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Europe in the Spotlight
Gaps and Overlaps in SMID-Cap Exposure
Can Japanese Equities Recover to New Highs?
Expectation Improves for Equities
Asset Stewardship Report
European Equities Overweighted
A Letter From Our CIO: Indexed Fixed Income Update
Environmental Stewardship Highlights
Weighing Your De-Risking Options
Credit Style Factors Explained
Disinflation Exception? The Special Case Of Insurance Costs
Geopolitical Outlook 2025
LDI Monthly Update: February 2024
What to Know About the Dutch Pension Reform
Time to Play Defense in the Bond Proxy Sectors?
Political and Economic Unknowns Drive Equity Sector Shifts
Expectations Improve for US Equities
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
More Cash Sales, Longer Sale Cycle for US Existing Homes
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Investing in Sustainable Growth: Q4 2023
Portfolio Protection: A Renaissance for Government Bonds
EM Equities at a Crossroads: Which Signs to Follow?
A Fundamental Approach to Climate Risk Assessment
Active Quantitative Equity Quarterly
The Case for Active Investing in Equities
India Surpasses China in MSCI Index
Inflation Report Surprises Fade Rate Cut Prospects
Positioning The Pieces: GMO Implementation Guide
Exploring the Full Spectrum of Fixed Income Strategies
US Growth and Elections Drive Currency Markets
The Case for Emerging Markets Small-Cap Equity
India: Where the Fireworks Come From
Emerging Markets: Choose the Right Target
Gold Nuggets: Records Are Made to Be Broken
The Outlook for Emerging Market Debt Improves
Emerging Market Debt Commentary: November 2024
EU Climate Benchmarks: Standards and Implications
The Markets
Stewardship Activity Report: Q4 2023
Outlook Improves for Fixed Income
2022 Global Retirement Reality Report: UK Snapshot
SSGA Canadian Long-Term Asset Class Forecasts
Fiscal (In)Stability
UK Election Outlook
Q3 Credit Research Outlook
Regaining Retirement Confidence in a Post-Pandemic Environment
A Time for Sentiment
European ETF Industry Evolution
Making Private Credit Allocations vs Leveraged Loans and High Yield
US Disinflation Has Further to Run
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
An Advanced Perspective on Securities Lending
Economic Growth Exceeds Expectations
US Housing Activity Shifts
The Bullish Case for Japanese Equities
Economic parallels: China's future and the echoes of Japan's lost decades
What Does the Return of Oil Volatility Mean for Commodities?
Is Sentiment Turning?
September CPI Stronger Than Expected
Time Again for Outcome Investing?
Fixed Income Outlook 2025
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
ESG Insights
Gains in US Services Employment Near Pre-Covid Norms
European Equities Continue to Find Favor
Alpha Insights: Positioning for Peaking Yields
Building a Portfolio: A Closer Look at Our Process
Climate Bond Investing — Reduce the Carbon, Fund the Transition
An Update on Dividend Aristocrats
Broadening Out From Tech
S&P 500 Leadership Shifts Beyond Tech
2020 Vision: Focus on Finding Opportunities
US Public Debt at Record High
Emerging Market Debt Enhancing a Global Bond Portfolio
Asset Stewardship Report 2018
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Software: Still Eating the World Just Taking a Pause to Digest
Long-Term Asset Class Forecasts: Q2 2024
Investment Trends Among Sovereign Wealth Funds
Implementation: Going from Theory to Action
Monthly Cash Review December 2024
Is the End Well-Nigh for Quantitative Tightening?
January a Bump on, Not the End of US Disinflation Journey
High Yield Still in Focus
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Our Approach to Leveraged Loan Indexing: A Q&A
Climate Facts
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
Asset Tokenization in Capital Markets
Equity Market Outlook 2025
Bank Deposits Versus Money Market Funds
SPDR® ETFs Throughout the COVID-19 Crisis
Q4 2024 Bond Compass
Emerging Market Debt: Market Commentary Q3 2024
A Balanced Approach in US Equities is Starting to Pay Dividends
US Elections: Global Spillover Effects
Fed Cuts Delayed by Robust Labor Market Data
Making It Plain: Our Asset Stewardship Approach
Systematic Investing in Credit Is Now Feasible
The Weekly ETF Brief
Could We See Further USD Gains?
