Skip to main content
Takeaways from the Taiwan Election
US Dollar Looks Oversold
Investment Research Offsite 2024 Recap
Market Forecasts: Q3 2024
Monthly Cash Review - GBP
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
US Elections: Global Spillover Effects
ECB Has Room to Cut More
US Housing Sector Soft Patch Broadens
US Small Businesses Scale Back Hiring, Compensation Plans
De-Risking Effectively Using Fixed Income Building Blocks
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
High Yield in Focus
UK Budget: 7 Takeaways for UK Pension Schemes
January a Bump on, Not the End of US Disinflation Journey
Implementation: Going from Theory to Action
Skilling Up During Disruption
The Impact of Crisis-Driven Dividend Cuts
USD Poised for Downward Correction
US Macro Data Coming in Hot and Cold
Quantum Computing: Evolution or Revolution?
How Indexed High Yield Can Complement Private Market Allocations
Pessimistic US Consumers May Have A Point, After All
Software: Still Eating the World Just Taking a Pause to Digest
Q4 2024 Cash Outlook
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
Systematic Equity- Active: Quarterly
Worsening US Labor Differential Flashes Warning Sign
Central Bank Check-In: What’s Next Around the Globe
Monthly Cash Review - GBP
US Election 2024: The Final Countdown
2022 Global Retirement Reality Report: Ireland Snapshot
Adapt and Thrive: Evolution and Innovation in Emerging Markets
EU Climate Benchmarks, Part 3
Reinventing Shareholder Activism: Stewardship
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Portfolio Construction Beyond 60/40
Bank of England Considers Rate Cut in Coming Quarters
The Modernization of Bond Market Trading and its Implications
Investing in the Future Approaches to Climate Change in Portfolios
Elections and Equities: The Impact of the US Election on Sector Investing
The Outlook for Emerging Market Debt Improves
The Case for Emerging Markets Small-Cap Equity
Fiscal (In)Stability
Elections
Unlocking Opportunities in the Forgotten 493
Systematic Investing in Credit Is Now Feasible
Is Sentiment Turning?
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
The Role of Bank Regulations in Repo Market Disfunction
Shocks and Reversals
European Parliament Elections Matter in the Medium Term
Market Regime Indicator: Q4 2023
Weekly Economic Perspectives, 26 April 2024
Exploring Transformative Technologies
Real Assets and Private Market Liquidity Considerations
Expectation Improves for Equities
China’s 2020 National People’s Congress: The Big Policy Pivot
Global Market Portfolio 2024
Canada Inflation Continues to Ease
Positioning The Pieces: GMO Implementation Guide
Unlocking the Korea Discount
Systematic High Quality Corporate Fixed Income: August 2024
Insurance, Climate-Related Risks and the Rising Cost of Living
A Better Macro Policy Framework for Europe
US Mid Caps: the Goldilocks Equity Sector in a Trump World
Global High Yield Update – Q4 2023
Inflation Relief Boosts Rate Cut Expectations
A Fundamental Approach to Climate Risk Assessment
Real Assets Review
2023 Global Retirement Reality Report: US Snapshot
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
Macro Resilience Continues to Support Markets
G10 Currencies to Remain Range Bound
An Advanced Perspective on Securities Lending
Global Convertible Bonds: A Balanced Profile for a Soft Landing
Q2 2024 Credit Research Outlook
India: Where the Fireworks Come From
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Factoring in Cash Flow: the Rise of Quality Aristocrats
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
2022 Global Retirement Reality Report: US Snapshot
Robust Growth in UK Services Activity
Q3 Credit Research Outlook
Emerging Market Debt: Market Commentary Q3 2024
Q3 2024 Cash Outlook
Forecasts Improve for the Agg
The Changing World of LDI
Market Forecasts: Q4 2024
US Disinflation Has Further to Run
The Case for Active Investing in Equities
US Housing Activity Shifts
Shifting Sands: The GCC’s Equity Market Transformation
An Introduction to Systematic Active Fixed Income
Emerging Market Debt Market Commentary: February 2024
EMD Hard Currency
SSGA Canadian Long-Term Asset Class Forecasts
Making Private Credit Allocations vs Leveraged Loans and High Yield
2022 Global Retirement Reality Report: UK Snapshot
Global CIO Reaction to US Presidential Election
GCC Region in Bloom
Bond Yields Rise as US Election Draws Near
Looking Back and Forward
The Weekly ETF Brief
Rising Political Risks Drive Currency Markets
The Performance of US Equities in Election Years Over the Last Century
European Equities Overweighted
Why & How S&P 500 ESG Leaders Works
Stewardship Activity Report: Q1 2024
The Case for Allocating to Emerging Market Debt
France’s Fiscal Fragility Strains the Eurozone
Gold Nuggets: Records Are Made to Be Broken
Lending Returns Decline Along With Volatility
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Global Retirement Reality Report
Our Approach to Leveraged Loan Indexing: A Q&A
Cross-Team Collaboration Sparks Fresh Perspectives
Time Again for Outcome Investing?
