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Sector ETF Momentum Map
USD Poised for Downward Correction
Inflation Signals December Rate Cut
Geopolitical Outlook 2025
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Prospects for a Turnaround in European Equity Fortunes
Odds of Fed December Cut Increase
Supply Chains Before and After the Pandemic
Shocks and Reversals
Regaining Retirement Confidence in a Post-Pandemic Environment
What Does the Return of Oil Volatility Mean for Commodities?
Is the US Facing a Grand Era of De-Regulation?
Investor Behaviour
Monthly Cash Review February 2025
Environmental Stewardship Highlights
Weighing Your De-Risking Options
Fixed Income Roadmap 2024
Asset Stewardship Report
The Modernization of Bond Market Trading and its Implications
Rising Political Risks Drive Currency Markets
Quarterly Edition: Gentle Step Down in Global Growth
Performance Flows
Understanding Money Market Funds
Plenty of Drama, But Same Story
September CPI Stronger Than Expected
The French Election and the Markets
Canada GDP Growth Exceeds Expectations
US Elections: Global Spillover Effects
Robust Growth in UK Services Activity
Tariffs Pose Risk to the US Deficit
Is Sentiment Turning?
Black Sheep of US Macro Proves Economy Slowing
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
A Better Macro Policy Framework for Europe
‘Value-Up’ Governance Arrives in China
Liquidity in SAFI Portfolios
Finding the Right Path: Implementation Guide
The Case for Active Investing in Equities
Risk Sentiments Still Favor Equities
The Rise in Systematic Credit Investing
Tariff Risk Looms Large
US Economy Is Slowing
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
2022 Global Retirement Reality Report: UK Snapshot
Australian Retirement Survey During a Time of Change
Can Australia Survive A Trade War?
LDI Monthly Update: March 2024
How Indexed High Yield Can Complement Private Market Allocations
Market Regime Indicator: Q1 2024
USD Holds Steady in Tight Range
BoJ Rate Now at 17-Year High
Equity Market Outlook 2025
Latest Data Suggests Need for Urgency
2024 ETF Impact Survey
Introduction to SPDR Portfolio Consulting
Global High Yield Update – Q2 2024
US Macro Data Coming in Hot and Cold
Emerging Markets: Choose the Right Target
Expectations Improve for US Equities
Stewardship Activity Report: Q1 2024
Weekly Economic Perspectives, 26 April 2024
India Elections: Mind the Policy Gap
Breaking Down 2024 Market Performance
Liquid Real Assets in DC Pension Plans
Six Grey Swans That Could Move Markets in 2025
Optimizing a Global Credit Portfolio
An Introduction to Systematic Active Fixed Income
High Yield Still in Focus
US Equities Keep Rolling: Could It Really Be This Easy?
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
Unlocking the Korea Discount
The Markets
Emerging Market Debt: Market Commentary Q3 2024
Rethinking the Role of Bonds in Multi-Asset Portfolios
Pessimistic US Consumers May Have A Point, After All
An Advanced Perspective on Securities Lending
Unlocking Opportunities in the Forgotten 493
US Housing Sector Soft Patch Broadens
Inflation Relief Boosts Rate Cut Expectations
Global Forecasts Are Little Changed
The Wait Is Over
Emerging Market Debt at State Street Global Advisors
Emerging Market Debt: Market Commentary Q2 2024
Europe in the Spotlight
Optimizing Your Emerging Markets Equity Portfolio
Gold Nuggets: Records Are Made to Be Broken
The Bullish Case for Japanese Equities
Disinflation Exception? The Special Case Of Insurance Costs
Fixed Income Stewardship Program Updates
The Problem With Too Long of a Fed Delay?
US Jobs Data Not Bad Enough
US Election 2024: The Final Countdown
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
US Public Debt at Record High
Defined Benefit Dynamism: Navigating Towards Better Outcomes
Key Takeaways from the Fed Meeting
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
Convertibles Steer Through 2025 Turbulence Smoothly
Investing in the Future Approaches to Climate Change in Portfolios
Investment Research Offsite 2024 Recap
Smart Beta Compass
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
PriceStats®: Inflation Indicators
A Fundamental Approach to Climate Risk Assessment
US Employment Report Triggers Rate Cuts Rethink
Investment Implications of BOJ’s Great Normalization
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Emerging Market Debt Commentary: Q1 2024
Tipping Point: Is The RBA On Track For A Rate Hike?
