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China’s 2020 National People’s Congress: The Big Policy Pivot
Trump’s Triumph Delivers Equity Sector Winners and Losers
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Stage Being Set for Bank of Japan Rate Hike
Real Assets Review
France’s Fiscal Fragility Strains the Eurozone
Elections and Equities: The Impact of the US Election on Sector Investing
A Better Macro Policy Framework for Europe
Labor Market Resilience Offsets Geopolitical Tensions
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
Gains in US Services Employment Near Pre-Covid Norms
Unlocking Opportunities in the Forgotten 493
US Economy Is Slowing
Credit Style Factors Explained
Portfolio Protection: A Renaissance for Government Bonds
Is AI the Right Prescription for the Health Care Industry?
Investing in the Future Approaches to Climate Change in Portfolios
Overweight in High Yield Extended
A Balanced Approach in US Equities is Starting to Pay Dividends
S&P 500 Leadership Shifts Beyond Tech
Six Grey Swans That Could Move Markets in 2024
Positioning The Pieces: GMO Implementation Guide
Fed Balance Sheet And Financial System Liquidity Measures
Investment Implications of BOJ’s Great Normalization
Europe in the Spotlight
USD Holds Steady in Tight Range
Emerging Opportunities
strategy-espresso-02-12-2019
The Changing World of LDI
Odds of Larger ECB Cuts Increase
Odds of RBA Rate Hike Increase
Insurance, Climate-Related Risks and the Rising Cost of Living
January a Bump on, Not the End of US Disinflation Journey
A Case For: Sustainable Climate Bond Strategy
LDI Monthly Update: December 2023
Economic parallels: China's future and the echoes of Japan's lost decades
Fixed Income Roadmap 2024
How Indexed High Yield Can Complement Private Market Allocations
Asset Tokenization in Capital Markets
Implementation: Going from Theory to Action
Skilling Up During Disruption
Systematic Investing in Credit Is Now Feasible
Transition Into Broad Equities Exposure With ESG ETFs
Australian Retirement Survey During a Time of Change
Playback of Client Call: Liquidity Update with Global Trading
2022 Global Retirement Reality Report: UK Snapshot
Defined Benefit Dynamism: Navigating Towards Better Outcomes
Global CIO Reaction to US Presidential Election
The Challenging Sustainable Investing Landscape One Size Does Not Fit All
Liquidity in SAFI Portfolios
Outlook Improves for Fixed Income
Q4 2024 Cash Outlook
Stewardship Activity Report: Q4 2023
Path to Lower Rates Won’t Be Uniform
Plenty of Drama, But Same Story
Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Exploring the Link Between Stock Price Volatility and ESG Scores
Expectations Improve for US Equities
ECB Has Room to Cut More
Path Clear for Rate Cut in September
Master the Mechanics of ETF Trading – Prüfung (test)
Back to the Futures: How Derivative Pricing Can Impact Index Funds
Charitable Asset Management
Shocks and Reversals
Emerging Market Debt Commentary: Q1 2024
Global Retirement Reality Report
SSGAL Section 172 Statement
Another Robust Quarter for US Household Consumption
European ETFs Proved Resilient in 2023
Market Volatility’s Back: Get In and Out with Liquid ETFs
Third Quarter 2019 Forecast
LDI Monthly Update: February 2024
A Turn to Japan
Takeaways from the Taiwan Election
US Unemployment Measures Are Gently Bottoming Out
Emerging Market Debt Commentary: Q4 2023
Ripples From China
Climate Scenarios: Unpacking the 1.5°C Pathways
Navigating the Risk/Return Trade-off in SAFI Portfolios
ESG Insights
USD Poised for Downward Correction
Yen: Opportunistic, but Limited Intervention
The Tidal Wave of Global Debt: Causes and Consequences
Casting a Wide Net: Why True Passive Strategies Are Rare Catches
Case Studies on Climate-Thematic Equity Investment Solutions
Investment Trends Among Sovereign Wealth Funds
The Defensive Qualities of High Yield
Expectation Improves for Equities
Inflation Report Surprises Fade Rate Cut Prospects
Black Sheep of US Macro Proves Economy Slowing
Alpha Insights: Positioning for Peaking Yields
European Parliament Elections Matter in the Medium Term
Q4 2024 Bond Compass
Stewardship Activity Report: Q3 2024
Bank of England Considers Rate Cut in Coming Quarters
Managing Private Market Asset Allocations
Fixed Income Midyear Outlook: Phase Transition
Election Overshadows Fed's Rate Cut
Climate Bond Investing — Reduce the Carbon, Fund the Transition
Sentiment Turns Positive for Emerging Markets
Emerging Market Debt: Market Commentary Q2 2024
US Dollar Looks Oversold
A Letter From Our CIO: Indexed Fixed Income Update
Latest Data Suggests Need for Urgency
Will These Grey Swans Take Flight in 2024
US Growth and Elections Drive Currency Markets
Quarterly Edition: Gentle Step Down in Global Growth
Fixed Income Outlook 2025
Gold Nuggets: Records Are Made to Be Broken
How Bank Loan ETFs Can Complement Private Market Allocations
Bond Yields Rise as US Election Draws Near
Gaps and Overlaps in SMID-Cap Exposure
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
The Markets
Fed Cuts Delayed by Robust Labor Market Data
Non-defense Aircraft Weigh on US Durable Goods Orders
Investment Research Offsite 2024 Recap
Finding the Right Path
The Fixed Income Side of Factor Investing: What Investors Need to Know
An Advanced Perspective on Securities Lending
Asset Stewardship Report 2018
Books Every Investor Should Read
Adapt and Thrive: Evolution and Innovation in Emerging Markets
Inflation Continues to Dominate Market Action
US Equities Keep Rolling: Could It Really Be This Easy?