2024 US Presidential Election Preview
India Surpasses China in MSCI Index
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Climate Bond Investing — Reduce the Carbon, Fund the Transition
April CPI Data Brings Relief
Expectations Improve for US Equities
Elections Extend US Dollar Strength
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Stewardship Activity Report: Q3 2023
Global High Yield Update – Q2 2024
European ETF Industry Evolution
Lofty Real Rate Expectations
Trading Best Practices for Volatile Markets
US Economy Is Slowing
An Update on Dividend Aristocrats
Stewardship Activity Report: Q3 2024
Macroeconomic Outlook 2025
US Elections Finish Line in Sight: Revisiting Our Outlook
The Rise in Systematic Credit Investing
Path Clear for Rate Cut in September
Sentiment Improves for Fixed Income
Why were funds so short
High Yield Now an Overweight
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Featured Insights
US Unemployment Measures Are Gently Bottoming Out
2024 US Election – Big or Small Macro Policy Shift Coming?
Q2 2024 Cash Outlook
Rising Yields Signal Economic Resilience
Emerging Market Debt Market Commentary: May 2024
Inflation Signals December Rate Cut
2024 ETF Impact Survey
Q1 2024 Credit Research Outlook
Emerging Market Debt at State Street Global Advisors
10-Year Yield Climbs Against Fed Policy
Asset Stewardship Report
Climate Facts
Select Funds Reclassified Under SFDR Article 8
The Evolving Opportunity in Emerging Market Equities
A Letter From Our CIO: Indexed Fixed Income Update
Q4 2024 Credit Research Outlook
Systematic Equity — Active: Alpha Innovation and Advanced Technology
Inflation Report Surprises Fade Rate Cut Prospects
Introduction to SPDR Portfolio Consulting
US Growth and Elections Drive Currency Markets
Third Quarter 2019 Forecast
Europe in the Spotlight
Political and Economic Unknowns Drive Equity Sector Shifts
Supply Chains Before and After the Pandemic
Guide to Using the Sector Momentum Map
LDI Monthly Update: January 2024
Emerging Market Debt
The Fixed Income Side of Factor Investing: What Investors Need to Know
Liquid Real Assets in DC Pension Plans
Emerging Market Debt Commentary: January 2024
SPDR® ETFs Throughout the COVID-19 Crisis
Stage Being Set for Bank of Japan Rate Hike
Inflation Continues to Dominate Market Action
Economic parallels: China's future and the echoes of Japan's lost decades
A Letter From Our CIO: Systematic Equity Update
The US Housing Recession Is Over
Global Forecasts Are Little Changed
Equity Outlook: At the Turn of the Tide
Case Studies on Climate-Thematic Equity Investment Solutions
Market Forecasts: Q2 2024
Real Assets Insights: Q1 2024
Financial Stocks: Banking on Trump
India Elections: Mind the Policy Gap
Australian Retirement Survey During a Time of Change
Is AI the Right Prescription for the Health Care Industry?
Latest Data Suggests Need for Urgency
Market Forecasts: Q1 2024
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
Is the End Well-Nigh for Quantitative Tightening?
The Fed forays into ETFs
Defined Benefit Dynamism: Navigating Towards Better Outcomes
An Unusual Mortgage Refinancing Cycle Ahead
Ripples From China
Equities and the Path Forward
A Time for Sentiment
Is the US Facing a Grand Era of De-Regulation?
