Insights

The Modern Fixed Income Portfolio

Fixed income indexing has developed tremendously in sophistication, scope and delivery over the past few years. We believe it should form part of a modern fixed income portfolio.

2021 Fixed Income Research

Preparing for the Big Shift

Our latest research uncovers four major trends transforming fixed income portfolios, revealing what is driving institutional investors across the globe to adopt new ways of fixed income investing.

The Findings

Key Findings 1 - Rise of Indexing in Fixed Income

First in a series of short papers focussed on key findings from the 2021 Fixed Income Research.

Indexing Snapshot

Latest Thinking

Fixed Income

The Case for Global High Yield: Why now? Why Indexing?

The attractive risk/reward characteristics of high yield bonds mean they continue to gain traction with investors. Their combination of higher yield and lower duration is a sought-after feature in the current low-yield environment.

18 June 2021 By David Patrick Furey

Fixed Income

State Street Global High Yield Bond ESG Screened Index Strategy

18 June 2021 By David Patrick Furey

View All Fixed Income Insights

Indexing in Fixed Income is on the Rise

The Move to Indexing

The value and efficiency of indexing has persuaded more and more investors to switch.

EMD: Cautious Optimism

Early 2021 showed that smooth sailing is not guaranteed. But there are reasons to remain optimistic towards EMD.

2021 Fixed Income Outlook

What makes sense and what should you avoid in a year that looks different from the others.

Fixed Income Index Investing

Transparent, reliable outcomes with State Street Global Advisors.

The Case for EMD

For more yield, albeit with more risk, EM Debt is the place to go.

Fixed Income. Modernized. Optimized.

Your old Fixed Income portfolio is probably dated. You need a portfolio that’s optimized for now

View Our Fixed Income Infographic

Benefits of Indexing in Fixed Income

Indexing is Ideal for Today’s Environment Cost-effective access to performance.

With yields so low, cost-effectiveness matters. Our indexing products offer objectivity, precision and efficiency. With over 30 year’s indexing experience, you can rely on us to deliver the results you need, whatever the sector.

Costs

Ultra-low yields mean fees have a larger impact than ever on Fixed Income returns.

Performance

Quantitative Easing suppresses volatility, leading to a crowding out effect on alpha opportunities.

Flexibility

Index strategies can complement active strategies and provide investors with greater flexibility.

Indexing and Replication

Sophisticated indexing techniques focus on minimizing costs and controlling risks while adding value.

Emerging Market Debt

Need Return? Look to Emerging Markets

We’re a global leader in Emerging Market Debt investing and a pioneer in indexed EMD. Discover what cost-effective index investing in a yield-leading asset class could do for your portfolio.

Discover the EMD Advantage

ESG

All you Need in ESG Investing

Whether you’re looking to manage risk, align investments to your values or pursue more sustainable performance, our range of ESG products has a solution.

From green bonds to our latest innovation, the Sustainable Climate Bond Strategy, we can help you find the performance and characteristics you need with ESG built-in.

Visit our ESG website

To learn more about our Fixed Income Solutions please contact us

Important Risk Information

For Institutional /Professional investors use only.

Marketing Communication.

State Street Global Advisors World Wide Entities

Investing involves risk including the risk of loss of principal.

The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without State Street Global Advisors express written consent.

The views expressed in this material are the views of the EMEA Fixed Income Specialists of State Street Global Advisors Global Fixed Income Group and are subject to change. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.

The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

This communication is directed at professional clients (this includes eligible counterparties as defined by the appropriate EU regulator or applicable Swiss regulator) who are deemed both knowledgeable and experienced in matters relating to investments. The products and services to which this communication relates are only available to such persons and persons of any other description (including retail clients) should not rely on this communication.

The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.

All information is from State Street Global Advisors unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

3448359.1.1.EMEA INST
02/28/2022

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This information is for informational purposes only, not to be construed as investment advice or a recommendation or offer to buy or sell any security. Investors should always obtain and read an up-to-date investment services description or prospectus before deciding whether to appoint an investment manager or to invest in a fund. Any views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. There are no guarantees regarding the achievement of investment objectives, target returns, portfolio construction, allocations or measurements such as alpha, tracking error, stock weightings and other information ratios. The views and strategies described may not be suitable for all investors. SSGA does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Investing entails risks and there can be no assurance that SSGA will achieve profits or avoid incurring losses.

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