September CPI Stronger Than Expected
Q3 Credit Research Outlook
Mortgage Optimism Boosts Sentiment
Long-Term Asset Class Forecasts: Q4 2024
Understanding Money Market Funds
Equity Market Outlook 2025
Decoding the Market Reaction to Trump’s Win
Market Forecasts: Q3 2024
The Performance of US Equities in Election Years Over the Last Century
Macroeconomic Outlook 2025
Putting Investment Decisions Into Context
Growth Fuels Currency Moves
UK Election Outlook
Market Regime Indicator: Q1 2024
Overview: Systematic Active Fixed Income Signals
Weekly Economic Perspectives, 26 April 2024
Small-cap Equities: Crafted for a Soft Landing
The Wait Is Over
The Performance of US Equities in Election Years
Inflation Relief Boosts Rate Cut Expectations
Introduction to SPDR Portfolio Consulting
China’s Latest Stimulus: Boosting Price, not Earnings
US Consumers Inflation Expectations Normalize
The Bullish Case for Japanese Equities
UK Budget: 7 Takeaways for UK Pension Schemes
Expect Bank of England to Cut in August
India Surpasses China in MSCI Index
EU Climate Benchmarks: Paris Aligned or Climate Transition?
2023 Global Retirement Reality Report: Ireland Snapshot
Emerging Market Equities: A Golden Era for Alpha Gen?
Central Bank Check-In: What’s Next Around the Globe
The Impact of Crisis-Driven Dividend Cuts
Elections
US Housing Activity Shifts
Why & How S&P 500 ESG Leaders Works
India: Where the Fireworks Come From
GCC Fixed Income: An Alternative Diversifier to Core Allocations
Global Equities: A Shift in Performance Drivers
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
2024 US Election – Big or Small Macro Policy Shift Coming?
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
US Jobs Data Not Bad Enough
Environmental Stewardship Highlights
India Elections: Mind the Policy Gap
De-Risking Effectively Using Fixed Income Building Blocks
High Yield in Focus
Optimizing a Global Credit Portfolio
What Does the Downward Interest Rate Trajectory Imply for Infrastructure Investors?
Fiscal (In)Stability
EU Climate Benchmarks: Standards and Implications
An Unusual Mortgage Refinancing Cycle Ahead
Renewed Energy in 2020
Market Regime Indicator: Q4 2023
Cross-Team Collaboration Sparks Fresh Perspectives
Optimizing Your Emerging Markets Equity Portfolio
Implementation Alpha: Adding Value in Indexed Fixed Income
Introduction to Barclays QPS
Equities and the Path Forward
Is the End Well-Nigh for Quantitative Tightening?
