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The French Election and the Markets
Small-cap Equities: Crafted for a Soft Landing
Bank of England Considers Rate Cut in Coming Quarters
US Large-cap Equities — Seeing an Entry Point Amid Derating and Upside Surprises
Robust Growth in UK Services Activity
The Case for High Yield
US Equities Keep Rolling: Could It Really Be This Easy?
Espresso
China’s Growth Trajectory Bears Close Watching
Positioning the Pieces
Positioning The Pieces: GMO Implementation Guide
Stewardship Activity Report: Q4 2023
Correction at the Long End of the Bond Curve
Cautiously Optimistic: The Story of ETF Flows in H1 2023
Quarterly Edition: Gentle Step Down in Global Growth
Inflation Report Surprises Fade Rate Cut Prospects
Macroeconomic and Geopolitical Outlook 2024
April CPI Data Brings Relief
Inflation Relief Boosts Rate Cut Expectations
Small-cap Equities: Entering a Sweet Spot?
Gains in US Services Employment Near Pre-Covid Norms
Asset Stewardship Report
Find the Right Gold for Your Portfolio
The Future State of Fixed Income
US Consumers Are Highly Attuned to Declining Job Openings
The Bullish Case for Japanese Equities
US Continuing Unemployment Claims Near Cycle Highs
Will the Fed Put the Soft Landing in Jeopardy at Jackson Hole?
Key Takeaways from the Fed Meeting
Global Equities: A Shift in Performance Drivers
ESG Insights
2024 Midyear Global Market Outlook
Featured Insights
Wage Disinflation Key to Preserving US Soft Landing Path
Stewardship Activity Report: Q3 2023
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
EM Small Caps: Embrace Economic Growth with a Lower China Dependency
Environmental Stewardship Highlights
US Mid-cap Equities–Economic Exceptionalism at a Reasonable Price
Can Machine Learning Improve Portfolio Risk-Adjusted Performance? A Smart Beta Case Study
Takeaways from the Taiwan Election
Jumping Through Hoops: BoJ’s Path to Normalization
2024 US Presidential Election Preview
Latest Data Suggests Need for Urgency
Central Bank Check-In: What’s Next Around the Globe
Finding Sanctuary in Short Rates
US Small & Mid Caps — Moderating Inflation Makes All the Difference
Can the Soft Landing Survive the Fed?
Is the US Facing a Grand Era of De-Regulation?
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Calmer times ahead for Global Aggregate?
Convexity in Fixed Income Portfolio Management
Q2 Investment Outlook
The Problem With Too Long of a Fed Delay?
Moderation in US Wage Inflation Is Key Labor Market Trend
European ETF Industry Evolution
US Economy Is Slowing
Another Robust Quarter for US Household Consumption
Fixed Income Outlook 2024
The Board's Oversight of Racial and Ethnic Diversity, Equity and Inclusion
Yen: Opportunistic, but Limited Intervention
Dividend Income for Stability As We Approach Peak Rates
How to Position for Geopolitical Shocks in 2024
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Introduction to Infrastructure
Gold Nuggets: Records Are Made to Be Broken
US Consumers Inflation Expectations Normalize
The Fed forays into ETFs
Stewardship Activity Report: Q2 2023
Introduction to SPDR Portfolio Consulting
More Cash Sales, Longer Sale Cycle for US Existing Homes
Quarterly Edition US Resilience Aside Global Growth Is Slowing
Comparing Gold to Other Alternative Investments
Investment Implications of BOJ’s Great Normalization
Small Firms Participate in and Aid US Disinflation Process
Q2 2024 Bond Compass
An Update on Dividend Aristocrats
Unlocking the Securities Lending Potential of UCITS ETFs
The Defensive Qualities of High Yield
Unlocking Opportunities in the Forgotten 493
Why & How S&P 500 ESG Leaders Works
A Better Macro Policy Framework for Europe
Gold as a Strategic Asset Class
Elections
US Personal Spending Resilient, Savings Rate Not so Much
Expect Bank of England to Cut in August
Non-defense Aircraft Weigh on US Durable Goods Orders
US Import Prices From China Falling at Fastest Pace in Years
Big Swings in US Non-Manufacturing ISM Employment
The Impact of Crisis-Driven Dividend Cuts
EM Small-cap Equities: Embracing Opportunities, Avoiding Threats
Asset Stewardship Report 2018
Worsening US Labor Differential Flashes Warning Sign
Macro Resilience Continues to Support Markets
Fed Policy Mistake? 3 Reasons the Economy Will Keep Humming
Global CIO Reaction to US Presidential Election
SPY Liquidity: Flexibility to Navigate Any Market
Global Forecasts Are Little Changed
PriceStats®: Will Benign Inflation Trend Continue?