High Yield Now an Overweight
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Sentiment Turns Positive for Emerging Markets
The Fed forays into ETFs
Emerging Market Debt Commentary: Q1 2024
France’s Fiscal Fragility Strains the Eurozone
Equities and the Path Forward
Macro Resilience Continues to Support Markets
2023 Global Retirement Reality Report: UK Snapshot
Financial Stocks: Banking on Trump
US Election 2024: The Final Countdown
How Bank Loan ETFs Can Complement Private Market Allocations
2022 Global Retirement Reality Report: Ireland Snapshot
How Indexed High Yield Can Complement Private Market Allocations
Sentiment Improves for Fixed Income
Path to Lower Rates Won’t Be Uniform
Tariffs Pose Risk to the US Deficit
Quantum Computing: Evolution or Revolution?
Stage Being Set for Bank of Japan Rate Hike
The Case for High Yield
Sector ETF Momentum Map
A Capital Efficient Approach for Managing DB Plan Assets
Emerging Market Debt: Market Commentary Q2 2024
A Case For: Sustainable Climate Bond Strategy
Unlocking Opportunities in the Forgotten 493
Striking a More Defensive Posture
UK Autumn Budget Signals Fiscal Expansion
USD Strength Hinges on Policy Stance
Emerging Market Debt Commentary: August 2024
Introduction to SPDR Portfolio Consulting
Rising Political Risks Drive Currency Markets
Canada GDP Growth Exceeds Expectations
USD Poised for Downward Correction
Stewardship Activity Report: Q1 2024
Rising Yields Signal Economic Resilience
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Quarterly Edition: Gentle Step Down in Global Growth
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
2023 Global Retirement Reality Report Ireland Snapshot
Looking Back and Forward
Market Forecasts: Q2 2024
An Unusual Mortgage Refinancing Cycle Ahead
Will These Grey Swans Take Flight in 2024?
Elections
Charitable Asset Management
Lofty Real Rate Expectations
Real Assets Review
LDI Monthly Update: December 2023
Building a Better Benchmark for Leveraged Loan Indexing
EU Climate Benchmarks, Part 3
Stewardship Activity Report: Q2 2024
Three Climate-Transition Stock Stories
Factoring in Cash Flow: the Rise of Quality Aristocrats
High Yield in Focus
Trump’s Triumph Delivers Equity Sector Winners and Losers
Market Regime Indicator: Q2 2024
Is Trump a Green Light for Convertibles and US High Yield?
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
European ETFs Proved Resilient in 2023
Controlling Risk in Systematic Active Fixed Income Portfolios
European Parliament Elections Matter in the Medium Term
An Introduction to Systematic Active Fixed Income
2024 US Presidential Election Preview
US Housing Sector Soft Patch Broadens
Third Quarter 2019 Forecast
The Rise in Systematic Credit Investing
Exploring the Link Between Stock Price Volatility and ESG Scores
Emerging Market Debt Commentary: October 2024
2022 Global Retirement Reality Report: US Snapshot
Emerging Market Debt at State Street Global Advisors
Defined Benefit Dynamism: Navigating Towards Better Outcomes
Global Convertible Bonds: A Balanced Profile for a Soft Landing
US Jobs Data Not Bad Enough
Long-Term Asset Class Forecasts: Q3 2024
When Policy Rates Are Higher Than Growth
Overweight in High Yield Extended
Japan’s Path Ahead Amid Political Uncertainty
The US Housing Recession Is Over
Books Every Investor Should Read
Achieving New Frontiers The Role of Bonds in Sustainable Investing
The Problem With Too Long of a Fed Delay?