Odds of Fed December Cut Increase
Making Private Credit Allocations vs Leveraged Loans and High Yield
Softening US Data Warrants Cautious Fed Approach
The Case for Systematic Investing in Credit
Key Takeaways from the Fed Meeting
The Case for Active Investing in Equities
Regaining Retirement Confidence in a Post-Pandemic Environment
Canada Snapshot
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Market Concentration, Dispersion, and the Active-Passive Debate
Broadening Out From Tech
Global Forecasts Are Little Changed
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
EU Climate Benchmarks, Part 3
A Time for Sentiment
Real Assets Insights: Q3 2024
Rising Political Risks Drive Currency Markets
Active Quantitative Equity Quarterly
Investing in Sustainable Growth: Q2 2024
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
Real Assets Insights: Q1 2024
High Yield Still in Focus
Yen Set for Gains in Volatile Markets
Convertibles Well Positioned for a Soft Landing
Emerging Markets: Choose the Right Target
Global High Yield Update – Q2 2024
Annual Rebalance for the S&P 500 ESG Leaders Index
SPDR® ETFs Throughout the COVID-19 Crisis
Featured Insights
Sector ETF Momentum Map
A Letter From Our CIO: Systematic Equity Update
The Case for Allocating to Emerging Market Debt
US Public Debt at Record High
Bank Deposits Versus Money Market Funds
Long-Term Asset Class Forecasts: Q2 2024
GCC Region in Bloom
US Consumer Credit Dynamics Send Cautionary Signals
Time Again for Outcome Investing?
European Equities Overweighted
2020 Vision: Focus on Finding Opportunities
Fixed Income Research
Geopolitical Outlook 2025
Stewardship Activity Report: Q1 2024
Espresso
Q4 2024 Credit Research Outlook
US IG Credit – Sticking Close to Benchmark
Real Talk on Real Rates: A Data-Driven Look at the New Rate Paradigm
The Fed forays into ETFs
State of the Market
Is Sentiment Turning?
April CPI Data Brings Relief
LDI Monthly Update: March 2024
Looking Back and Forward
Canada GDP Growth Exceeds Expectations
Emerging Market Debt Market Commentary: February 2024
Making It Plain: Our Asset Stewardship Approach
5 Questions Every Scheme Should Ask in 2024
Exploring Transformative Technologies
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Stewardship Activity Report: Q3 2023
2024 US Presidential Election Preview
Shifting Sands: The GCC’s Equity Market Transformation
US Elections: Global Spillover Effects
Convexity in Fixed Income Portfolio Management
The Outlook for Infrastructure in 2024
Building a Better Benchmark for Leveraged Loan Indexing
The Outlook for Emerging Market Debt Improves
Can Machine Learning Improve Portfolio Risk-Adjusted Performance? A Smart Beta Case Study
How To Invest: A Step by Step Guide
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
Monthly Cash Review November 2024
Emerging Markets Beyond China
Emerging Market Debt Commentary: October 2024
Tariffs Pose Risk to the US Deficit
Emerging Market Debt Market Commentary: May 2024
Political and Economic Unknowns Drive Equity Sector Shifts
Market Regime Indicator: Q2 2024
How to Position for Geopolitical Shocks in 2024
Emerging Market Debt
The Case for Emerging Markets Small-Cap Equity
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Navigating Uncertain Bond Markets with Short-duration Credit
Climate Facts
Systematic Equity — Active: Alpha Innovation and Advanced Technology
Navigating Sustainable Investing Regulation as a Driver of Opportunity and Risk
2022 Global Retirement Reality Report: US Snapshot
Making Connections
Capturing Leveraged Loan Beta: How Index Strategies Can Be an Effective Vehicle for Loan Market Exposure
Global High Yield Update – Q3 2024
US Election Wrap-up: The Comeback President and What Happens Next
Canada Inflation Continues to Ease
Rising Yields Signal Economic Resilience
Time to Play Defense in the Bond Proxy Sectors?
The French Election and the Markets
LDI Monthly Update: April 2024
Controlling Risk in Systematic Active Fixed Income Portfolios
Regaining Retirement Confidence in a Post-Pandemic Environment
Constructing and Implementing a SAFI Portfolio
Quantum Computing: Evolution or Revolution?
Emerging Market Debt Enhancing a Global Bond Portfolio
LDI Monthly Update: January 2024
Lending Returns Decline Along With Volatility
Market Forecasts: Q1 2024
European Equities Continue to Find Favor
Putting the Power of AI to Work in Investing
Asset Stewardship Report
Unlocking the Securities Lending Potential of UCITS ETFs
Gold as a Strategic Asset Class
Worsening US Labor Differential Flashes Warning Sign
Our Approach to Leveraged Loan Indexing: A Q&A
EM Equities at a Crossroads: Which Signs to Follow?
Could We See Further USD Gains?
Guide to Using the Sector Momentum Map
Small-cap Equities: Entering a Sweet Spot?
Is Trump a Green Light for Convertibles and US High Yield?
