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Oil Isn’t Participating in Near-Term Inflation Expectations
2023 Global Retirement Reality Report: UK Snapshot
Monthly Cash Review – EUR
2025 Global Retirement Reality Report: Ireland Snapshot
Time Again for Outcome Investing?
PriceStats and Investor Sentiment
Plenty of Drama, But Same Story
Lending Returns Decline Along With Volatility
US Small- and Mid-cap Equities: The De-escalation Trade
What is the Best Approach to Factor Investing?
A Better Macro Policy Framework for Europe
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
2022 Global Retirement Reality Report: UK Snapshot
France’s Fiscal Fragility Strains the Eurozone
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Emerging Market Debt
Finishing Strong and Preparing for the Year Ahead
Real Assets Insights: Q1 2025
Exploring Transformative Technologies
Economic Growth Exceeds Expectations
Exploring the Full Spectrum of Fixed Income Strategies
How To Invest: A Step by Step Guide
An Introduction to Systematic Active Fixed Income
Prospects for a Turnaround in European Equity Fortunes
Q2 Investment Outlook
Two-Sided Risks to US Soft Landing
Forecasts Improve for the Agg
Market Regime Indicator: Q2 2024
Convertibles Tough Out Trump Mega Volatility
Putting the Power of AI to Work in Investing
Emerging Markets Beyond China
Shocks and Reversals
The Fixed Income Side of Factor Investing: What Investors Need to Know
EM Equities at a Crossroads: Which Signs to Follow?
Trump’s Policy Threatens Inflation Balance
DeepSeek’s Shifting Dynamics
Emerging Market Debt Commentary: August 2024
Systematic High Quality Corporate Fixed Income: August 2024
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
Defined Benefit Dynamism: Navigating Towards Better Outcomes
The Case for High Yield
The Case For Enhanced Active Strategies
US Elections: Global Spillover Effects
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Yen Set for Gains in Volatile Markets
Liquid Real Assets in DC Pension Plans
Emerging Market Debt: Market Commentary Q3 2024
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
An Active Fundamental Approach to the US Market
A Letter From Our CIO: Indexed Fixed Income Update
US Public Debt at Record High
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
Fixed Income 2025: Return of the Sovereigns
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Global Convertible Bonds: A Balanced Profile for a Soft Landing
Fed Cuts Delayed by Robust Labor Market Data
The Retirement Prism: Seeing Now and Later
Finding the Right Path
Allocation to Europe Equities Increased
UK Election Outlook
strategy-espresso-02-12-2019
Market Forecasts: Q3 2024
Odds of RBA Rate Hike Increase
Global Equities: Balancing Risks and Opportunities
Tariffs Put Global Economy at Risk of Recession
5 Emerging Market Wildcards for 2025
What to Know About the Dutch Pension Reform
Ripples From China
Q3 Credit Research Outlook
September CPI Stronger Than Expected
No Letup in Capital Expenditures
2022 Global Retirement Reality Report: Ireland Snapshot
Q2 2025 Credit Research Outlook
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
Real Assets Post Strong Performance
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Rising Political Risks Drive Currency Markets
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
2025 Global Retirement Reality Report: UK Snapshot
Broadening Out From Trump 2.0
Regaining Retirement Confidence in a Post-Pandemic Environment
MPFL Section 172 Statement
US Tariffs Break the USD Bull Case
Case Studies on Climate-Thematic Equity Investment Solutions
Emerging Market Debt Outlook: All Roads Lead to the US
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
Featured Insights
Quantum Computing: Evolution or Revolution?
Inflation Expectations Rocket to Multi-Decade Highs
High Yield in Focus
Global High Yield Update – Q1 2025
Sentiment Improves for Fixed Income
Insurance, Climate-Related Risks and the Rising Cost of Living
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
2025 Global Retirement Reality Report: Australia Snapshot
Emerging Market Debt: Enhancing a Global Bond Portfolio
Latest Data Suggests Need for Urgency
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Can Japanese Equities Recover to New Highs?
Sustainability Data Governance and Oversight in Asset Management: A Primer
Is the Gold Market Pricing-In US Recession Risks?