April CPI Data Brings Relief
January a Bump on, Not the End of US Disinflation Journey
USD Strength Hinges on Policy Stance
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Building a Portfolio: A Closer Look at Our Process
5 Questions Every Scheme Should Ask in 2024
Market Forecasts: Q2 2024
The Evolving Opportunity in Emerging Market Equities
2022 Global Retirement Reality Report: Ireland Snapshot
Ripples From China
Cross-Team Collaboration Sparks Fresh Perspectives
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Temperature Scores: A Guide to Climate Alignment Metrics
UK Elections: Potential for Upside Surprises
The Case for Systematic Investing in Credit
Real Assets Insights: Q3 2024
Software: Still Eating the World Just Taking a Pause to Digest
Economic parallels: China's future and the echoes of Japan's lost decades
Market Forecasts: Q4 2024
Exploring Transformative Technologies
European Parliament Elections Matter in the Medium Term
Small Caps Remain Sensitive to Yields
When Policy Rates Are Higher Than Growth
Expect Bank of England to Cut in August
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
The Case for Defensive Equity Strategies
2025 Credit Research Outlook
Introduction to Barclays QPS
A Capital Efficient Approach for Managing DB Plan Assets
US Economy Powers Ahead
Three Climate-Transition Stock Stories
Gold as a Strategic Asset Class
Yen Set for Gains in Volatile Markets
Can Japanese Equities Recover to New Highs?
An Active Fundamental Approach to the US Market
Fed Cuts Delayed by Robust Labor Market Data
Growth Fuels Currency Moves
Japan’s Path Ahead Amid Political Uncertainty
Macro Resilience Continues to Support Markets
2023 Global Retirement Reality Report: UK Snapshot
Investor Sentiment: Institutional Fixed Income Flows and Holdings
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Q1 2025 Bond Compass
MPFL Section 172 Statement
Could We See Further USD Gains?
Yen: Opportunistic, but Limited Intervention
Making Connections
Quantum Computing: Evolution or Revolution?
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
A Letter From Our CIO: Indexed Fixed Income Update
Long-Term Asset Class Forecasts: Q2 2024
Alpha Insights: Positioning for Peaking Yields
Systematic Investing in Credit Is Now Feasible
January CPI Hotter Than Expected
Growing Tariff Anxiety Overshadows Payrolls Data
Time Again for Outcome Investing?
Navigating the Risk/Return Trade-off in SAFI Portfolios
Can the Bank of Japan Continue to Swim Against the Tide?
GCC Fixed Income: An Alternative Diversifier to Core Allocations
German Election: “Alternative zur Stagnation?”
Overweight in High Yield Extended
Indexed Fixed Income at State Street Global Advisors: Snapshot 2024
UK Budget: 7 Takeaways for UK Pension Schemes
Emerging Market Debt Market Commentary: May 2024
Election Overshadows Fed's Rate Cut
Investing in Sustainable Growth: Q2 2024
US Housing Activity Shifts
Asset Tokenization in Capital Markets
DeepSeek’s Game-Changing Implications for the AI Play
Bond Sell-Off: Implications for the US and UK Markets
EU Climate Benchmarks, Part 3
The Global Trend of Positive Stock/Bond Correlation
Path Clear for Rate Cut in September
Building a Better Benchmark for Leveraged Loan Indexing
Insurance, Climate-Related Risks and the Rising Cost of Living
Q4 2024 Credit Research Outlook
De-Risking Effectively Using Fixed Income Building Blocks
Emerging Market Debt Commentary: August 2024
Real Assets and Private Market Liquidity Considerations
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
S&P 500 Leadership Shifts Beyond Tech
More Cash Sales, Longer Sale Cycle for US Existing Homes
Macroeconomic Outlook 2025
Investment Outlook
Path to Lower Rates Won’t Be Uniform
Elections and Equities: The Impact of the US Election on Sector Investing
Global Market Portfolio 2024
Real Assets Insights: Q1 2024
Real Assets Review
ECB Has Room to Cut More
Managing Private Market Asset Allocations
Emerging Market Debt Enhancing a Global Bond Portfolio
Sentiment Turns Positive for Emerging Markets
Controlling Risk in Systematic Active Fixed Income Portfolios
Long-Term Asset Class Forecasts: Q4 2024
The Importance of Global Trade
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Overview: Systematic Active Fixed Income Signals
India Surpasses China in MSCI Index
Emerging Market Debt
Implementation Alpha: Adding Value in Indexed Fixed Income
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Global Retirement Reality Report
Systematic Equity- Active: Quarterly
US Unemployment Measures Are Gently Bottoming Out
2023 Global Retirement Reality Report: Ireland Snapshot
A Customized Climate Bond Strategy
High Yield in Focus
The Case for US Innovation and Growth
US Disinflation Has Further to Run
Beyond Banks: Financial Stocks and Trump
Sentiment Improves for Fixed Income
Portfolio Construction Beyond 60/40
Fixed Income Midyear Outlook: Phase Transition
Real Assets Insights: Q4 2024
Fiscal (In)Stability
ESG Insights
Emerging Market Debt Commentary: January 2024
Global High Yield Update Q1 2024
Market Forecasts: Q3 2024
Elections Extend US Dollar Strength
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
How Bank Loan ETFs Can Complement Private Market Allocations
Investment Trends Among Sovereign Wealth Funds
Forecasts Improve for the Agg
How To Invest: A Step by Step Guide
Systematic High Quality Corporate Fixed Income: August 2024
5 Emerging Market Wildcards for 2025
Expectation Improves for Equities
Making It Plain: Our Asset Stewardship Approach
Featured Insights
Commodities Now an Overweight
Charitable Asset Management
China’s Latest Stimulus: Boosting Price, not Earnings
The Fixed Income Side of Factor Investing: What Investors Need to Know
Lofty Real Rate Expectations
Inflation Report Surprises Fade Rate Cut Prospects
Our Approach to Leveraged Loan Indexing: A Q&A
The Tidal Wave of Global Debt: Causes and Consequences
The US Housing Recession Is Over
Third Quarter 2019 Forecast
Will These Grey Swans Take Flight in 2025?
