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The Evolving Opportunity in Emerging Market Equities
Global High Yield Update – Q1 2025
Systematic Active Fixed Income Investing
There is Still Time to Move to Prime
Small Caps Remain Sensitive to Yields
Recalibration Day
Tariffs Pose Risk to the US Deficit
German Election: “Alternative zur Stagnation?”
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Software: Still Eating the World Just Taking a Pause to Digest
US Tariffs Break the USD Bull Case
Temperature Scores: A Guide to Climate Alignment Metrics
Time Again for Outcome Investing?
Real Assets and Private Market Liquidity Considerations
Indexed Fixed Income at State Street Global Advisors: Snapshot 2024
Emerging Markets Beyond China
Factor Performance and Flows
Odds of Larger ECB Cuts Increase
Equity Outlook: At the Turn of the Tide
Case Studies on Climate-Thematic Equity Investment Solutions
Is the US Facing a Grand Era of De-Regulation?
Asset Tokenization in Capital Markets
US Employment Report Triggers Rate Cuts Rethink
What Does the Return of Oil Volatility Mean for Commodities?
Labor Market Resilience Offsets Geopolitical Tensions
Featured Insights
Building a Better Benchmark for Leveraged Loan Indexing
High Yield in Focus
Monthly Cash Review - GBP
How Bank Loan ETFs Can Complement Private Market Allocations
Exploring Transformative Technologies
Tariffs Market Economy
Rethinking the Role of Bonds in Multi-Asset Portfolios
Fixed Income Midyear Outlook: Phase Transition
UK Autumn Budget Signals Fiscal Expansion
How Indexed High Yield Can Complement Private Market Allocations
US Growth and Elections Drive Currency Markets
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
2022 Global Retirement Reality Report: Ireland Snapshot
Bond Sell-Off: Implications for the US and UK Markets
Constructing and Implementing a SAFI Portfolio
European Equities Continue to Find Favor
Global CIO Reaction to US Presidential Election
Is Sentiment Turning?
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Dollar Surge Continues
Sustainability Data Governance and Oversight in Asset Management: A Primer
Tipping Point: Is The RBA On Track For A Rate Hike?
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
UK Budget: 7 Takeaways for UK Pension Schemes
Trading Best Practices for Volatile Markets
Bond Yields Rise as US Election Draws Near
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Canada Inflation Continues to Ease
Long-Term Asset Class Forecasts: Q4 2024
Real Assets Insights: Q1 2025
2022 Global Retirement Reality Report: US Snapshot
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Volatility Positioning: How to Hold on for the Ride
Systematic Investing in Credit Is Now Feasible
Long-Term Asset Class Forecasts: Q1 2025
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
An Update on Dividend Aristocrats
US Public Debt at Record High
Asset Stewardship Report 2018
Skilling Up During Disruption
Fixed Income Stewardship Program Updates
Emerging Market Debt
Is Trump a Green Light for Convertibles and US High Yield?
The Global Trend of Positive Stock/Bond Correlation
More Storms Brewing: Are Tariffs on Europe Next?
The Modernization of Bond Market Trading and its Implications
ECB Cuts Rate and Signals More Easing
Investor Behaviour
Emerging Market Debt: Market Commentary Q2 2024
Adapt and Thrive: Evolution and Innovation in Emerging Markets
US Housing Activity Shifts
Real Assets Insights: Q4 2024
Can Australia Survive A Trade War?
Reevaluating the India Equity Opportunity
2022 Global Retirement Reality Report: UK Snapshot
Emerging Market Debt Commentary: November 2024
Monthly Cash Review: May 2025 (USD)
Finding the Right Path: Implementation Guide
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Active Quantitative Equity Quarterly
Reversal of Fortune: Tech Equities Lag the Rest
Lofty Real Rate Expectations
US Macro Data Coming in Hot and Cold
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Emerging Market Debt Commentary: August 2024
Rising Yields Signal Economic Resilience
Two-Sided Risks to US Soft Landing
US Mid Caps: The Goldilocks Equity Sector in a Trump World
Will These Grey Swans Take Flight in 2025?
