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Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
Implementation Alpha: Adding Value in Indexed Fixed Income
LDI Monthly Update: March 2024
The Problem With Too Long of a Fed Delay?
Is AI the Right Prescription for the Health Care Industry?
Gold Nuggets: Records Are Made to Be Broken
Making Private Credit Allocations vs Leveraged Loans and High Yield
Introduction to Barclays QPS
Systematic Equity- Active: Quarterly
Emerging Market Debt
Bank of England Considers Rate Cut in Coming Quarters
The Outlook for Emerging Market Debt Improves
US Small Cap Value Weighted–Three Dimensions of Market Rotation
Could ‘70s Era Stagflation Make a Comeback?
An Update on Dividend Aristocrats
Canada Snapshot
Equity Outlook 2024
The Defensive Qualities of High Yield
Stewardship Activity Report: Q4 2023
Stewardship Activity Report: Q2 2023
Time to Play Defense in the Bond Proxy Sectors?
Unlocking the Securities Lending Potential of UCITS ETFs
EU Climate Benchmarks, Part 3
LDI Monthly Update: November 2023
US Consumers Inflation Expectations Normalize
ECB Has Room to Cut More
January a Bump on, Not the End of US Disinflation Journey
2022 Global Retirement Reality Report: UK Snapshot
The Tidal Wave of Global Debt: Causes and Consequences
Bond Yields Rise as US Election Draws Near
SSGAL Pillar 3 Disclosure Statement 2019
2024 ETF Impact Survey
Emerging Market Equities: A Golden Era for Alpha Gen?
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
Overweight in High Yield Extended
The Performance of US Equities in Election Years
EU Climate Benchmarks: Paris Aligned or Climate Transition?
Market Forecasts: Q1 2024
The US Housing Recession Is Over
Investing in the Future Approaches to Climate Change in Portfolios
LDI Monthly Update: April 2024
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
How Challenged are the US and Canadian Housing Sectors?
US Economy Is Slowing
Trading Best Practices for Volatile Markets
Expectation Improves for Equities
US Small Businesses Scale Back Hiring, Compensation Plans
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
US Small & Mid Caps — Moderating Inflation Makes All the Difference
Q4 2024 Credit Research Outlook
Path to Lower Rates Won’t Be Uniform
strategy-espresso-02-12-2019
Climate Scenarios: An Introduction
Real Assets Insights: Q1 2024
SSGA Canadian Long-Term Asset Class Forecasts
USD Holds Steady in Tight Range
India Elections: Mind the Policy Gap
Yen: Opportunistic, but Limited Intervention
Striking a More Defensive Posture
A Capital Efficient Approach for Managing DB Plan Assets
Market Volatility’s Back: Get In and Out with Liquid ETFs
The Rise in Systematic Credit Investing
Building a Portfolio: A Closer Look at Our Process
Is It Time for a Temporary USD Correction?
Stewardship Activity Report: Q3 2023
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Bonds are Back Where to Look, What to Do in 2024
Weekly Economic Perspectives, 26 April 2024
LDI Monthly Update: December 2023
US Equities Keep Rolling: Could It Really Be This Easy?
The Bullish Case for Japanese Equities
US Dollar Looks Oversold
Plenty of Drama, But Same Story
Inflation Report Surprises Fade Rate Cut Prospects
Hold the R-Star Verdict
Stewardship Activity Report: Q2 2024
Gold as a Strategic Asset Class
Navigating Uncertain Bond Markets with Short-duration Credit
Emerging Market Debt Commentary: January 2024
Liquidity in SAFI Portfolios
Unlocking Opportunities in the Forgotten 493
Long-Term Asset Class Forecasts: Q3 2024
Quality: The Path to Durable Competitive Advantage
The Fed forays into ETFs
Bank Deposits Versus Money Market Funds
Asset Tokenization in Capital Markets
Emerging Market Debt Commentary: Q4 2023
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
GCC Fixed Income: An Alternative Diversifier to Core Allocations
China’s Balance of Payments Matters More Than Ever
Making Connections
Fixed Income Roadmap 2024
USD Down, but Not Yet Out
Disinflation Exception? The Special Case Of Insurance Costs
Inflation Relief Boosts Rate Cut Expectations
Market Forecasts: Q4 2024
Constructing and Implementing a SAFI Portfolio
Systematic Investing in Credit Is Now Feasible
Market Concentration, Dispersion, and the Active-Passive Debate
Is the End Well-Nigh for Quantitative Tightening?