SSGA Canadian Long-Term Asset Class Forecasts
10-Year Yield Climbs Against Fed Policy
US Mid Caps: the Goldilocks Equity Sector in a Trump World
US Small Businesses Scale Back Hiring, Compensation Plans
EMD Hard Currency
The Problem With Too Long of a Fed Delay?
Emerging Market Debt Market Commentary: April 2024
A Customized Climate Bond Strategy
What to Know About the Dutch Pension Reform
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Macro Resilience Continues to Support Markets
Exploring the Full Spectrum of Fixed Income Strategies
UK Autumn Budget Signals Fiscal Expansion
Portfolio Construction Beyond 60/40
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
2023 Global Retirement Reality Report: US Snapshot
The Case for High Yield
A Fundamental Approach to Climate Risk Assessment
US Macro Data Coming in Hot and Cold
2024 ETF Impact Survey
Global Convertible Bonds: A Balanced Profile for a Soft Landing
MPFL Section 172 Statement
Could ‘70s Era Stagflation Make a Comeback?
Emerging Market Debt Commentary: August 2024
Achieving New Frontiers The Role of Bonds in Sustainable Investing
Striking a More Defensive Posture
Three Climate-Transition Stock Stories
When Policy Rates Are Higher Than Growth
Global High Yield Update – Q4 2023
The Evolving Opportunity in Emerging Market Equities
Equity Outlook: At the Turn of the Tide
Global Market Portfolio 2024
An Introduction to Systematic Active Fixed Income
USD Down, but Not Yet Out
2024 Midyear Global Market Outlook
UK Elections: Potential for Upside Surprises
Japan’s Path Ahead Amid Political Uncertainty
The Evergreen Case for a Strategic Allocation to High Yield
G10 Currencies to Remain Range Bound
SSGAL Pillar 3 Disclosure Statement 2019
Can Japanese Equities Recover to New Highs?
USD Strength Hinges on Policy Stance
Emerging Market Debt: Market Commentary Q3 2024
2023 Global Retirement Reality Report: UK Snapshot
Unlocking the Korea Discount
Market Forecasts: Q4 2024
The US Housing Recession Is Over
Tipping Point: Is The RBA On Track For A Rate Hike?
Software: Still Eating the World Just Taking a Pause to Digest
More Cash Sales, Longer Sale Cycle for US Existing Homes
A Look at Short Duration Emerging Markets Hard Currency
Commodities Set for Revival Amid Global Shifts
The Weekly ETF Brief
Systematic Equity- Active: Quarterly
US Elections Finish Line in Sight: Revisiting Our Outlook
High Yield Now an Overweight
Trading Best Practices for Volatile Markets
The Rise in Systematic Credit Investing
Emerging Market Debt at State Street Global Advisors
Investing in Sustainable Growth: Q4 2023
Bonds are Back Where to Look, What to Do in 2024
An Update on Dividend Aristocrats
Understanding Money Market Funds
Convex — and Ahead of the Curve: SPDR Global Convertible Bond ETF Turns 10
Emerging Market Debt Commentary: January 2024
Real Assets and Private Market Liquidity Considerations
Weighing Your De-Risking Options
Supply Chains Before and After the Pandemic
US Mid-cap Equities–Economic Exceptionalism at a Reasonable Price
Global High Yield Update Q1 2024
European ETF Industry Evolution
Building a Portfolio: A Closer Look at Our Process
2022 Global Retirement Reality Report: Ireland Snapshot
Pessimistic US Consumers May Have A Point, After All
Webcast Fed Liquidity Programs and ETFs
Is the US Facing a Grand Era of De-Regulation?
An Active Fundamental Approach to the US Market
What Does the Return of Oil Volatility Mean for Commodities?
Quality: The Path to Durable Competitive Advantage
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
A Capital Efficient Approach for Managing DB Plan Assets
Lofty Real Rate Expectations
US Disinflation Has Further to Run
The Case for Defensive Equity Strategies
The Modernization of Bond Market Trading and its Implications
Market Forecasts: Q2 2024
US Housing Sector Soft Patch Broadens
Robust Growth in UK Services Activity
US Small Cap Value Weighted–Three Dimensions of Market Rotation
Forecasts Improve for the Agg
Systematic High Quality Corporate Fixed Income: August 2024
Espresso
Disinflation Exception? The Special Case Of Insurance Costs
Financial Stocks: Banking on Trump
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
Q3 2024 Cash Outlook
Risk Sentiments Still Favor Equities
Stewardship Activity Report: Q2 2024
Long-Term Asset Class Forecasts: Q3 2024
US Election 2024: The Final Countdown