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Expect Bank of England to Cut in August
2023 Global Retirement Reality Report: UK Snapshot
Emerging Market Debt Outlook: All Roads Lead to the US
PriceStats and Investor Sentiment
Market Forecasts: Q3 2024
Equities and the Path Forward
Tariffs Put Global Economy at Risk of Recession
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Emerging Market Debt at State Street Global Advisors
European Parliament Elections Matter in the Medium Term
Q4 2024 Cash Outlook
Striking a More Defensive Posture
USD Poised for Downward Correction
A Capital Efficient Approach for Managing DB Plan Assets
Mortgage Optimism Boosts Sentiment
Bank of England Considers Rate Cut in Coming Quarters
Beyond Banks: Financial Stocks and Trump
G10 Currencies to Remain Range Bound
Is the US Facing a Grand Era of De-Regulation?
The Wait Is Over
Signs of Restored Stock-Bond Balance
Volatility Positioning: How to Hold on for the Ride
Putting the Power of AI to Work in Investing
10-Year Yield Climbs Against Fed Policy
Inflation Signals December Rate Cut
Little to See, Much to Worry About
The Case for Emerging Markets Small-Cap Equity
Select Funds Reclassified Under SFDR Article 8
European Equities Overweighted
What Tariffs Mean for the Economy and Markets
Evolution of Trading in Emerging Markets
Odds of RBA Rate Hike Increase
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
Emerging Market Debt: Market Commentary Q2 2024
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Market Forecasts: Q2 2024
Odds of Larger ECB Cuts Increase
Playback of Client Call: Liquidity Update with Global Trading
US Sovereign Wealth Fund A Behemoth in the Making?
US Equities Keep Rolling: Could It Really Be This Easy?
The Misconception of Value Investing in the Eurozone
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Rising Yields Signal Economic Resilience
Don’t Sell the US Dollar Yet
Overweight in European Equities
Emerging Opportunities
The French Election and the Markets
Expectation Improves for Equities
Fiscal (In)Stability
Inflation Report Surprises Fade Rate Cut Prospects
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Market Regime Indicator: Q1 2024
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Breaking Down 2024 Market Performance
Quantum Computing: Evolution or Revolution?
A Letter From Our CIO: Indexed Fixed Income Update
Little Relief in Current Data
Can Australia Survive A Trade War?
Pessimistic US Consumers May Have A Point, After All
GCC Fixed Income: An Alternative Diversifier to Core Allocations
When Policy Rates Are Higher Than Growth
Regaining Retirement Confidence in a Post-Pandemic Environment
Investment Implications of BOJ’s Great Normalization
Australian Retirement Survey During a Time of Change
US Macro Data Coming in Hot and Cold
Ripples From China
Central Bank Check-In: What’s Next Around the Globe
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
Global High Yield Update Q1 2024
A Customized Climate Bond Strategy
Emerging Market Debt Commentary: January 2025
Q2 Investment Outlook
Finishing Strong and Preparing for the Year Ahead
Indexed Fixed Income at State Street Global Advisors: Snapshot 2024
Why Investors Should Continue to Climb the Wall of Worry
US Jobs Data Not Bad Enough
Real Assets Insights: Q1 2024
Policy Action Overshadows February Jobs Report
BoJ Rate Now at 17-Year High
Latest Data Suggests Need for Urgency
Sentiment Improves for Fixed Income
China’s 2020 National People’s Congress: The Big Policy Pivot
Geopolitical Outlook 2025
Emerging Market Debt
Market Regime Indicator: Q2 2024
Emerging Market Debt Commentary: October 2024
Bank Deposits Versus Money Market Funds
UK Budget: 7 Takeaways for UK Pension Schemes
Emerging Market Debt Commentary: November 2024
Portfolio Construction Beyond 60/40
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Path Clear for Rate Cut in September
Market Forecasts: Q1 2025
Canada Snapshot
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Prospects for a Turnaround in European Equity Fortunes
Investment Outlook
Q4 2024 Credit Research Outlook
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Small Caps: More Than Just a Factor Premium
Implementation Alpha: Adding Value in Indexed Fixed Income
Uncommon Sense
SSGAL Section 172 Statement
Liquidity in SAFI Portfolios
Forward-Looking Climate Metrics in Corporate Bond Portfolios
The Case for Defensive Equity Strategies
Inflation Relief Boosts Rate Cut Expectations
Global Market Portfolio 2024
The Role of Bank Regulations in Repo Market Disfunction
2023 Global Retirement Reality Report: US Snapshot
US Economy Is Slowing
Fed Policy Mistake? 3 Reasons the Economy Will Keep Humming
Three Climate-Transition Stock Stories
Six Grey Swans That Could Move Markets in 2025
Tipping Point: Is The RBA On Track For A Rate Hike?
