back Hiring, Compensation Plans
Positioning for Success in US Exposures: Insights Gained from Machine Learning
Q2 Investment Outlook
Jumping Through Hoops: BoJ’s Path to Normalization
China’s Growth Trajectory Bears Close Watching
US IG Credit – Sticking Close to Benchmark
Non-defense Aircraft Weigh on US Durable Goods Orders
5 Sectors & AI: Hold On
Macro Resilience Continues to Support Markets