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