Allocation to Europe Equities Increased
Weekly Economic Perspectives, 26 April 2024
Emerging Market Debt Commentary: August 2024
Recalibration Day
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
A Strategic Foundation: Twenty Years of Real Assets
Q2 2024 Cash Outlook
Long-Term Asset Class Forecasts: Q1 2025
Software: Still Eating the World Just Taking a Pause to Digest
Tariffs Test S&P 500 Margins
Will These Grey Swans Take Flight in 2025?
Monthly Cash Review – EUR
The Problem With Too Long of a Fed Delay?
Investing in the Future Approaches to Climate Change in Portfolios
Convertibles Steer Through 2025 Turbulence Smoothly
Dollar Surge Continues
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
European Equities Continue to Find Favor
Fixed Income Midyear Outlook: Phase Transition
Investor Behaviour
More Storms Brewing: Are Tariffs on Europe Next?
Cracks Appear in Bullish US Dollar Story
Emerging Market Debt: Market Commentary Q3 2024
Global High Yield Update – Q1 2025
Finding the Right Path: Implementation Guide
Defined Benefit Dynamism: Navigating Towards Better Outcomes
LDI Monthly Update: April 2024
The Case for Systematic Investing in Credit
5 Emerging Market Wildcards for 2025
Inflation Continues to Dominate Market Action
Trump’s Policy Threatens Inflation Balance
Charitable Asset Management
Rising Political Risks Drive Currency Markets
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
The Fixed Income Side of Factor Investing: What Investors Need to Know
Temperature Scores: A Guide to Climate Alignment Metrics
US Housing Activity Shifts
Optimizing a Global Credit Portfolio
Shifting Sands: The GCC’s Equity Market Transformation
Q2 2025 Bond Compass
Election Overshadows Fed's Rate Cut
An Unusual Mortgage Refinancing Cycle Ahead
Emerging Market Debt Enhancing a Global Bond Portfolio
Lofty Real Rate Expectations
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
A Better Macro Policy Framework for Europe
USD Strength Hinges on Policy Stance
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Path to Lower Rates Won’t Be Uniform
Odds of Fed December Cut Increase
Black Sheep of US Macro Proves Economy Slowing
Two-Sided Risks to US Soft Landing
Implementation: Going from Theory to Action
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Elections
US Election Wrap-up: The Comeback President and What Happens Next
Trump’s Trade War: What’s the Endgame?
US Growth Leads the Way in Economic Dominance
US Housing Sector Soft Patch Broadens
Insurance, Climate-Related Risks and the Rising Cost of Living
De-Risking Effectively Using Fixed Income Building Blocks
History Backs Market Recovery
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
EMD Hard Currency
High Yield in Focus
China’s Latest Stimulus: Boosting Price, not Earnings
Q2 2024 Credit Research Outlook
2022 Global Retirement Reality Report: UK Snapshot
Global High Yield Update – Q2 2024
Q3 2024 Cash Outlook
The Evolving Opportunity in Emerging Market Equities
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
UK Headline Inflation Accelerates
Is the Gold Market Pricing-In US Recession Risks?