Inflation Signals December Rate Cut
Emerging Market Debt Commentary: October 2024
The Case for Emerging Markets Small-Cap Equity
Finding the Right Path: Implementation Guide
Fed Policy Mistake? 3 Reasons the Economy Will Keep Humming
2023 Global Retirement Reality Report: Ireland Snapshot
Emerging Market Debt Commentary: November 2024
The Fed forays into ETFs
US Jobs Data Not Bad Enough
Long-Term Asset Class Forecasts: Q4 2024
The Markets
Election Overshadows Fed's Rate Cut
Q3 2024 Cash Outlook
Emerging Market Debt Commentary: February 2025
Portfolio Construction Beyond 60/40
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
An Enhanced Approach to Broad Emerging Markets Equity Exposure
3 Global High Yield Myths That Just Don’t Hold Up
Why Aren’t Yields Following Oil’s Lead?
An Investment Vision for European Defence
China’s Latest Stimulus: Boosting Price, not Earnings
Bond Yields Rise as US Election Draws Near
Sector ETF Momentum Map
Next Fed Cut Could Be in July, Not June
US Election Wrap-up: The Comeback President and What Happens Next
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Signs of Restored Stock-Bond Balance
Beyond Banks: Financial Stocks and Trump
The Wait Is Over
Navigating the European Defence Investment Landscape
2025 Midyear Global Market Outlook
Temporary Rise in US Inflation Ahead
Volatility Positioning: How to Hold on for the Ride
A Letter From Our CIO: Systematic Equity Update
Global Market Portfolio 2024
The Misconception of Value Investing in the Eurozone
US Housing Activity Shifts
Pessimistic US Consumers May Have A Point, After All
2020 Vision: Focus on Finding Opportunities
Opportunities and Risks Related to Emerging Technologies
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Fiscal (In)Stability
Espresso
Global High Yield Year in Review
Introduction to SPDR Portfolio Consulting
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Equity Outlook: At the Turn of the Tide
Don’t Sell the US Dollar Yet
Expect Bank of England to Cut in August
Looking for a Signal in the Noise
Appetite for Risk Wanes
Stewardship Report 2024
Active Quantitative Equity Quarterly
Reversal of Fortune: Tech Equities Lag the Rest
Can Australia Survive A Trade War?
Fixed Income Stewardship Program Updates
UK Money Market Reform
EMD Hard Currency
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Canada Snapshot
Convertibles Steer Through 2025 Turbulence Smoothly
Shifting Sands: The GCC’s Equity Market Transformation
Emerging Market Debt Market Commentary: May 2024
Will These Grey Swans Take Flight in 2025?
Volatility Guardrails for Uncertain Times
Japan’s Inflation and Yield Shift Signal Global Policy Divergence
Q2 Investment Outlook
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Expectations Improve for US Equities
The Evergreen Case for a Strategic Allocation to High Yield
Inflation Relief Boosts Rate Cut Expectations
The Weekly ETF Brief
Small Caps Remain Sensitive to Yields
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Saudi Arabia: A Shelter from the Debt Storm?
The Tidal Wave of Global Debt: Causes and Consequences
Q2 2025 Cash Outlook
UK Autumn Budget Signals Fiscal Expansion
UK Elections: Potential for Upside Surprises
Macroeconomic Outlook 2025
Path Clear for Rate Cut in September
UK Headline Inflation Accelerates
Renewed Energy in 2020
Could ‘70s Era Stagflation Make a Comeback?
US Elections Finish Line in Sight: Revisiting Our Outlook
Defensive factor strategies taming the US equities bear
We Maintain No-Recession Call Despite GDP Data
Evolution of Trading in Emerging Markets
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Why Investors Should Continue to Climb the Wall of Worry
Gaps and Overlaps in SMID-Cap Exposure
Global Forecasts Are Little Changed
Optimizing a Global Credit Portfolio
A Balanced Approach in US Equities is Starting to Pay Dividends
Emerging Market Debt: Market Commentary Q2 2024
European Parliament Elections Matter in the Medium Term
Trading Best Practices for Volatile Markets
BoJ Rate Now at 17-Year High
Asset Tokenization in Capital Markets
Indexed Fixed Income at State Street Global Advisors: Snapshot 2024
2023 Global Retirement Reality Report: US Snapshot
Global High Yield Update – Q2 2024
The Evolving Opportunity in Emerging Market Equities
SSGAL Section 172 Statement
Tariffs Test S&P 500 Margins
Are Foreign Investors Really “Dumping” US Treasury Bonds?
