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