Systematic Investing in Credit Is Now Feasible
Introduction to SPDR Portfolio Consulting
Steady Global Growth Masks Considerable Risks
How Bank Loan ETFs Can Complement Private Market Allocations
January CPI Hotter Than Expected
How To Invest: A Step by Step Guide
Small Caps Remain Sensitive to Yields
Featured Insights
Why Chinese Government Bonds Warrant Attention… and Caution
Is Sentiment Turning?
Why Aren’t Yields Following Oil’s Lead?
Japan’s Path Ahead Amid Political Uncertainty
India: Where the Fireworks Come From
Long-Term Asset Class Forecasts: Q2 2025
Macro Resilience Continues to Support Markets
Sustainability Data Governance and Oversight in Asset Management: A Primer
Economic Growth Exceeds Expectations
Overview: Systematic Active Fixed Income Signals
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Can Japanese Equities Recover to New Highs?
Emerging Market Debt Market Commentary: May 2024
Global Retirement Reality Report
Investing in Sustainable Growth: Q2 2024
Equity Market Outlook 2025
Bond Yields Rise as US Election Draws Near
2022 Global Retirement Reality Report: Ireland Snapshot
Sustainable Investing: 5 Key Questions Asset Owners Ask
There is Still Time to Move to Prime
Liquid Real Assets in DC Pension Plans
2025 Credit Research Outlook
Tariff Risk Looms Large
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
Gaps and Overlaps in SMID-Cap Exposure
Q3 Credit Research Outlook
Third Quarter 2019 Forecast
US Elections: Global Spillover Effects
Monthly Cash Review - GBP
2022 Global Retirement Reality Report: US Snapshot
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Elections Extend US Dollar Strength
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Real Assets Insights: Q4 2024
3 Things Investors Should Know but Likely Don’t
Long-Term Asset Class Forecasts: Q3 2024
A Letter From Our CIO: Systematic Equity Update
The Rise in Systematic Credit Investing
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
ECB Cuts Rate and Signals More Easing
An Active Fundamental Approach to the US Market
US Employment Report Triggers Rate Cuts Rethink
Europe in the Spotlight
Yen Set for Gains in Volatile Markets
India Elections: Mind the Policy Gap
Real Assets and Private Market Liquidity Considerations
2023 Global Retirement Reality Report: Ireland Snapshot
Plenty of Drama, But Same Story
Bond Sell-Off: Implications for the US and UK Markets
Labor Market Resilience Offsets Geopolitical Tensions
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Canada GDP Growth Exceeds Expectations
Lending Returns Decline Along With Volatility
Appetite for Risk Wanes
Fixed Income 2025: Roadmap
Time Again for Outcome Investing?
Making Sense of the Current US Treasury Market
Inflation or Growth – Which One Is It?
‘Value-Up’ Governance Arrives in China
UK Elections: Potential for Upside Surprises
Fed Cuts Delayed by Robust Labor Market Data
US Public Debt at Record High
Q2 2025 Credit Research Outlook
The Importance of Global Trade
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Tariffs Pose Risk to the US Deficit
Global High Yield Update – Q3 2024
Disinflation Exception? The Special Case Of Insurance Costs
Momentum Sails On, For Now
GCC Region in Bloom
Canada Inflation Continues to Ease
Asset Stewardship Report
US Disinflation Has Further to Run
Our Approach to Leveraged Loan Indexing: A Q&A
Asset Tokenization in Capital Markets
ECB Has Room to Cut More
Building a Better Benchmark for Leveraged Loan Indexing
Smart Beta Compass
Market Forecasts: Q2 2025
Data Keeps Alive Chance of March Fed Cut
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Rethinking the Role of Bonds in Multi-Asset Portfolios
Decoding the Market Reaction to Trump’s Win
The Global Trend of Positive Stock/Bond Correlation
What Does the Return of Oil Volatility Mean for Commodities?