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Q2 2025 Bond Compass
Decoding the Market Reaction to Trump’s Win
Commodities Now an Overweight
Monthly Cash Review - GBP
Investing in Sustainable Growth: Q2 2024
Smart Beta Compass
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
ECB Has Room to Cut More
Tipping Point: Is The RBA On Track For A Rate Hike?
Building a Better Benchmark for Leveraged Loan Indexing
The Case for US Innovation and Growth
An Advanced Perspective on Securities Lending
Odds of Larger ECB Cuts Increase
Fixed Income Outlook 2025
Disinflation Exception? The Special Case Of Insurance Costs
Climate Transition Corporate Bond Beta Investing Approach
Cracks Appear in Bullish US Dollar Story
European Equities Continue to Find Favor
Books Every Investor Should Read
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
Q4 2024 Cash Outlook
Trade Repositions While Globalization Wanes
Factor Performance and Flows
2022 Global Retirement Reality Report: US Snapshot
Odds of Fed December Cut Increase
Germany's Fiscal Shift: Market Implications and Global Ripples
Six Grey Swans That Could Move Markets in 2025
The Global Trend of Positive Stock/Bond Correlation
Q4 2024 Credit Research Outlook
Yielding Power: What Militarizing Europe Means for its Bond Markets
A Customized Climate Bond Strategy
Sector & Equity Compass Q2 2025: Scenario Trading
Little to See, Much to Worry About
SPDR® ETFs Throughout the COVID-19 Crisis
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
A New Leadership Era: Institutional Meets Individual
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Uncommon Sense
Elections Extend US Dollar Strength
Implementation: Going from Theory to Action
Emerging Market Debt Off to a Strong Start
Third Quarter 2019 Forecast
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Playback of Client Call: Liquidity Update with Global Trading
Emerging Market Debt Commentary: Q4 2024
US Economy Powers Ahead
Webcast Fed Liquidity Programs and ETFs
Inflation or Growth – Which One Is It?
GCC Region in Bloom
How Indexed High Yield Can Complement Private Market Allocations
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Emerging Market Debt Commentary: January 2025
China’s 2020 National People’s Congress: The Big Policy Pivot
US Growth and Elections Drive Currency Markets
Global Retirement Reality Report
US Mid Caps: The Goldilocks Equity Sector in a Trump World
Canada Inflation Continues to Ease
Black Sheep of US Macro Proves Economy Slowing
An Unusual Mortgage Refinancing Cycle Ahead
Bond Sell-Off: Implications for the US and UK Markets
Software: Still Eating the World Just Taking a Pause to Digest
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
2024 US Retirement Reality Report: US Snapshot
Equities and the Path Forward
Investor Behaviour
US Macro Data Coming in Hot and Cold
Financial Stocks: Banking on Trump
Factoring in Cash Flow: the Rise of Quality Aristocrats
Trump’s Trade War: What’s the Endgame?
2025 Global Retirement Reality Report: Canada Snapshot
Tariffs, Transshipping, and the Trouble with Vietnam
Reevaluating the India Equity Opportunity
ECB Cuts Rate and Signals More Easing
Market Forecasts: Q4 2024
2025 Global Retirement Reality Report: US Snapshot
Long-Term US Dollar Risks Persist
Global CIO Reaction to US Presidential Election
Stage Being Set for Bank of Japan Rate Hike
Portfolio Protection: A Renaissance for Government Bonds
January CPI Hotter Than Expected
The Impact of Crisis-Driven Dividend Cuts
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Market Forecasts: Q1 2025
Striking a More Defensive Posture
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Fixed Income 2025: Roadmap
Overweight in European Equities
Europe in the Spotlight
Why the GCC Is Emerging as a Global Private Markets Hotspot
Understanding Money Market Funds
UK Budget: 7 Takeaways for UK Pension Schemes
DeepSeek’s Game-Changing Implications for the AI Play
Guide to Using the Sector Momentum Map
The Outlook for Emerging Market Debt Improves
Reduce Allocation to European Equities
The New Retirement Straits
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
The Rise in Systematic Credit Investing
Emerging Market Debt Commentary: Q1 2025
Small Caps: More Than Just a Factor Premium
Little Relief in Current Data
Australian Retirement Survey During a Time of Change
Emerging Market Equities: Climbing the Wall of Worry
Monthly Cash Review: May 2025 (USD)
Is the US Facing a Grand Era of De-Regulation?