Expectations Improve for US Equities
Equities and the Path Forward
Stage Being Set for Bank of Japan Rate Hike
Global Convertible Bonds: A Balanced Profile for a Soft Landing
USD Poised for Downward Correction
Macroeconomic and Geopolitical Outlook 2024
Six Grey Swans That Could Move Markets in 2024
SSGAL Section 172 Statement
Market Forecasts: Q3 2024
Canada GDP Growth Exceeds Expectations
Another Robust Quarter for US Household Consumption
Annual Rebalance for the S&P 500 ESG Leaders Index
Latest Data Suggests Need for Urgency
Fixed Income Outlook 2024
The Weekly ETF Brief
Investing in Sustainable Growth: Q2 2024
Real Assets and Private Market Liquidity Considerations
Emerging Markets: Choose the Right Target
European Equities Overweighted
The Case for Systematic Investing in Credit
Convexity in Fixed Income Portfolio Management
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
A Look at Short Duration Emerging Markets Hard Currency
Emerging Market Debt Enhancing a Global Bond Portfolio
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Elections and Equities: The Impact of the US Election on Sector Investing
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Fixed Income Midyear Outlook: Phase Transition
Environmental Stewardship Highlights
The Retirement Prism: Seeing Now and Later
Time Again for Outcome Investing?
Climate Facts
European ETFs Proved Resilient in 2023
Is Trump a Green Light for Convertibles and US High Yield?
Global High Yield Update – Q2 2024
Building a Better Benchmark for Leveraged Loan Indexing
Market Forecasts: Q2 2024
Forecasts Improve for the Agg
EU Climate Benchmarks: Standards and Implications
European Parliament Elections Matter in the Medium Term
Could We See Further USD Gains?
Q3 Credit Research Outlook
Master the Mechanics of ETF Trading – Prüfung (test)
The Modernization of Bond Market Trading and its Implications
Non-defense Aircraft Weigh on US Durable Goods Orders
EM Small Caps: Embrace Economic Growth with a Lower China Dependency
S&P 500 Leadership Shifts Beyond Tech
Defined Benefit Dynamism: Navigating Towards Better Outcomes
Exploring the Link Between Stock Price Volatility and ESG Scores
2023 Global Retirement Reality Report: Ireland Snapshot
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
The Markets
A Time for Sentiment
US Public Debt at Record High
A Turn to Japan
Canada Inflation Continues to Ease
Japan’s Path Ahead Amid Political Uncertainty
10-Year Yield Climbs Against Fed Policy
Election Overshadows Fed's Rate Cut
Ireland Snapshot 2020
Regaining Retirement Confidence in a Post-Pandemic Environment
Global Forecasts Are Little Changed
Investing in Sustainable Growth: Q4 2023
Positioning The Pieces: GMO Implementation Guide
Outlook Improves for Fixed Income
The Case for High Yield
Worsening US Labor Differential Flashes Warning Sign
Small-cap Equities: Crafted for a Soft Landing
G10 Currencies to Remain Range Bound
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Introduction to SPDR Portfolio Consulting
Fed Balance Sheet And Financial System Liquidity Measures
Emerging Markets Outlook 2024
Skilling Up During Disruption
Supply Chains Before and After the Pandemic
Quarterly Edition: Gentle Step Down in Global Growth
US Election 2024: The Final Countdown
Portfolio Protection: A Renaissance for Government Bonds
2023 Global Retirement Reality Report: UK Snapshot
Optimizing a Global Credit Portfolio
Overview: Systematic Active Fixed Income Signals
Is the US Facing a Grand Era of De-Regulation?