Emerging Market Debt Commentary: Q4 2024
Sector & Equity Compass Q2 2025: Scenario Trading
Expectations Improve for US Equities
Q1 2025 Cash Outlook
Systematic High Quality Corporate Fixed Income: August 2024
The Evergreen Case for a Strategic Allocation to High Yield
Portfolio Protection: A Renaissance for Government Bonds
Sentiment Turns Positive for Emerging Markets
2024 ETF Impact Survey
France’s Fiscal Fragility Strains the Eurozone
Why were funds so short
Yen: Opportunistic, but Limited Intervention
Long-Term Asset Class Forecasts: Q2 2024
Skilling Up During Disruption
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
No Letup in Capital Expenditures
Trade Repositions While Globalization Wanes
Fixed Income 2025: Return of the Sovereigns
Global High Yield Year in Review
April CPI Data Brings Relief
Softening US Data Warrants Cautious Fed Approach
Yielding Power: What Militarizing Europe Means for its Bond Markets
Shocks and Reversals
DeepSeek’s Shifting Dynamics
MPFL Section 172 Statement
Macroeconomic Outlook 2025
Performance Flows
S&P 500 Leadership Shifts Beyond Tech
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
UK Autumn Budget Signals Fiscal Expansion
The Tidal Wave of Global Debt: Causes and Consequences
Exploring Transformative Technologies
Forecasts Improve for the Agg
What to Know About the Dutch Pension Reform
Back to the Futures: How Derivative Pricing Can Impact Index Funds
Reversal of Fortune: Tech Equities Lag the Rest
Emerging Market Equities: A Golden Era for Alpha Gen?
September CPI Stronger Than Expected
The Markets
Constructing and Implementing a SAFI Portfolio
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
Market Forecasts: Q4 2024
Germany's Fiscal Shift: Market Implications and Global Ripples
Emerging Market Debt Commentary: Q1 2025
Growth Fuels Currency Moves
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Real Assets Review
Active Quantitative Equity Quarterly
Long-Term Asset Class Forecasts: Q4 2024
Emerging Market Debt Market Commentary: April 2024
The Modernization of Bond Market Trading and its Implications
Could ‘70s Era Stagflation Make a Comeback?
DeepSeek’s Game-Changing Implications for the AI Play
Emerging Market Debt Commentary: Q1 2024
Can the Bank of Japan Continue to Swim Against the Tide?
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
UK Money Market Reform
Q2 2025 Cash Outlook
Understanding Money Market Funds
Exploring the Full Spectrum of Fixed Income Strategies
SSGA Canadian Long-Term Asset Class Forecasts
Case Studies on Climate-Thematic Equity Investment Solutions
US Economy Powers Ahead
Growing Tariff Anxiety Overshadows Payrolls Data
US Election 2024: The Final Countdown
US Tariffs Break the USD Bull Case
Investment Research Offsite 2024 Recap
Stage Being Set for Bank of Japan Rate Hike
The Case for US Innovation and Growth
A Fundamental Approach to Climate Risk Assessment
High Yield Still in Focus
Featured Cash Insights
Fixed Income Stewardship Program Updates
ESG Insights
Fixed Income Outlook 2025
Emerging Market Debt Commentary: February 2025
Capital Adequacy Disclosures
Monthly Cash Review: March 2025 (USD)
What is the Best Approach to Factor Investing?
Elections and Equities: The Impact of the US Election on Sector Investing
Inflation Expectations Rocket to Multi-Decade Highs
Adapt and Thrive: Evolution and Innovation in Emerging Markets
German Election: “Alternative zur Stagnation?”
Managing Private Market Asset Allocations
An Introduction to Systematic Active Fixed Income
Opportunities and Risks Related to Emerging Technologies
How Indexed High Yield Can Complement Private Market Allocations
Introduction to Barclays QPS
Global Forecasts Are Little Changed
State of the Market
Building a Portfolio: A Closer Look at Our Process
Finding the Right Path
US Growth and Elections Drive Currency Markets