2020 Vision: Focus on Finding Opportunities
UK Election Outlook
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
Diverging Price Trends in New and Existing US Home Markets
Overweight in High Yield Extended
Why & How S&P 500 ESG Leaders Works
Fed Balance Sheet And Financial System Liquidity Measures
2024 US Election – Big or Small Macro Policy Shift Coming?
Equity Outlook 2024
Japanese Services Sector Displays Delayed Revival
A Look at Short Duration Emerging Markets Hard Currency
Global Equities: The History and the Outlook
High Yield Now an Overweight
The Case for Active Investing in Equities
European Small-cap Equities: Are Doves Preparing for Takeoff?
Next for US Equities: Will the Fed Deliver a Soft Landing?
The Case for a Relook at Europe
US Consumer Credit Dynamics Send Cautionary Signals
The Performance of US Equities in Election Years Over the Last Century
Inflation Continues to Dominate Market Action
Fixed Income Research
Transition Into Broad Equities Exposure With ESG ETFs
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
UK Elections: Potential for Upside Surprises
Could ‘70s Era Stagflation Make a Comeback?
US Growth Resilience With Disinflation = Soft Landing?
SPDR is setting new standards for the S&P 500 UCITS ETF range
The US Housing Recession Is Over
Annual Rebalance for the S&P 500 ESG Leaders Index
5 Sectors & AI: Hold On
Optimizing Your Emerging Markets Equity Portfolio
Talking Gold
Global Equities: Looking Toward a Soft Landing and Beyond
US Small Cap Value Weighted–Three Dimensions of Market Rotation
US Small Businesses Scale Back Hiring, Compensation Plans
Is the End Well-Nigh for Quantitative Tightening?
US Existing Home Sales Now Below Covid Lows
The Outlook for Infrastructure in 2024
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
High Yield Still on the Up
US Government Shutdown Is Not Just Theater
Will These Grey Swans Take Flight in 2024
China: Property Sector Troubled, Clouding Recovery
US Unemployment Measures Are Gently Bottoming Out
SPDR® ETFs Throughout the COVID-19 Crisis
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
High Rates Bring Mortgage Applications to a Standstill
What’s Driving Central Banks to Record Gold Purchases — and Will It Last?
Stewardship Activity Report: Q1 2024
US Housing Sector Soft Patch Broadens
Emerging Markets Outlook 2024
Trading Best Practices for Volatile Markets
Convertibles Well Positioned for a Soft Landing
Webcast Fed Liquidity Programs and ETFs
Elections and Equities: The Impact of the US Election on Sector Investing
India Elections: Mind the Policy Gap
US Unit Labor Cost Growth Is Normalizing
US Small- and Mid-cap Equities: Softer Economy, Softer Inflation, Softer Fed?
Fed Cuts Delayed by Robust Labor Market Data
Positioning for Success in US Exposures: Insights Gained from Machine Learning
Navigating Uncertain Bond Markets with Short-duration Credit
US Unemployment Rate Bottoming Out Gently but Surely
How Challenged are the US and Canadian Housing Sectors?
Pessimistic US Consumers May Have A Point, After All
Energy: A High Voltage Sector
Guide to Using the Sector Momentum Map
Making It Plain: Our Asset Stewardship Approach
Six Grey Swans That Could Move Markets in 2024
2024 Gold Outlook: Can Turning Macro Tides Spur New Gold Highs?
Small and Mid Caps: A Case for Strategic US Equity Diversification
US IG Credit – Sticking Close to Benchmark
Softening US Data Warrants Cautious Fed Approach
US Inflation Target Not in Hand, but in Sight
European ETFs Proved Resilient in 2023
Keep a Foot in Each Camp with Convertible Bonds
Is Philly Fed Signalling An End To Goods Disinflation?
Weekly Economic Perspectives, 26 April 2024
January a Bump on, Not the End of US Disinflation Journey
Fixed Income Insights
Investing Beyond the Magnificent 7
Emerging Markets Beyond China
The Weekly ETF Brief
Investor Sentiment: US Bond Demand Remains Strong
European Parliament Elections Matter in the Medium Term
Is Summertime the Right Time for European High Yield?
Sector ETF Momentum Map
Stage Being Set for Bank of Japan Rate Hike
India: Where the Fireworks Come From