LDI Monthly Update: February 2024
Adapt and Thrive: Evolution and Innovation in Emerging Markets
MPFL Section 172 Statement
Expect Bank of England to Cut in August
2022 Global Retirement Reality Report: US Snapshot
Why & How S&P 500 ESG Leaders Works
Emerging Opportunities
Investment Research Offsite 2024 Recap
Active and Index: Fixed Income Building Blocks
Gains in US Services Employment Near Pre-Covid Norms
Fixed Income Research
Tariffs Pose Risk to the US Deficit
Implementation: Going from Theory to Action
India Surpasses China in MSCI Index
European Equities Continue to Find Favor
US Continuing Unemployment Claims Near Cycle Highs
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
US Consumer Credit Dynamics Send Cautionary Signals
Systematic Equity — Active: Alpha Innovation and Advanced Technology
High Yield Now an Overweight
Ripples From China
Inflation Continues to Dominate Market Action
Real Assets Review
2024 US Election – Big or Small Macro Policy Shift Coming?
US Unemployment Measures Are Gently Bottoming Out
Quantifying Supply Chain ESG Risks: A Flexible Framework
Mortgage Optimism Boosts Sentiment
Black Sheep of US Macro Proves Economy Slowing
Webcast Fed Liquidity Programs and ETFs
Q3 2024 Cash Outlook
USD Strength Hinges on Policy Stance
Emerging Market Debt: Market Commentary Q3 2024
Alpha Insights: Positioning for Peaking Yields
Will These Grey Swans Take Flight in 2024
Managing Private Market Asset Allocations
Peeling Back the Onion: Understanding What Goes into an ESG Rating
Sentiment Turns Positive for Emerging Markets
The Case for Allocating to Emerging Market Debt
SPDR® ETFs Throughout the COVID-19 Crisis
Stewardship Activity Report: Q1 2024
Gaps and Overlaps in SMID-Cap Exposure
A Balanced Approach in US Equities is Starting to Pay Dividends
A Letter From Our CIO: Systematic Equity Update
Yen Set for Gains in Volatile Markets
September CPI Stronger Than Expected
Fed Cuts Delayed by Robust Labor Market Data
Global High Yield Update Q1 2024
Calmer times ahead for Global Aggregate?
Market Regime Indicator: Q4 2023
Our Approach to Leveraged Loan Indexing: A Q&A
Case Studies on Climate-Thematic Equity Investment Solutions
Global CIO Reaction to US Presidential Election
Lending Returns Decline Along With Volatility
Framework More Constructive on US Large Caps
Active Quantitative Equity Quarterly
Understanding Money Market Funds
April CPI Data Brings Relief
Espresso
Renewed Energy in 2020
2022 Global Retirement Reality Report: Ireland Snapshot
Climate Scenarios: Unpacking the 1.5°C Pathways
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Weighing Your De-Risking Options
US Inflation Target Not in Hand, but in Sight
Takeaways from the Taiwan Election
Regaining Retirement Confidence in a Post-Pandemic Environment
Long-Term Asset Class Forecasts: Q4 2024
Systematic High Quality Corporate Fixed Income: August 2024
The French Election and the Markets
US Disinflation Has Further to Run
2024 Midyear Global Market Outlook
Global Market Portfolio 2024
How to Position for Geopolitical Shocks in 2024
UK Autumn Budget Signals Fiscal Expansion
Q4 2024 Cash Outlook
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
Netherlands Snapshot 2020
Sector ETF Momentum Map
Global Equities: A Shift in Performance Drivers
More Cash Sales, Longer Sale Cycle for US Existing Homes
Keep a Foot in Each Camp with Convertible Bonds
Asset Stewardship Report
Growth Fuels Currency Moves
A Customized Climate Bond Strategy
Insurance, Climate-Related Risks and the Rising Cost of Living
A Fundamental Approach to Climate Risk Assessment
Controlling Risk in Systematic Active Fixed Income Portfolios
An Introduction to Systematic Active Fixed Income
Central Bank Check-In: What’s Next Around the Globe
Espresso
State of the Market
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Guide to Using the Sector Momentum Map
Global High Yield Update – Q4 2023
UK Elections: Potential for Upside Surprises
Bond Valuations Remain Unfazed
ESG in Emerging Market Sovereign Debt: An Evolving Conversation
Playback of Client Call: Liquidity Update with Global Trading
Cross-Team Collaboration Sparks Fresh Perspectives
Role of Active and Indexing in Fixed Income Portfolios
Fiscal (In)Stability
Real Assets Insights: Q3 2024
Systematic Equity- Active: Quarterly Q3 2023
How Indexed High Yield Can Complement Private Market Allocations
Equity Outlook: At the Turn of the Tide
US IG Credit – Sticking Close to Benchmark
The Changing World of LDI
Optimizing Your Emerging Markets Equity Portfolio
Trump’s Triumph Delivers Equity Sector Winners and Losers
Decoding the Market Reaction to Trump’s Win
Looking Back and Forward
France’s Fiscal Fragility Strains the Eurozone
Europe in the Spotlight
Tipping Point: Is The RBA On Track For A Rate Hike?
The Performance of US Equities in Election Years Over the Last Century
European ETF Industry Evolution
China’s 2020 National People’s Congress: The Big Policy Pivot
Broadening Out From Tech
The Case for Active Investing in Equities
Labor Market Resilience Offsets Geopolitical Tensions
Featured Insights
High Yield in Focus
Emerging Market Debt Market Commentary: April 2024
Macro Resilience Continues to Support Markets
A Case For: Sustainable Climate Bond Strategy
The Outlook for Infrastructure in 2024
The Wait Is Over
India: Where the Fireworks Come From
Can Japanese Equities Recover to New Highs?