Making Connections
The Problem With Too Long of a Fed Delay?
Charitable Asset Management
The Wait Is Over
Three Climate-Transition Stock Stories
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
Election Overshadows Fed's Rate Cut
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
Emerging Market Debt Commentary: October 2024
Alpha Insights: Positioning for Peaking Yields
Sector ETF Momentum Map
Exploring the Full Spectrum of Fixed Income Strategies
Liquidity in SAFI Portfolios
Path to Lower Rates Won’t Be Uniform
Emerging Markets Beyond China
Fed Balance Sheet And Financial System Liquidity Measures
The Case for Systematic Investing in Credit
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
Japan’s Path Ahead Amid Political Uncertainty
Webcast Fed Liquidity Programs and ETFs
Emerging Market Debt Commentary: August 2024
Q4 2024 Bond Compass
A Case For: Sustainable Climate Bond Strategy
What to Know About the Dutch Pension Reform
European ETFs Proved Resilient in 2023
Building a Better Benchmark for Leveraged Loan Indexing
Geopolitical Outlook 2025
Fixed Income Outlook 2025
Putting Investment Decisions Into Context
Credit Style Factors Explained
Outlook Improves for Fixed Income
Gaps and Overlaps in SMID-Cap Exposure
Bank Deposits Versus Money Market Funds
Global High Yield Update Q1 2024
Plenty of Drama, But Same Story
Quarterly Edition: Gentle Step Down in Global Growth
Market Volatility’s Back: Get In and Out with Liquid ETFs
Modern Fixed Income
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
Odds of Fed December Cut Increase
Long-Term Asset Class Forecasts: Q3 2024
Key Takeaways from the Fed Meeting
Canada GDP Growth Exceeds Expectations
Controlling Risk in Systematic Active Fixed Income Portfolios
Equity Market Outlook 2025
Tariffs Pose Risk to the US Deficit
Convexity in Fixed Income Portfolio Management
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
UK Elections: Potential for Upside Surprises
US Equities Keep Rolling: Could It Really Be This Easy?
Black Sheep of US Macro Proves Economy Slowing
Odds of Larger ECB Cuts Increase
UK Election Outlook
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Can Japanese Equities Recover to New Highs?
US Consumer Credit Dynamics Send Cautionary Signals
Yen: Opportunistic, but Limited Intervention
September CPI Stronger Than Expected
Back to the Futures: How Derivative Pricing Can Impact Index Funds
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
US Jobs Data Not Bad Enough
The Tidal Wave of Global Debt: Causes and Consequences
A Turn to Japan
Risk Sentiments Still Favor Equities
USD Strength Hinges on Policy Stance
Emerging Market Debt Enhancing a Global Bond Portfolio
Finding the Right Path
Commodities Set for Revival Amid Global Shifts
The Case for Defensive Equity Strategies
Featured Cash Insights
Odds of RBA Rate Hike Increase
Another Robust Quarter for US Household Consumption
Unlocking the Securities Lending Potential of UCITS ETFs
Making It Plain: Our Asset Stewardship Approach
Emerging Market Debt: Market Commentary Q2 2024
Implementation Alpha: Adding Value in Indexed Fixed Income
Is Trump a Green Light for Convertibles and US High Yield?
Could We See Further USD Gains?
A Balanced Approach in US Equities is Starting to Pay Dividends
The Case for High Yield
An Active Fundamental Approach to the US Market
Emerging Market Debt Commentary: Q4 2023
Monthly Cash Review December 2024
MPFL Section 172 Statement
Softening US Data Warrants Cautious Fed Approach
Playback of Client Call: Liquidity Update with Global Trading
Emerging Market Equities: A Golden Era for Alpha Gen?