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Inflation Continues to Dominate Market Action
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
Finding the Right Path
2023 Global Retirement Reality Report: US Snapshot
Global Market Portfolio 2024
UK Budget: 7 Takeaways for UK Pension Schemes
Stewardship Activity Report: Q3 2023
US Election Wrap-up: The Comeback President and What Happens Next
Fixed Income Midyear Outlook: Phase Transition
Global High Yield Update – Q4 2023
Navigating the Risk/Return Trade-off in SAFI Portfolios
Optimizing a Global Credit Portfolio
Bonds are Back Where to Look, What to Do in 2024
State of the Market
Investing in Sustainable Growth: Q2 2024
2024 ETF Impact Survey
Emerging Market Debt Market Commentary: May 2024
10-Year Yield Climbs Against Fed Policy
Elections and Equities: The Impact of the US Election on Sector Investing
Liquidity in SAFI Portfolios
Putting Investment Decisions Into Context
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Q4 2024 Credit Research Outlook
Pessimistic US Consumers May Have A Point, After All
Non-defense Aircraft Weigh on US Durable Goods Orders
Bond Yields Rise as US Election Draws Near
Six Grey Swans That Could Move Markets in 2024
Global Retirement Reality Report
Emerging Market Debt Market Commentary: April 2024
Implementation Alpha: Adding Value in Indexed Fixed Income
UK Elections: Potential for Upside Surprises
US Unemployment Measures Are Gently Bottoming Out
Another Robust Quarter for US Household Consumption
MPFL Section 172 Statement
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
Long-Term Asset Class Forecasts: Q4 2024
2024 US Election – Big or Small Macro Policy Shift Coming?
GCC Region in Bloom
Fed Balance Sheet And Financial System Liquidity Measures
Odds of Larger ECB Cuts Increase
Global High Yield Update Q1 2024
The Fixed Income Side of Factor Investing: What Investors Need to Know
Lending Returns Decline Along With Volatility
Path Clear for Rate Cut in September
How To Invest: A Step by Step Guide
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
A Letter From Our CIO: Systematic Equity Update
Cross-Team Collaboration Sparks Fresh Perspectives
Odds of RBA Rate Hike Increase
Market Forecasts: Q1 2024
Investment Research Offsite 2024 Recap
Canada Inflation Continues to Ease
US Equities Keep Rolling: Could It Really Be This Easy?
The Performance of US Equities in Election Years Over the Last Century
ECB Has Room to Cut More
Emerging Opportunities
The Wait Is Over
Takeaways from the Taiwan Election
The Case for Defensive Equity Strategies
Making Connections
Global High Yield Update – Q3 2024
Bank of England Considers Rate Cut in Coming Quarters
Key Takeaways from the Fed Meeting
Webcast Fed Liquidity Programs and ETFs
Inflation Relief Boosts Rate Cut Expectations
Climate Scenarios: Unpacking the 1.5°C Pathways
SSGAL Section 172 Statement
Constructing and Implementing a SAFI Portfolio
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Q3 2024 Cash Outlook
Global CIO Reaction to US Presidential Election
Is AI the Right Prescription for the Health Care Industry?
Investing in the Future Approaches to Climate Change in Portfolios
Market Regime Indicator: Q4 2023
Plenty of Drama, But Same Story
Emerging Market Debt Commentary: January 2024
Emerging Market Equities: A Golden Era for Alpha Gen?
Worsening US Labor Differential Flashes Warning Sign
Regaining Retirement Confidence in a Post-Pandemic Environment
Commodities Set for Revival Amid Global Shifts
Exploring Transformative Technologies
Australian Retirement Survey During a Time of Change
Global High Yield Update – Q2 2024
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
US Macro Data Coming in Hot and Cold
A Better Macro Policy Framework for Europe
US Small Businesses Scale Back Hiring, Compensation Plans
Systematic High Quality Corporate Fixed Income: August 2024
Shocks and Reversals
LDI Monthly Update: March 2024
Market Volatility’s Back: Get In and Out with Liquid ETFs
Emerging Market Debt Commentary: Q4 2023
Portfolio Construction Beyond 60/40
Managing Private Market Asset Allocations
Yen Set for Gains in Volatile Markets
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
Election Overshadows Fed's Rate Cut
Equity Outlook: At the Turn of the Tide
Fixed Income Stewardship Program Updates
2024 Midyear Global Market Outlook
Unlocking the Korea Discount
Quality: The Path to Durable Competitive Advantage
Systematic Active Fixed Income Investing
Yen: Opportunistic, but Limited Intervention
Putting the Power of AI to Work in Investing
SSGAL Pillar 3 Disclosure Statement 2019
Elections Extend US Dollar Strength
Tipping Point: Is The RBA On Track For A Rate Hike?
