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GCC Fixed Income: An Alternative Diversifier to Core Allocations
Disinflation Exception? The Special Case Of Insurance Costs
Global High Yield Update – Q4 2023
Featured Insights
How Indexed High Yield Can Complement Private Market Allocations
Market Forecasts: Q4 2024
Canada Inflation Continues to Ease
Is AI the Right Prescription for the Health Care Industry?
Real Assets Review
Supply Chains Before and After the Pandemic
USD Poised for Downward Correction
Systematic High Quality Corporate Fixed Income: August 2024
Striking a More Defensive Posture
April CPI Data Brings Relief
Fed Cuts Delayed by Robust Labor Market Data
A Capital Efficient Approach for Managing DB Plan Assets
Odds of RBA Rate Hike Increase
Global High Yield Update – Q3 2024
Monthly Cash Review December 2024
The Problem With Too Long of a Fed Delay?
Emerging Market Debt Market Commentary: February 2024
US Public Debt at Record High
Unlocking the Korea Discount
2023 Global Retirement Reality Report: US Snapshot
Expect Bank of England to Cut in August
Investment Research Offsite 2024 Recap
An Introduction to Systematic Active Fixed Income
Is Sentiment Turning?
2022 Global Retirement Reality Report: UK Snapshot
Gaps and Overlaps in SMID-Cap Exposure
The French Election and the Markets
SSGA Canadian Long-Term Asset Class Forecasts
The Case for Defensive Equity Strategies
An Advanced Perspective on Securities Lending
Putting Investment Decisions Into Context
Is the End Well-Nigh for Quantitative Tightening?
Building a Better Benchmark for Leveraged Loan Indexing
Inflation Report Surprises Fade Rate Cut Prospects
Exploring the Link Between Stock Price Volatility and ESG Scores
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Sector ETF Momentum Map
Exploring Transformative Technologies
January a Bump on, Not the End of US Disinflation Journey
Long-Term Asset Class Forecasts: Q3 2024
Adapt and Thrive: Evolution and Innovation in Emerging Markets
The US Housing Recession Is Over
2022 Global Retirement Reality Report: US Snapshot
Portfolio Construction Beyond 60/40
Bond Yields Rise as US Election Draws Near
Emerging Market Debt Commentary: Q1 2024
US Disinflation Has Further to Run
China’s 2020 National People’s Congress: The Big Policy Pivot
Emerging Market Debt Enhancing a Global Bond Portfolio
What to Know About the Dutch Pension Reform
Asset Tokenization in Capital Markets
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
Overview: Systematic Active Fixed Income Signals
Optimizing Your Emerging Markets Equity Portfolio
S&P 500 Leadership Shifts Beyond Tech
EU Climate Benchmarks, Part 3
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
France’s Fiscal Fragility Strains the Eurozone
The Performance of US Equities in Election Years Over the Last Century
Inflation Continues to Dominate Market Action
Investment Trends Among Sovereign Wealth Funds
Expectations Improve for US Equities
Inflation Relief Boosts Rate Cut Expectations
Yen Set for Gains in Volatile Markets
Back to the Futures: How Derivative Pricing Can Impact Index Funds
US Housing Activity Shifts
Commodities Set for Revival Amid Global Shifts
Climate Facts
A Customized Climate Bond Strategy
India Elections: Mind the Policy Gap
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Sentiment Turns Positive for Emerging Markets
Odds of Fed December Cut Increase
A Letter From Our CIO: Indexed Fixed Income Update
Long-Term Asset Class Forecasts: Q2 2024
Global Retirement Reality Report
US Small Businesses Scale Back Hiring, Compensation Plans
Positioning The Pieces: GMO Implementation Guide
Mortgage Optimism Boosts Sentiment
Emerging Market Debt
Quarterly Edition: Gentle Step Down in Global Growth
Weighing Your De-Risking Options
Emerging Opportunities
India Surpasses China in MSCI Index
Rising Yields Signal Economic Resilience
Risk Sentiments Still Favor Equities
EU Climate Benchmarks: Paris Aligned or Climate Transition?
Bank Deposits Versus Money Market Funds
Fiscal (In)Stability
2023 Global Retirement Reality Report: UK Snapshot
Q4 2024 Cash Outlook
The Wait Is Over
Emerging Market Debt Commentary: November 2024
Stage Being Set for Bank of Japan Rate Hike
Three Climate-Transition Stock Stories
Making Connections
The Case for Allocating to Emerging Market Debt
Defined Benefit Dynamism: Navigating Towards Better Outcomes
The Fixed Income Side of Factor Investing: What Investors Need to Know
Cross-Team Collaboration Sparks Fresh Perspectives
Credit Style Factors Explained
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
USD Strength Hinges on Policy Stance
Stewardship Activity Report: Q1 2024
Latest Data Suggests Need for Urgency
Q4 2024 Bond Compass
US Dollar Looks Oversold
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
Emerging Market Debt Commentary: Q4 2023
US Election Wrap-up: The Comeback President and What Happens Next
10-Year Yield Climbs Against Fed Policy
Active Quantitative Equity Quarterly
Worsening US Labor Differential Flashes Warning Sign
Market Regime Indicator: Q4 2023
Inflation Signals December Rate Cut
Will These Grey Swans Take Flight in 2024?
