Skip to main content
Stewardship Activity Report: Q3 2024
Six Grey Swans That Could Move Markets in 2024
Spotting Trends: Sectors to Consider in a Changed World
Q3 2024 Cash Outlook
US Small Businesses Scale Back Hiring, Compensation Plans
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
State of the Market
Global Market Portfolio 2024
Expectation Improves for Equities
Bank of England Considers Rate Cut in Coming Quarters
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
Geopolitical Outlook 2025
EU Climate Benchmarks, Part 3
The Markets
A Capital Efficient Approach for Managing DB Plan Assets
Featured Cash Insights
Exploring the Full Spectrum of Fixed Income Strategies
Stewardship Activity Report: Q4 2023
Market Regime Indicator: Q4 2023
Monthly Cash Review – EUR
Systematic High Quality Corporate Fixed Income: August 2024
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Why & How S&P 500 ESG Leaders Works
Climate Scenarios: Unpacking the 1.5°C Pathways
Takeaways from the Taiwan Election
USD Down, but Not Yet Out
Canada Snapshot
EU Climate Benchmarks: Standards and Implications
Convexity in Fixed Income Portfolio Management
The Evolving Opportunity in Emerging Market Equities
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
France’s Fiscal Fragility Strains the Eurozone
Systematic Investing in Credit Is Now Feasible
Latest Data Suggests Need for Urgency
High Yield in Focus
Global High Yield Update – Q2 2024
Making Private Credit Allocations vs Leveraged Loans and High Yield
An Active Fundamental Approach to the US Market
The Case for Active Investing in Equities
Q1 2024 Credit Research Outlook
Putting Investment Decisions Into Context
Monthly Cash Review December 2024
Lending Returns Decline Along With Volatility
Market Regime Indicator: Q1 2024
2024 Midyear Global Market Outlook
EU Climate Benchmarks: Paris Aligned or Climate Transition?
Sector ETF Momentum Map
Why were funds so short
UK Budget: 7 Takeaways for UK Pension Schemes
Espresso
Australian Retirement Survey During a Time of Change
Shocks and Reversals
Building a Portfolio: A Closer Look at Our Process
Understanding Money Market Funds
The Case for Allocating to Emerging Market Debt
Fed Balance Sheet And Financial System Liquidity Measures
US Elections: Global Spillover Effects
Making Connections
US Housing Activity Shifts
US Economy Is Slowing
Lofty Real Rate Expectations
The Problem With Too Long of a Fed Delay?
A Fundamental Approach to Climate Risk Assessment
Is the US Facing a Grand Era of De-Regulation?
China’s 2020 National People’s Congress: The Big Policy Pivot
Gains in US Services Employment Near Pre-Covid Norms
Odds of Larger ECB Cuts Increase
China’s Latest Stimulus: Boosting Price, not Earnings
Sentiment Improves for Fixed Income
Emerging Markets Beyond China
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
Overweight in High Yield Extended
Investment Trends Among Sovereign Wealth Funds
Yen: Opportunistic, but Limited Intervention
Climate Bond Investing — Reduce the Carbon, Fund the Transition
USD Holds Steady in Tight Range
Will These Grey Swans Take Flight in 2024
Making It Plain: Our Asset Stewardship Approach
Emerging Markets: Choose the Right Target
The Tidal Wave of Global Debt: Causes and Consequences
Weekly Economic Perspectives, 26 April 2024
Regaining Retirement Confidence in a Post-Pandemic Environment
2023 Global Retirement Reality Report: UK Snapshot
An Unusual Mortgage Refinancing Cycle Ahead
Putting the Power of AI to Work in Investing
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
India Surpasses China in MSCI Index
A Letter From Our CIO: Indexed Fixed Income Update
Emerging Market Equities: A Golden Era for Alpha Gen?
How To Invest: A Step by Step Guide
How to Position for Geopolitical Shocks in 2024
US Dollar Looks Oversold
Introduction to Barclays QPS
Guide to Using the Sector Momentum Map
What to Know About the Dutch Pension Reform
Convertibles Well Positioned for a Soft Landing
UK Election Outlook
Q4 2024 Bond Compass
Credit Style Factors Explained
Yen Set for Gains in Volatile Markets
Risk Sentiments Still Favor Equities
When Policy Rates Are Higher Than Growth
EMD Hard Currency
Implementation Alpha: Adding Value in Indexed Fixed Income
10-Year Yield Climbs Against Fed Policy
US Election Wrap-up: The Comeback President and What Happens Next
A Case For: Sustainable Climate Bond Strategy
Investment Implications of BOJ’s Great Normalization
Elections
Outlook Improves for Fixed Income
Tipping Point: Is The RBA On Track For A Rate Hike?