Long-Term Asset Class Forecasts: Q3 2024
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Expectations Improve for US Equities
The Case for Systematic Investing in Credit
Finishing Strong and Preparing for the Year Ahead
Why Chinese Government Bonds Warrant Attention… and Caution
The Tidal Wave of Global Debt: Causes and Consequences
Global Equities: Balancing Risks and Opportunities
The Markets
The Case for High Yield
Trump’s Policy Threatens Inflation Balance
Overview: Systematic Active Fixed Income Signals
Tariffs Test S&P 500 Margins
A Balanced Approach in US Equities is Starting to Pay Dividends
The Case for Emerging Markets Small-Cap Equity
US Elections Finish Line in Sight: Revisiting Our Outlook
Equity Market Outlook 2025
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
ECB Has Room to Cut More
Real Assets Post Strong Performance
Elections Extend US Dollar Strength
‘Value-Up’ Governance Arrives in China
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Emerging Market Equities: Climbing the Wall of Worry
Emerging Market Debt Commentary: January 2025
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
Long-Term Asset Class Forecasts: Q2 2025
Fixed Income Outlook 2025
China’s 2020 National People’s Congress: The Big Policy Pivot
Implementation: Going from Theory to Action
A Strategic Foundation: Twenty Years of Real Assets
Liquid Real Assets in DC Pension Plans
Inflation Expectations Rocket to Multi-Decade Highs
Macroeconomic Outlook 2025
Sustainable Investing: 5 Key Questions Asset Owners Ask
Equities and the Path Forward
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Defensive factor strategies taming the US equities bear
Allocation to Europe Equities Increased
US Economy Is Slowing
Optimizing a Global Credit Portfolio
Q4 2024 Credit Research Outlook
Systematic High Quality Corporate Fixed Income: August 2024
The Importance of Global Trade
SSGA Canadian Long-Term Asset Class Forecasts
An Unusual Mortgage Refinancing Cycle Ahead
We Maintain No-Recession Call Despite GDP Data
Fed Policy Mistake? 3 Reasons the Economy Will Keep Humming
Geopolitical Outlook 2025
Forecasts Improve for the Agg
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
US Jobs Data Not Bad Enough
The Wait Is Over
Why were funds so short
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Gaps and Overlaps in SMID-Cap Exposure
What to Know About the Dutch Pension Reform
Emerging Market Debt: Market Commentary Q3 2024
PriceStats and Investor Sentiment
European Equities Overweighted
Tariffs Put Global Economy at Risk of Recession
Shocks and Reversals
Appetite for Risk Wanes
The Impact of Crisis-Driven Dividend Cuts
Little Relief in Current Data
History Backs Market Recovery
US Economy Powers Ahead
Yen Set for Gains in Volatile Markets
UK Elections: Potential for Upside Surprises
Trade Repositions While Globalization Wanes
Capital Adequacy Disclosures
Inflation Signals December Rate Cut
Webcast Fed Liquidity Programs and ETFs
US Housing Sector Soft Patch Broadens
Volatility Guardrails for Uncertain Times
Elections
Trump’s Triumph Delivers Equity Sector Winners and Losers
Beyond Banks: Financial Stocks and Trump
Tariffs, Transshipping, and the Trouble with Vietnam
Oil Isn’t Participating in Near-Term Inflation Expectations
Q1 2025 Cash Outlook
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Exploring the Full Spectrum of Fixed Income Strategies
Q2 Investment Outlook
An Active Fundamental Approach to the US Market
September CPI Stronger Than Expected
Yen: Opportunistic, but Limited Intervention
Espresso
Building a Portfolio: A Closer Look at Our Process
Sector ETF Momentum Map
Economic Growth Exceeds Expectations
Fiscal (In)Stability
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Emerging Market Debt Market Commentary: May 2024
Why Gold May Shine in a Trade War Regime
Pessimistic US Consumers May Have A Point, After All
Why Aren’t Yields Following Oil’s Lead?
Gold as a Strategic Asset Class
Momentum Sails On, For Now
Can the Bank of Japan Continue to Swim Against the Tide?