Stewardship Activity Report: Q1 2024
A Capital Efficient Approach for Managing DB Plan Assets
Dollar Surge Continues
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Housing Market Faces Tepid Spring
US Disinflation Has Further to Run
High Yield Still in Focus
Elections
Espresso
Long-Term Asset Class Forecasts: Q3 2024
Japan’s Path Ahead Amid Political Uncertainty
Markets Brush Off US Debt Downgrade
Mixed Signals, Murky Outlook
Market Forecasts: Q2 2025
2024 ETF Impact Survey
History Backs Market Recovery
Charitable Asset Management
Expectation Improves for Equities
US Growth Leads the Way in Economic Dominance
Why Chinese Government Bonds Warrant Attention… and Caution
Global High Yield Update – Q3 2024
The Importance of Global Trade
Emerging Market Debt Commentary: April 2025
2025 Credit Research Outlook
Introduction to Barclays QPS
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
ESG Insights
Trump’s Triumph Delivers Equity Sector Winners and Losers
Investing in the Future Approaches to Climate Change in Portfolios
Real Assets and Private Market Liquidity Considerations
Political and Economic Unknowns Drive Equity Sector Shifts
Skilling Up During Disruption
G10 Currencies to Remain Range Bound
Geopolitical Outlook 2025
Breaking Down 2024 Market Performance
Stewardship Activity Report: Q4 2024
German Election: “Alternative zur Stagnation?”
Building a Portfolio: A Closer Look at Our Process
Real Assets Review
Is Sentiment Turning?
Recalibration Day
Steady Global Growth Masks Considerable Risks
Making Sense of the Current US Treasury Market
Adapt and Thrive: Evolution and Innovation in Emerging Markets
Long-Term Asset Class Forecasts: Q2 2025
Temperature Scores: A Guide to Climate Alignment Metrics
Can the Bank of Japan Continue to Swim Against the Tide?
Capital Adequacy Disclosures
Overview: Systematic Active Fixed Income Signals
Growth Fuels Currency Moves
GCC Fixed Income: An Alternative Diversifier to Core Allocations
Data Keeps Alive Chance of March Fed Cut
Policy Action Overshadows February Jobs Report
Rethinking the Role of Bonds in Multi-Asset Portfolios
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
More Storms Brewing: Are Tariffs on Europe Next?
US Employment Report Triggers Rate Cuts Rethink
Sustainable Investing: 5 Key Questions Asset Owners Ask
Investment Research Offsite 2024 Recap
Q1 2025 Cash Outlook
Long-Term Asset Class Forecasts: Q1 2025
Divergence in Economic Indicators
SSGA Canadian Long-Term Asset Class Forecasts
‘Value-Up’ Governance Arrives in China
US Election 2024: The Final Countdown
A Strategic Foundation: Twenty Years of Real Assets
US Economy Is Slowing
US Sovereign Wealth Fund A Behemoth in the Making?
Momentum Sails On, For Now
An Update on Dividend Aristocrats
Labor Market Resilience Offsets Geopolitical Tensions
Tariffs Market Economy
What Tariffs Mean for the Economy and Markets
Growing Tariff Anxiety Overshadows Payrolls Data
Understanding Money Market Funds
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
The Case for Systematic Investing in Credit
The French Election and the Markets
The Case for Defensive Equity Strategies
Canada GDP Growth Exceeds Expectations
Is Trump a Green Light for Convertibles and US High Yield?
Equity Market Outlook 2025
What Does the Return of Oil Volatility Mean for Commodities?