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
Path to Lower Rates Won’t Be Uniform
Webcast Fed Liquidity Programs and ETFs
Constructing and Implementing a SAFI Portfolio
Factoring in Cash Flow: the Rise of Quality Aristocrats
The Fed forays into ETFs
2024 US Presidential Election Preview
Economic Growth Exceeds Expectations
Emerging Market Debt Commentary: Q4 2023
Is the End Well-Nigh for Quantitative Tightening?
Insurance, Climate-Related Risks and the Rising Cost of Living
US Election 2024: The Final Countdown
An Introduction to Systematic Active Fixed Income
January a Bump on, Not the End of US Disinflation Journey
Inflation Signals December Rate Cut
Skilling Up During Disruption
Another Robust Quarter for US Household Consumption
Long-Term Asset Class Forecasts: Q3 2024
Quality: The Path to Durable Competitive Advantage
LDI Monthly Update: January 2024
India Elections: Mind the Policy Gap
Market Forecasts: Q2 2024
The Modernization of Bond Market Trading and its Implications
Positioning The Pieces: GMO Implementation Guide
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
Emerging Market Debt: Market Commentary Q3 2024
There is Still Time to Move to Prime
A Letter From Our CIO: Systematic Equity Update
The Role of Bank Regulations in Repo Market Disfunction
Elections and Equities: The Impact of the US Election on Sector Investing
A Time for Sentiment
Trump’s Triumph Delivers Equity Sector Winners and Losers
Emerging Opportunities
2022 Global Retirement Reality Report: Ireland Snapshot
Inflation Continues to Dominate Market Action
ESG Insights
Time to Play Defense in the Bond Proxy Sectors?
Inflation Report Surprises Fade Rate Cut Prospects
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Exploring Transformative Technologies
European ETFs Proved Resilient in 2023
US Mid Caps: the Goldilocks Equity Sector in a Trump World
Odds of Fed December Cut Increase
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
UK Autumn Budget Signals Fiscal Expansion
Emerging Market Debt Enhancing a Global Bond Portfolio
Systematic Equity — Active: Alpha Innovation and Advanced Technology
Equities and the Path Forward
2024 US Election – Big or Small Macro Policy Shift Coming?
The Impact of Crisis-Driven Dividend Cuts
Emerging Market Debt Commentary: October 2024
A Customized Climate Bond Strategy
Odds of RBA Rate Hike Increase
Non-defense Aircraft Weigh on US Durable Goods Orders
Three Climate-Transition Stock Stories
2023 Global Retirement Reality Report: Ireland Snapshot
Worsening US Labor Differential Flashes Warning Sign
Adapt and Thrive: Evolution and Innovation in Emerging Markets
Unlocking the Securities Lending Potential of UCITS ETFs
US Equities Keep Rolling: Could It Really Be This Easy?
Global High Yield Update Q1 2024
Growth Fuels Currency Moves
Fixed Income Midyear Outlook: Phase Transition
Canada Inflation Continues to Ease
De-Risking Effectively Using Fixed Income Building Blocks
US Macro Data Coming in Hot and Cold
Stage Being Set for Bank of Japan Rate Hike
Emerging Market Debt at State Street Global Advisors
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
Charitable Asset Management
Decoding the Market Reaction to Trump’s Win
Election Overshadows Fed's Rate Cut
European Parliament Elections Matter in the Medium Term
Master the Mechanics of ETF Trading – Prüfung (test)
Gaps and Overlaps in SMID-Cap Exposure
Q2 2024 Cash Outlook
Global Retirement Reality Report
The Evergreen Case for a Strategic Allocation to High Yield
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Stewardship Activity Report: Q1 2024
Stewardship Activity Report: Q3 2023
Europe in the Spotlight
Finding the Right Path
The Case for Emerging Markets Small-Cap Equity
Liquid Real Assets in DC Pension Plans
US Growth and Elections Drive Currency Markets
Financial Stocks: Banking on Trump
Global High Yield Update – Q4 2023
Expect Bank of England to Cut in August
Trading Best Practices for Volatile Markets
Japan’s Path Ahead Amid Political Uncertainty
India: Where the Fireworks Come From
Is Sentiment Turning?