Emerging Market Debt Commentary: October 2024
Finishing Strong and Preparing for the Year Ahead
Market Forecasts: Q1 2025
An Unusual Mortgage Refinancing Cycle Ahead
10-Year Yield Climbs Against Fed Policy
Portfolio Protection: A Renaissance for Government Bonds
Active Quantitative Equity Quarterly
How to Position for Geopolitical Shocks in 2024
Non-defense Aircraft Weigh on US Durable Goods Orders
Bonds are Back Where to Look, What to Do in 2024
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Market Regime Indicator: Q2 2024
Constructing and Implementing a SAFI Portfolio
Canada Inflation Continues to Ease
Mortgage Optimism Boosts Sentiment
US Election Wrap-up: The Comeback President and What Happens Next
Stewardship Activity Report: Q2 2024
Monthly Cash Review – EUR
Data Keeps Alive Chance of March Fed Cut
US Growth and Elections Drive Currency Markets
Q1 Investment Outlook
EMD Hard Currency
Striking a More Defensive Posture
Labor Market Resilience Offsets Geopolitical Tensions
Emerging Market Equities: A Golden Era for Alpha Gen?
Implementation: Going from Theory to Action
Fixed Income Outlook 2025
The Performance of US Equities in Election Years Over the Last Century
Rising Yields Signal Economic Resilience
Q1 2025 Cash Outlook
Stewardship Activity Report: Q3 2024
Bank of England Considers Rate Cut in Coming Quarters
SSGAL Section 172 Statement
China’s 2020 National People’s Congress: The Big Policy Pivot
The Evergreen Case for a Strategic Allocation to High Yield
State of the Market
Emerging Market Debt Commentary: Q4 2024
Elections
A Letter From Our CIO: Systematic Equity Update
Economic Growth Exceeds Expectations
Emerging Market Debt Commentary: November 2024
Don’t Sell the US Dollar Yet
DeepSeek’s Shifting Dynamics
A Time for Sentiment
The Case for Emerging Markets Small-Cap Equity
2022 Global Retirement Reality Report: US Snapshot
US Small Businesses Scale Back Hiring, Compensation Plans
Long-Term Asset Class Forecasts: Q3 2024
Adapt and Thrive: Evolution and Innovation in Emerging Markets
Lending Returns Decline Along With Volatility
2024 US Election – Big or Small Macro Policy Shift Coming?
2023 Global Retirement Reality Report: US Snapshot
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
Softening US Data Warrants Cautious Fed Approach
Q4 2024 Cash Outlook
Emerging Opportunities
Odds of RBA Rate Hike Increase
Emerging Market Debt Market Commentary: February 2024
LDI Monthly Update: February 2024
Shifting Sands: The GCC’s Equity Market Transformation
Fed Balance Sheet And Financial System Liquidity Measures
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
GCC Region in Bloom
Stage Being Set for Bank of Japan Rate Hike
Credit Style Factors Explained
Putting the Power of AI to Work in Investing
Global High Yield Year in Review
European Equities Overweighted
G10 Currencies to Remain Range Bound
Decoding the Market Reaction to Trump’s Win
SSGA Canadian Long-Term Asset Class Forecasts
UK Autumn Budget Signals Fiscal Expansion
Odds of Larger ECB Cuts Increase
Gaps and Overlaps in SMID-Cap Exposure
Steady Global Growth Masks Considerable Risks
France’s Fiscal Fragility Strains the Eurozone
Bank Deposits Versus Money Market Funds
Case Studies on Climate-Thematic Equity Investment Solutions
Monthly Cash Review - GBP
Skilling Up During Disruption
Dollar Surge Continues
India: Where the Fireworks Come From
Climate Scenarios: Unpacking the 1.5°C Pathways
Stewardship Activity Report: Q4 2023
Emerging Market Debt Market Commentary: April 2024
Equities and the Path Forward
European Equities Continue to Find Favor
Long-Term Asset Class Forecasts: Q1 2025
Central Bank Check-In: What’s Next Around the Globe
Evolution of Trading in Emerging Markets
Inflation Continues to Dominate Market Action
Bond Yields Rise as US Election Draws Near
Canada Snapshot
Commodities Set for Revival Amid Global Shifts
Finding the Right Path
Exploring the Full Spectrum of Fixed Income Strategies
Back to the Futures: How Derivative Pricing Can Impact Index Funds
A Turn to Japan
Global High Yield Update – Q3 2024
What to Know About the Dutch Pension Reform
Making Private Credit Allocations vs Leveraged Loans and High Yield