Introduction to Barclays QPS
Systematic Equity — Active: Alpha Innovation and Advanced Technology
EU Climate Benchmarks: Paris Aligned or Climate Transition?
Real Assets Insights: Q3 2024
Real Assets Insights: Q1 2024
Espresso
Macroeconomic Outlook 2025
Guide to Using the Sector Momentum Map
LDI Monthly Update: January 2024
Growth Fuels Currency Moves
Central Bank Check-In: What’s Next Around the Globe
Why & How S&P 500 ESG Leaders Works
The Tidal Wave of Global Debt: Causes and Consequences
Shifting Sands: The GCC’s Equity Market Transformation
Convertibles Well Positioned for a Soft Landing
Emerging Markets Beyond China
Inflation Signals December Rate Cut
US Dollar Looks Oversold
Supply Chains Before and After the Pandemic
US Economy Is Slowing
India Elections: Mind the Policy Gap
Market Regime Indicator: Q1 2024
China’s Latest Stimulus: Boosting Price, not Earnings
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Stewardship Activity Report: Q3 2024
The Case for Systematic Investing in Credit
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
The Impact of Crisis-Driven Dividend Cuts
US Elections Finish Line in Sight: Revisiting Our Outlook
Trading Best Practices for Volatile Markets
China’s 2020 National People’s Congress: The Big Policy Pivot
Latest Data Suggests Need for Urgency
Forecasts Improve for the Agg
Is the US Facing a Grand Era of De-Regulation?
Risk Sentiments Still Favor Equities
April CPI Data Brings Relief
US Consumer Credit Dynamics Send Cautionary Signals
Market Forecasts: Q4 2024
Case Studies on Climate-Thematic Equity Investment Solutions
A Turn to Japan
Softening US Data Warrants Cautious Fed Approach
Black Sheep of US Macro Proves Economy Slowing
Global Forecasts Are Little Changed
Back to the Futures: How Derivative Pricing Can Impact Index Funds
A Customized Climate Bond Strategy
Convexity in Fixed Income Portfolio Management
Weekly Economic Perspectives, 26 April 2024
Overview: Systematic Active Fixed Income Signals
Understanding Money Market Funds
Investment Implications of BOJ’s Great Normalization
Fixed Income Roadmap 2024
Emerging Market Debt
Liquid Real Assets in DC Pension Plans
An Active Fundamental Approach to the US Market
How to Position for Geopolitical Shocks in 2024
Real Assets and Private Market Liquidity Considerations
Optimizing Your Emerging Markets Equity Portfolio
The Changing World of LDI
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
Insurance, Climate-Related Risks and the Rising Cost of Living
Market Forecasts: Q3 2024
The Case for Allocating to Emerging Market Debt
The French Election and the Markets
EMD Hard Currency
Canada Snapshot
USD Down, but Not Yet Out
Adapt and Thrive: Evolution and Innovation in Emerging Markets
Skilling Up During Disruption
Odds of Fed December Cut Increase
Expect Bank of England to Cut in August
Master the Mechanics of ETF Trading – Prüfung (test)
Systematic Equity- Active: Quarterly
Unlocking the Securities Lending Potential of UCITS ETFs
GCC Fixed Income: An Alternative Diversifier to Core Allocations
USD Holds Steady in Tight Range
Q4 2024 Cash Outlook
The Evergreen Case for a Strategic Allocation to High Yield
Mortgage Optimism Boosts Sentiment
US Consumers Inflation Expectations Normalize
Robust Growth in UK Services Activity
Featured Insights
Playback of Client Call: Liquidity Update with Global Trading
De-Risking Effectively Using Fixed Income Building Blocks
The Evolving Opportunity in Emerging Market Equities
Ripples From China
The Modernization of Bond Market Trading and its Implications
Labor Market Resilience Offsets Geopolitical Tensions
G10 Currencies to Remain Range Bound
Can Machine Learning Improve Portfolio Risk-Adjusted Performance? A Smart Beta Case Study
Emerging Market Debt Market Commentary: February 2024
Decoding the Market Reaction to Trump’s Win
US Mid Caps: the Goldilocks Equity Sector in a Trump World
Market Concentration, Dispersion, and the Active-Passive Debate