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
Investing in Sustainable Growth: Q2 2024
High Yield Now an Overweight
Emerging Market Debt: Market Commentary Q2 2024
Market Forecasts: Q4 2024
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Emerging Market Debt
Long-Term Asset Class Forecasts: Q2 2024
G10 Currencies to Remain Range Bound
Global Convertible Bonds: A Balanced Profile for a Soft Landing
UK Elections: Potential for Upside Surprises
Sentiment Turns Positive for Emerging Markets
The Case for Defensive Equity Strategies
Our Approach to Leveraged Loan Indexing: A Q&A
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Controlling Risk in Systematic Active Fixed Income Portfolios
LDI Monthly Update: February 2024
Forecasts Improve for the Agg
Case Studies on Climate-Thematic Equity Investment Solutions
Equity Outlook: At the Turn of the Tide
Why & How S&P 500 ESG Leaders Works
Black Sheep of US Macro Proves Economy Slowing
Do Presidential Elections Influence US Equities?
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
Real Assets and Private Market Liquidity Considerations
Defined Benefit Dynamism: Navigating Towards Better Outcomes
Real Assets Review
Macro Resilience Continues to Support Markets
Investment Research Offsite 2024 Recap
Asset Stewardship Report
S&P 500 Leadership Shifts Beyond Tech
GCC Fixed Income: An Alternative Diversifier to Core Allocations
The US Housing Recession Is Over
The Performance of US Equities in Election Years Over the Last Century
Central Bank Check-In: What’s Next Around the Globe
Robust Growth in UK Services Activity
Emerging Market Debt Commentary: January 2024
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Macroeconomic Outlook 2025
Stewardship Activity Report: Q2 2024
Looking Back and Forward
How Bank Loan ETFs Can Complement Private Market Allocations
Global CIO Reaction to US Presidential Election
The Outlook for Emerging Market Debt Improves
Emerging Market Debt Commentary: November 2024
Pessimistic US Consumers May Have A Point, After All
Cross-Team Collaboration Sparks Fresh Perspectives
Global Forecasts Are Little Changed
Commodities Set for Revival Amid Global Shifts
Q4 2024 Credit Research Outlook
Key Takeaways from the Fed Meeting
Fixed Income Roadmap 2024
Fixed Income Outlook 2025
Shifting Sands: The GCC’s Equity Market Transformation
Weighing Your De-Risking Options
More Cash Sales, Longer Sale Cycle for US Existing Homes
Could We See Further USD Gains?
Broadening Out From Tech
Climate Facts
2020 Vision: Focus on Finding Opportunities
GCC Region in Bloom
Softening US Data Warrants Cautious Fed Approach
2022 Global Retirement Reality Report: UK Snapshot
Emerging Market Debt Market Commentary: April 2024
Path Clear for Rate Cut in September
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Mortgage Optimism Boosts Sentiment
European Equities Continue to Find Favor
The Fixed Income Side of Factor Investing: What Investors Need to Know
Back to the Futures: How Derivative Pricing Can Impact Index Funds
Exploring the Link Between Stock Price Volatility and ESG Scores
A Balanced Approach in US Equities is Starting to Pay Dividends
Is Trump a Green Light for Convertibles and US High Yield?
Optimizing a Global Credit Portfolio
Real Assets Insights: Q3 2024
High Yield Still in Focus
US Jobs Data Not Bad Enough
US Housing Sector Soft Patch Broadens
The Changing World of LDI
Tariffs Pose Risk to the US Deficit
Investing in Sustainable Growth: Q4 2023
Emerging Market Debt Commentary: Q1 2024
Reinventing Shareholder Activism: Stewardship
USD Poised for Downward Correction
Expectations Improve for US Equities
Economic parallels: China's future and the echoes of Japan's lost decades
Gold Nuggets: Records Are Made to Be Broken
Fiscal (In)Stability
A Turn to Japan
Introduction to SPDR Portfolio Consulting
Plenty of Drama, But Same Story
Monthly Cash Review - GBP
Bond Yields Rise as US Election Draws Near
SPDR® ETFs Throughout the COVID-19 Crisis
Select Funds Reclassified Under SFDR Article 8
Monthly Cash Review - GBP
Disinflation Exception? The Special Case Of Insurance Costs
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Elections Extend US Dollar Strength
How Indexed High Yield Can Complement Private Market Allocations
Market Forecasts: Q1 2024
What Does the Return of Oil Volatility Mean for Commodities?