Emerging Market Debt Market Commentary: May 2024
Environmental Stewardship Highlights
The Tidal Wave of Global Debt: Causes and Consequences
An Active Fundamental Approach to the US Market
The Case for Emerging Markets Small-Cap Equity
Growth Fuels Currency Moves
The Bullish Case for Japanese Equities
2023 Global Retirement Reality Report: Ireland Snapshot
LDI Monthly Update: December 2023
Decoding the Market Reaction to Trump’s Win
Introduction to Barclays QPS
Long-Term Asset Class Forecasts: Q4 2024
Climate Bond Investing — Reduce the Carbon, Fund the Transition
Ripples From China
Real Assets Insights: Q3 2024
Asset Stewardship Report
US Consumers Inflation Expectations Normalize
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Third Quarter 2019 Forecast
China’s Latest Stimulus: Boosting Price, not Earnings
Implementation: Going from Theory to Action
USD Down, but Not Yet Out
EMD Hard Currency
Macro Resilience Continues to Support Markets
How to Position for Geopolitical Shocks in 2024
US Elections: Global Spillover Effects
ECB Has Room to Cut More
US Macro Data Coming in Hot and Cold
The Markets
Pessimistic US Consumers May Have A Point, After All
European Equities Continue to Find Favor
Liquidity in SAFI Portfolios
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Six Grey Swans That Could Move Markets in 2024
Global Forecasts Are Little Changed
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Emerging Market Debt: Market Commentary Q2 2024
Finding the Right Path
The Evolving Opportunity in Emerging Market Equities
EU Climate Benchmarks: Standards and Implications
Market Forecasts: Q1 2024
Robust Growth in UK Services Activity
Non-defense Aircraft Weigh on US Durable Goods Orders
2024 Midyear Global Market Outlook
Unlocking Opportunities in the Forgotten 493
Introduction to SPDR Portfolio Consulting
US Equities Keep Rolling: Could It Really Be This Easy?
Odds of Larger ECB Cuts Increase
Could We See Further USD Gains?
Gold as a Strategic Asset Class
Bank of England Considers Rate Cut in Coming Quarters
Liquid Real Assets in DC Pension Plans
Making Private Credit Allocations vs Leveraged Loans and High Yield
Takeaways from the Taiwan Election
Path Clear for Rate Cut in September
Key Takeaways from the Fed Meeting
Global High Yield Update Q1 2024
A Better Macro Policy Framework for Europe
Economic Growth Exceeds Expectations
Elections Extend US Dollar Strength
Time Again for Outcome Investing?
European Parliament Elections Matter in the Medium Term
Forecasts Improve for the Agg
Fixed Income Stewardship Program Updates
Building a Portfolio: A Closer Look at Our Process
Outlook Improves for Fixed Income
Charitable Asset Management
Rising Political Risks Drive Currency Markets
UK Autumn Budget Signals Fiscal Expansion
Emerging Markets: Choose the Right Target
Lofty Real Rate Expectations
A Letter From Our CIO: Systematic Equity Update
The Modernization of Bond Market Trading and its Implications
Expectation Improves for Equities
Our Approach to Leveraged Loan Indexing: A Q&A
SSGAL Section 172 Statement
Stewardship Activity Report: Q2 2024
GCC Region in Bloom
Quality: The Path to Durable Competitive Advantage
A Turn to Japan
The Case for Systematic Investing in Credit
US Unemployment Measures Are Gently Bottoming Out
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Navigating the Risk/Return Trade-off in SAFI Portfolios
Emerging Market Debt Commentary: January 2024
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
Gains in US Services Employment Near Pre-Covid Norms
High Yield Still in Focus
An Unusual Mortgage Refinancing Cycle Ahead
Investing in Sustainable Growth: Q4 2023
When Policy Rates Are Higher Than Growth
Emerging Market Debt Commentary: October 2024
US Election 2024: The Final Countdown
Quantum Computing: Evolution or Revolution?
The Case for Active Investing in Equities
Economic parallels: China's future and the echoes of Japan's lost decades
USD Holds Steady in Tight Range
Canada Snapshot
Softening US Data Warrants Cautious Fed Approach
Equities and the Path Forward
Real Assets Insights: Q1 2024
Elections
MPFL Section 172 Statement
Tariffs Pose Risk to the US Deficit
Investing in the Future Approaches to Climate Change in Portfolios
Emerging Market Debt at State Street Global Advisors
Shocks and Reversals
Can Japanese Equities Recover to New Highs?
Market Regime Indicator: Q1 2024
G10 Currencies to Remain Range Bound
What Does the Return of Oil Volatility Mean for Commodities?