Market Regime Indicator: Q2 2024
Global Retirement Reality Report
Growth Fuels Currency Moves
Political and Economic Unknowns Drive Equity Sector Shifts
Q2 Investment Outlook
Portfolio Construction Beyond 60/40
Inflation or Growth – Which One Is It?
Can Japanese Equities Recover to New Highs?
UK Headline Inflation Accelerates
Emerging Market Debt at State Street Global Advisors
Global High Yield Update – Q3 2024
Lending Returns Decline Along With Volatility
EM Equities at a Crossroads: Which Signs to Follow?
Decoding the Market Reaction to Trump’s Win
Stage Being Set for Bank of Japan Rate Hike
Uncommon Sense
Little to See, Much to Worry About
No Letup in Capital Expenditures
Introduction to Barclays QPS
Election Overshadows Fed's Rate Cut
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Q2 2025 Credit Research Outlook
France’s Fiscal Fragility Strains the Eurozone
Disinflation Exception? The Special Case Of Insurance Costs
2023 Global Retirement Reality Report: US Snapshot
Emerging Market Debt Market Commentary: April 2024
Emerging Market Debt Outlook: All Roads Lead to the US
Path Clear for Rate Cut in September
Fixed Income 2025: Roadmap
DeepSeek’s Shifting Dynamics
Striking a More Defensive Posture
UK Election Outlook
Growing Tariff Anxiety Overshadows Payrolls Data
Portfolio Protection: A Renaissance for Government Bonds
Sentiment Improves for Fixed Income
Yielding Power: What Militarizing Europe Means for its Bond Markets
Prospects for a Turnaround in European Equity Fortunes
Next Fed Cut Could Be in July, Not June
2024 ETF Impact Survey
Q3 2024 Cash Outlook
Q3 Credit Research Outlook
Steady Global Growth Masks Considerable Risks
ESG Insights
2023 Global Retirement Reality Report: Ireland Snapshot
Broadening Out From Trump 2.0
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Emerging Market Debt Commentary: Q4 2024
Odds of RBA Rate Hike Increase
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
A Capital Efficient Approach for Managing DB Plan Assets
China’s Latest Stimulus: Boosting Price, not Earnings
Market Forecasts: Q3 2024
Convertibles Steer Through 2025 Turbulence Smoothly
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Introduction to SPDR Portfolio Consulting
2020 Vision: Focus on Finding Opportunities
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Select Funds Reclassified Under SFDR Article 8
US Disinflation Has Further to Run
Why Investors Should Continue to Climb the Wall of Worry
Emerging Market Debt Commentary: Q1 2025
Q2 2025 Cash Outlook
ETF Impact Report 2025-2026
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
January CPI Hotter Than Expected
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
A Letter From Our CIO: Indexed Fixed Income Update
The Fixed Income Side of Factor Investing: What Investors Need to Know
Ripples From China
The Role of Bank Regulations in Repo Market Disfunction
Canada Snapshot
Making Sense of the Current US Treasury Market
GCC Region in Bloom
2025 Credit Research Outlook
Sector & Equity Compass Q2 2025: Scenario Trading
A Letter From Our CIO: Systematic Equity Update
Data Keeps Alive Chance of March Fed Cut
Putting the Power of AI to Work in Investing
What is the Best Approach to Factor Investing?
Overweight in European Equities
Financial Stocks: Banking on Trump
Japan’s Path Ahead Amid Political Uncertainty
Europe in the Spotlight
Do Presidential Elections Influence US Equities?
Insurance, Climate-Related Risks and the Rising Cost of Living
Monthly Cash Review – EUR
Shifting Sands: The GCC’s Equity Market Transformation
Emerging Market Debt Commentary: October 2024
Softening US Data Warrants Cautious Fed Approach
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Central Bank Check-In: What’s Next Around the Globe
SSGAL Section 172 Statement
Tariff Risk Looms Large
The Outlook for Emerging Market Debt Improves
Emerging Market Equities: A Golden Era for Alpha Gen?