Optimizing Your Emerging Markets Equity Portfolio
US Elections Finish Line in Sight: Revisiting Our Outlook
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Liquidity in SAFI Portfolios
Portfolio Construction Beyond 60/40
Overview: Systematic Active Fixed Income Signals
The Wait Is Over
US Consumers Inflation Expectations Normalize
Unlocking the Korea Discount
Equity Market Outlook 2025
SSGA Canadian Long-Term Asset Class Forecasts
Political and Economic Unknowns Drive Equity Sector Shifts
Featured Insights
Supply Chains Before and After the Pandemic
Emerging Market Debt Market Commentary: May 2024
A Better Macro Policy Framework for Europe
Market Forecasts: Q3 2024
Is AI the Right Prescription for the Health Care Industry?
US Disinflation Has Further to Run
EM Equities at a Crossroads: Which Signs to Follow?
US Consumer Credit Dynamics Send Cautionary Signals
Q3 Credit Research Outlook
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
Emerging Market Debt Commentary: August 2024
The Weekly ETF Brief
Inflation Relief Boosts Rate Cut Expectations
Market Concentration, Dispersion, and the Active-Passive Debate
Rising Political Risks Drive Currency Markets
Real Assets Insights: Q1 2024
ECB Has Room to Cut More
Canada GDP Growth Exceeds Expectations
Bonds are Back Where to Look, What to Do in 2024
Portfolio Protection: A Renaissance for Government Bonds
The Bullish Case for Japanese Equities
Emerging Market Debt Market Commentary: February 2024
Asset Stewardship Report 2018
Long-Term Asset Class Forecasts: Q4 2024
Monthly Cash Review – EUR
Environmental Stewardship Highlights
Time Again for Outcome Investing?
Can Japanese Equities Recover to New Highs?
2023 Global Retirement Reality Report: US Snapshot
Asset Tokenization in Capital Markets
Bank Deposits Versus Money Market Funds
Alpha Insights: Positioning for Peaking Yields
Q4 2024 Cash Outlook
The Case for High Yield
Q2 2024 Credit Research Outlook
Fixed Income Stewardship Program Updates
2022 Global Retirement Reality Report: US Snapshot
Implementation: Going from Theory to Action
The French Election and the Markets
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
SSGAL Section 172 Statement
Software: Still Eating the World Just Taking a Pause to Digest
Quarterly Edition: Gentle Step Down in Global Growth
USD Strength Hinges on Policy Stance
April CPI Data Brings Relief
Navigating the Risk/Return Trade-off in SAFI Portfolios
September CPI Stronger Than Expected
2024 ETF Impact Survey
Gold as a Strategic Asset Class
MPFL Section 172 Statement
US Public Debt at Record High
Active Quantitative Equity Quarterly
Quantum Computing: Evolution or Revolution?
Playback of Client Call: Liquidity Update with Global Trading
An Advanced Perspective on Securities Lending
European ETF Industry Evolution
LDI Monthly Update: March 2024
Market Volatility’s Back: Get In and Out with Liquid ETFs
European Equities Overweighted
Building a Better Benchmark for Leveraged Loan Indexing
LDI Monthly Update: December 2023
Systematic Equity- Active: Quarterly
The Case for Systematic Investing in Credit
Unlocking Opportunities in the Forgotten 493
Investing in the Future Approaches to Climate Change in Portfolios
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
Labor Market Resilience Offsets Geopolitical Tensions
Fed Cuts Delayed by Robust Labor Market Data
Rising Yields Signal Economic Resilience
Striking a More Defensive Posture
The Rise in Systematic Credit Investing
Third Quarter 2019 Forecast
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
An Update on Dividend Aristocrats
US Unemployment Measures Are Gently Bottoming Out
Managing Private Market Asset Allocations
Global High Yield Update – Q3 2024
Market Regime Indicator: Q2 2024
Ripples From China
Blending Active and Index Building Blocks for Better Fixed Income Outcomes