The Markets
Putting the Power of AI to Work in Investing
Decoding the Market Reaction to Trump’s Win
Fixed Income Midyear Outlook: Phase Transition
Market Concentration, Dispersion, and the Active-Passive Debate
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Canada Snapshot
2024 Midyear Global Market Outlook
When Policy Rates Are Higher Than Growth
Emerging Market Debt Market Commentary: April 2024
Will These Grey Swans Take Flight in 2024
EU Climate Benchmarks: Standards and Implications
Portfolio Protection: A Renaissance for Government Bonds
GCC Fixed Income: An Alternative Diversifier to Core Allocations
Constructing and Implementing a SAFI Portfolio
US Election Wrap-up: The Comeback President and What Happens Next
China’s Latest Stimulus: Boosting Price, not Earnings
Labor Market Resilience Offsets Geopolitical Tensions
European Equities Continue to Find Favor
Economic Growth Exceeds Expectations
Exploring the Link Between Stock Price Volatility and ESG Scores
USD Holds Steady in Tight Range
Real Assets Insights: Q3 2024
The French Election and the Markets
Active Quantitative Equity Quarterly
Long-Term Asset Class Forecasts: Q4 2024
Weighing Your De-Risking Options
Managing Private Market Asset Allocations
Yen Set for Gains in Volatile Markets
SSGAL Section 172 Statement
2023 Global Retirement Reality Report: Ireland Snapshot
State of the Market
US Consumers Inflation Expectations Normalize
Expect Bank of England to Cut in August
A Customized Climate Bond Strategy
Optimizing Your Emerging Markets Equity Portfolio
Environmental Stewardship Highlights
More Cash Sales, Longer Sale Cycle for US Existing Homes
Fixed Income Roadmap 2024
Bonds are Back Where to Look, What to Do in 2024
Convertibles Well Positioned for a Soft Landing
Growth Fuels Currency Moves
US Public Debt at Record High
What Does the Return of Oil Volatility Mean for Commodities?
Overview: Systematic Active Fixed Income Signals
Monthly Cash Review – EUR
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Master the Mechanics of ETF Trading – Prüfung (test)
How To Invest: A Step by Step Guide
Investing in Sustainable Growth: Q2 2024
Trump’s Triumph Delivers Equity Sector Winners and Losers
How to Position for Geopolitical Shocks in 2024
Overweight in High Yield Extended
How Bank Loan ETFs Can Complement Private Market Allocations
EM Equities at a Crossroads: Which Signs to Follow?
Stewardship Activity Report: Q4 2023
Market Regime Indicator: Q2 2024
Time to Play Defense in the Bond Proxy Sectors?
Gains in US Services Employment Near Pre-Covid Norms
Navigating the Risk/Return Trade-off in SAFI Portfolios
Emerging Opportunities
Mortgage Optimism Boosts Sentiment
The Bullish Case for Japanese Equities
Non-defense Aircraft Weigh on US Durable Goods Orders
UK Autumn Budget Signals Fiscal Expansion
A Capital Efficient Approach for Managing DB Plan Assets
The Evergreen Case for a Strategic Allocation to High Yield
Emerging Market Debt Commentary: November 2024
Six Grey Swans That Could Move Markets in 2024
Sentiment Turns Positive for Emerging Markets
High Yield Still in Focus
Regaining Retirement Confidence in a Post-Pandemic Environment
Investing in Sustainable Growth: Q4 2023
Introduction to Barclays QPS
Asset Tokenization in Capital Markets
Stewardship Activity Report: Q2 2024
USD Down, but Not Yet Out
Espresso
Optimizing a Global Credit Portfolio
S&P 500 Leadership Shifts Beyond Tech
Emerging Market Debt Commentary: Q1 2024
Fed Cuts Delayed by Robust Labor Market Data
ESG Insights
Investment Trends Among Sovereign Wealth Funds
Broadening Out From Tech
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
Disinflation Exception? The Special Case Of Insurance Costs
Emerging Markets: Choose the Right Target
Long-Term Asset Class Forecasts: Q2 2024
Striking a More Defensive Posture
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Market Regime Indicator: Q1 2024
Fixed Income Stewardship Program Updates
Investment Implications of BOJ’s Great Normalization
2020 Vision: Focus on Finding Opportunities
There is Still Time to Move to Prime
Building a Portfolio: A Closer Look at Our Process
Monthly Cash Review – EUR
Global High Yield Update – Q3 2024
Tipping Point: Is The RBA On Track For A Rate Hike?
Asset Stewardship Report 2018
Understanding Money Market Funds
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
LDI Monthly Update: December 2023
Quality: The Path to Durable Competitive Advantage