Emerging Market Debt Commentary: October 2024
Key Takeaways from the Fed Meeting
UK Budget: 7 Takeaways for UK Pension Schemes
China’s Latest Stimulus: Boosting Price, not Earnings
What Does the Return of Oil Volatility Mean for Commodities?
Why an Equal-Weighted Index Is Not in Fact Equal
An Advanced Perspective on Securities Lending
A Letter From Our CIO: Indexed Fixed Income Update
Global High Yield Update – Q3 2024
Three Climate-Transition Stock Stories
UK Election Outlook
Third Quarter 2019 Forecast
Unlocking the Korea Discount
What to Know About the Dutch Pension Reform
Transition Into Broad Equities Exposure With ESG ETFs
Navigating the Risk/Return Trade-off in SAFI Portfolios
High Yield Still in Focus
US Election Wrap-up: The Comeback President and What Happens Next
US Elections: Global Spillover Effects
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Emerging Market Debt Commentary: Q1 2024
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
Market Regime Indicator: Q2 2024
Political and Economic Unknowns Drive Equity Sector Shifts
Emerging Market Debt Market Commentary: February 2024
Exploring the Full Spectrum of Fixed Income Strategies
Investment Implications of BOJ’s Great Normalization
The Case for Defensive Equity Strategies
How To Invest: A Step by Step Guide
Monthly Cash Review November 2024
2020 Vision: Focus on Finding Opportunities
Software: Still Eating the World Just Taking a Pause to Digest
Elections
Credit Style Factors Explained
Emerging Market Debt at State Street Global Advisors
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
Softening US Data Warrants Cautious Fed Approach
Positioning the Pieces
Shifting Sands: The GCC’s Equity Market Transformation
How Bank Loan ETFs Can Complement Private Market Allocations
Climate Bond Investing — Reduce the Carbon, Fund the Transition
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Small-cap Equities: Entering a Sweet Spot?
The Case for Emerging Markets Small-Cap Equity
Is Sentiment Turning?
LDI Monthly Update: January 2024
Asset Stewardship Report 2018
US Macro Data Coming in Hot and Cold
Emerging Markets Beyond China
US Elections Finish Line in Sight: Revisiting Our Outlook
EMD Hard Currency
When Policy Rates Are Higher Than Growth
An Active Fundamental Approach to the US Market
Making It Plain: Our Asset Stewardship Approach
2024 US Presidential Election Preview
Putting the Power of AI to Work in Investing
The Fixed Income Side of Factor Investing: What Investors Need to Know
ESG Insights
Books Every Investor Should Read
Risk Sentiments Still Favor Equities
Q4 2024 Bond Compass
Path Clear for Rate Cut in September
The Impact of Crisis-Driven Dividend Cuts
Long-Term Asset Class Forecasts: Q2 2024
Commodities Set for Revival Amid Global Shifts
Global Retirement Reality Report
Emerging Market Debt Market Commentary: May 2024
Decoupling Volatility of Bonds vs Stocks
Convertibles Well Positioned for a Soft Landing
The Evergreen Case for a Strategic Allocation to High Yield
US Unemployment Rate Bottoming Out Gently but Surely
5 Questions Every Scheme Should Ask in 2024
Shining a Light on Small Caps
Emerging Market Debt: Market Commentary Q2 2024
Back to the Futures: How Derivative Pricing Can Impact Index Funds
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
Dividend Income for Stability As We Approach Peak Rates
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
Economic parallels: China's future and the echoes of Japan's lost decades
EM Equities at a Crossroads: Which Signs to Follow?
Odds of RBA Rate Hike Increase
Can Machine Learning Improve Portfolio Risk-Adjusted Performance? A Smart Beta Case Study
Investment Trends Among Sovereign Wealth Funds
The Growing US Budget Deficit
Quantum Computing: Evolution or Revolution?
US Mid-cap Equities–Economic Exceptionalism at a Reasonable Price
Robust Growth in UK Services Activity
An Unusual Mortgage Refinancing Cycle Ahead
Australian Retirement Survey During a Time of Change
2023 Global Retirement Reality Report: US Snapshot
Emerging Market Debt Commentary: August 2024
De-Risking Effectively Using Fixed Income Building Blocks
Market Regime Indicator: Q1 2024
Understanding Money Market Funds
Putting Investment Decisions Into Context
US Jobs Data Not Bad Enough
A Better Macro Policy Framework for Europe
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
Charitable Asset Management
US Housing Sector Soft Patch Broadens
Pessimistic US Consumers May Have A Point, After All
Rising Political Risks Drive Currency Markets