Yen: Opportunistic, but Limited Intervention
Equity Market Outlook 2025
Investing in Sustainable Growth: Q2 2024
India: Where the Fireworks Come From
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Market Regime Indicator: Q2 2024
Putting the Power of AI to Work in Investing
High Yield in Focus
2024 US Election – Big or Small Macro Policy Shift Coming?
Global High Yield Update – Q2 2024
Market Volatility’s Back: Get In and Out with Liquid ETFs
Stewardship Activity Report: Q4 2023
Portfolio Protection: A Renaissance for Government Bonds
State of the Market
Election Overshadows Fed's Rate Cut
How To Invest: A Step by Step Guide
Shifting Sands: The GCC’s Equity Market Transformation
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Fed Balance Sheet And Financial System Liquidity Measures
Emerging Market Debt Market Commentary: April 2024
2022 Global Retirement Reality Report: Ireland Snapshot
US Economy Is Slowing
Canada GDP Growth Exceeds Expectations
5 Questions Every Scheme Should Ask in 2024
Geopolitical Outlook 2025
Weekly Economic Perspectives, 26 April 2024
LDI Monthly Update: January 2024
LDI Monthly Update: March 2024
A Case For: Sustainable Climate Bond Strategy
September CPI Stronger Than Expected
Another Robust Quarter for US Household Consumption
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
Emerging Market Debt Commentary: August 2024
Black Sheep of US Macro Proves Economy Slowing
Global Market Portfolio 2024
Australian Retirement Survey During a Time of Change
Case Studies on Climate-Thematic Equity Investment Solutions
Fixed Income Outlook 2025
Lending Returns Decline Along With Volatility
Central Bank Check-In: What’s Next Around the Globe
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
Overweight in High Yield Extended
Market Concentration, Dispersion, and the Active-Passive Debate
US Housing Sector Soft Patch Broadens
De-Risking Effectively Using Fixed Income Building Blocks
Japan’s Path Ahead Amid Political Uncertainty
Fixed Income Roadmap 2024
Investment Implications of BOJ’s Great Normalization
Constructing and Implementing a SAFI Portfolio
UK Elections: Potential for Upside Surprises
Real Assets and Private Market Liquidity Considerations
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
US Jobs Data Not Bad Enough
Market Forecasts: Q2 2024
Optimizing a Global Credit Portfolio
Alpha Insights: Positioning for Peaking Yields
Exploring the Full Spectrum of Fixed Income Strategies
Tipping Point: Is The RBA On Track For A Rate Hike?
Managing Private Market Asset Allocations
Emerging Market Equities: A Golden Era for Alpha Gen?
Controlling Risk in Systematic Active Fixed Income Portfolios
Stewardship Activity Report: Q3 2023
Looking Back and Forward
European Equities Overweighted
Systematic Equity — Active: Alpha Innovation and Advanced Technology
The Rise in Systematic Credit Investing
Making It Plain: Our Asset Stewardship Approach
Stewardship Activity Report: Q3 2024
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
US Consumer Credit Dynamics Send Cautionary Signals
2024 ETF Impact Survey
Fixed Income Midyear Outlook: Phase Transition
Sentiment Improves for Fixed Income
High Yield Now an Overweight
Q4 2024 Credit Research Outlook
The Changing World of LDI
Macroeconomic Outlook 2025
A Fundamental Approach to Climate Risk Assessment
Is the US Facing a Grand Era of De-Regulation?
Path to Lower Rates Won’t Be Uniform
Implementation Alpha: Adding Value in Indexed Fixed Income
Systematic Equity- Active: Quarterly
US Growth and Elections Drive Currency Markets
Software: Still Eating the World Just Taking a Pause to Digest
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
A Time for Sentiment
Time to Play Defense in the Bond Proxy Sectors?
Europe in the Spotlight
Regaining Retirement Confidence in a Post-Pandemic Environment
More Cash Sales, Longer Sale Cycle for US Existing Homes
Elections and Equities: The Impact of the US Election on Sector Investing
Bonds are Back Where to Look, What to Do in 2024
UK Budget: 7 Takeaways for UK Pension Schemes
Unlocking the Securities Lending Potential of UCITS ETFs
Insurance, Climate-Related Risks and the Rising Cost of Living
Plenty of Drama, But Same Story
Labor Market Resilience Offsets Geopolitical Tensions
ESG Insights
Skilling Up During Disruption
LDI Monthly Update: February 2024
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Market Forecasts: Q3 2024
Systematic Investing in Credit Is Now Feasible
How Bank Loan ETFs Can Complement Private Market Allocations
Understanding Money Market Funds
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Gold Nuggets: Records Are Made to Be Broken
Emerging Market Debt: Market Commentary Q3 2024
The Evergreen Case for a Strategic Allocation to High Yield
Climate Scenarios: Unpacking the 1.5°C Pathways
2024 US Presidential Election Preview