Q4 2024 Cash Outlook
2023 Global Retirement Reality Report: UK Snapshot
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
The French Election and the Markets
UK Money Market Reform
Defined Benefit Dynamism: Navigating Towards Better Outcomes
Charitable Asset Management
April CPI Data Brings Relief
Fed Cuts Delayed by Robust Labor Market Data
Breaking Down 2024 Market Performance
Featured Cash Insights
Investing in Sustainable Growth: Q2 2024
Convertibles Tough Out Trump Mega Volatility
Germany's Fiscal Shift: Market Implications and Global Ripples
Rising Political Risks Drive Currency Markets
Emerging Market Debt Commentary: February 2025
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Plenty of Drama, But Same Story
Six Grey Swans That Could Move Markets in 2025
G10 Currencies to Remain Range Bound
European Parliament Elections Matter in the Medium Term
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Could ‘70s Era Stagflation Make a Comeback?
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
Market Forecasts: Q2 2025
Commodities Now an Overweight
The Fed forays into ETFs
Third Quarter 2019 Forecast
Managing Private Market Asset Allocations
Expectation Improves for Equities
DeepSeek’s Game-Changing Implications for the AI Play
Q2 2025 Bond Compass
A Customized Climate Bond Strategy
Guide to Using the Sector Momentum Map
Cracks Appear in Bullish US Dollar Story
The Misconception of Value Investing in the Eurozone
Stewardship Report 2024
Regaining Retirement Confidence in a Post-Pandemic Environment
The Rise in Systematic Credit Investing
Evolution of Trading in Emerging Markets
Smart Beta Compass
Gold Nuggets: Will AI Be a Boon for Gold Demand?
Trump’s Trade War: What’s the Endgame?
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Expect Bank of England to Cut in August
Playback of Client Call: Liquidity Update with Global Trading
Market Forecasts: Q1 2025
Real Assets Insights: Q1 2024
MPFL Section 172 Statement
Is It Too Late to Hedge With Gold?
Canada GDP Growth Exceeds Expectations
US Election 2024: The Final Countdown
Don’t Sell the US Dollar Yet
The Weekly ETF Brief
High Yield Still in Focus
Global Market Portfolio 2024
US Election Wrap-up: The Comeback President and What Happens Next
Latest Data Suggests Need for Urgency
Global High Yield Year in Review
The Evergreen Case for a Strategic Allocation to High Yield
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Investment Research Offsite 2024 Recap
Investing in the Future Approaches to Climate Change in Portfolios
GCC Fixed Income: An Alternative Diversifier to Core Allocations
Odds of Fed December Cut Increase
SPDR® ETFs Throughout the COVID-19 Crisis
5 Emerging Market Wildcards for 2025
Real Assets Review
USD Poised for Downward Correction
Market Forecasts: Q4 2024
The Case for US Innovation and Growth
What Tariffs Mean for the Economy and Markets
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Elections and Equities: The Impact of the US Election on Sector Investing
Quantum Computing: Evolution or Revolution?
US Sovereign Wealth Fund A Behemoth in the Making?
Australian Retirement Survey During a Time of Change
BoJ Rate Now at 17-Year High
Global Forecasts Are Little Changed
Understanding Money Market Funds
Black Sheep of US Macro Proves Economy Slowing
Global Convertible Bonds: A Balanced Profile for a Soft Landing
US Growth Leads the Way in Economic Dominance
US Elections: Global Spillover Effects
Fixed Income 2025: Return of the Sovereigns
Small Caps: More Than Just a Factor Premium
Inflation Relief Boosts Rate Cut Expectations
Opportunities and Risks Related to Emerging Technologies
Gold 2024 Midyear Outlook: Three Drivers at the Helm for Gold
An Introduction to Systematic Active Fixed Income
Is the Gold Market Pricing-In US Recession Risks?
Global High Yield Update – Q2 2024
Emerging Opportunities
Bank Deposits Versus Money Market Funds
Emerging Market Debt Off to a Strong Start
Finding the Right Path
Signs of Restored Stock-Bond Balance