Skip to main content
An Update on Dividend Aristocrats
Equities Pared in Favor of the Agg
LDI Monthly Update: November 2023
Regaining Retirement Confidence in a Post-Pandemic Environment
Can Machine Learning Improve Portfolio Risk-Adjusted Performance? A Smart Beta Case Study
Risk Sentiments Still Favor Equities
ESG Insights
2022 Global Retirement Reality Report: US Snapshot
Market Forecasts: Q2 2024
Pessimistic US Consumers May Have A Point, After All
Real Assets Insights: Q1 2024
Market Regime Indicator: Q4 2023
Emerging Markets: Don’t Get Skewed
Climate Facts
Worsening US Labor Differential Flashes Warning Sign
The Markets
Lessons from Summer Returns
The Rise in Systematic Credit Investing
Climate Scenarios: Unpacking the 1.5°C Pathways
Mexico’s New Government: A Pivotal Moment for the Country’s Investment Story
US Elections: Global Spillover Effects
Putting Investment Decisions Into Context
Odds of RBA Rate Hike Increase
The Bullish Case for Japanese Equities
Credit Style Factors Can Provide Crucial Insights During Late-Cycle Market Resilience
China: Property Sector Troubled, Clouding Recovery
Case Studies on Climate-Thematic Equity Investment Solutions
The Growing US Budget Deficit
Signs of Securities Loan Demand Weakening
Emerging Opportunities
Overview: Systematic Active Fixed Income Signals
Keep a Foot in Each Camp with Convertible Bonds
Economic parallels: China's future and the echoes of Japan's lost decades
LDI Monthly Update: February 2024
Next for US Equities: Will the Fed Deliver a Soft Landing?
PriceStats®: Inflation Trends Mixed
Is Sentiment Turning?
UK Election Outlook
Global High Yield Update – Q3 2023
2023 Global Retirement Reality Report: US Snapshot
Market Forecasts: Q4 2023
Emerging Markets Beyond China
Skilling Up During Disruption
LDI Monthly Update: October 2023
Equity Outlook 2024
China’s Balance of Payments Matters More Than Ever
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Is the End Well-Nigh for Quantitative Tightening?
The French Election and the Markets
Finding Sanctuary in Short Rates
Global High Yield Update – Q2 2024
Investing in Sustainable Growth: Q4 2023
Key Takeaways from the Fed Meeting
Gold Nuggets: Records Are Made to Be Broken
Quality – A Balanced Risk/Return Profile
Managing Private Market Asset Allocations
Systematic Investing in Credit Is Now Feasible
The Modernization of Bond Market Trading and its Implications
Outlook Improves for Fixed Income
Overweight in High Yield Extended
LDI Monthly Update: December 2023
Global Retirement Reality Report
Is the Fed Behind the Curve?
USD Strength Hinges on Policy Stance
Stewardship Activity Report: Q4 2023
US Inflation Target Not in Hand, but in Sight
Implementing Your De-Risking Strategy: Plan-by-Plan Considerations
Navigating the Risk/Return Trade-off in SAFI Portfolios
Charitable Asset Management
LDI Monthly Update: January 2024
Insurance, Climate-Related Risks and the Rising Cost of Living
Systematic Equity- Active: Quarterly
The Retirement Prism: Seeing Now and Later
EU Climate Benchmarks, Part 3
USD Down, but Not Yet Out
Rising Political Risks Drive Currency Markets
Australian Retirement Survey During a Time of Change
Real Assets Review
The Case for Defensive Equity Strategies
Distribution Trades: What Are They and How Can They Benefit ETF Investors?
US Jobs Data Not Bad Enough
Fixed Income Sustainable Investing : Combining Performance & Responsible Investing
Moderation in US Wage Inflation Is Key Labor Market Trend
Fixed Income Outlook 2024
Market Regime Indicator: Q3 2023
Europe in the Spotlight
European Equities Overweighted
2023 Global Retirement Reality Report Ireland Snapshot
State of the Market
Books Every Investor Should Read
The US Housing Recession Is Over
Five Reasons to Invest with the Fundamental Growth and Core Equity Team
How Indexed High Yield Can Complement Private Market Allocations
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Market Concentration, Dispersion, and the Active-Passive Debate
High Yield Now an Overweight
Making It Plain: Our Asset Stewardship Approach
5 Sectors & AI: Hold On
Yen: Opportunistic, but Limited Intervention
Bank Deposits Versus Money Market Funds
Systematic Equity- Active: Quarterly Q3 2023
Lending Returns Decline Along With Volatility
The Role of Active, Index and Systematic Investing in Fixed Income Portfolios
Monthly Cash Review August 2024
Equities Pruned, High Yield Underweighted
Is AI the Right Prescription for the Health Care Industry?
Broadening Out From Tech
GCC Fixed Income: An Alternative Diversifier to Core Allocations
How Challenged are the US and Canadian Housing Sectors?
Unlocking Opportunities in the Forgotten 493
The Impact of Crisis-Driven Dividend Cuts
Emerging Market Debt Commentary: Q4 2023
Master the Mechanics of ETF Trading – Prüfung (test)
A Letter From Our CIO: Indexed Fixed Income Update
Long-Term Asset Class Forecasts: Q2 2024
Emerging Market Debt Market Commentary: February 2024
Canada GDP Growth Exceeds Expectations
Systematic Equity — Active: Alpha Innovation and Advanced Technology
Making Private Credit Allocations vs Leveraged Loans and High Yield
Fixed Income Midyear Outlook: Phase Transition
US Consumer Credit Dynamics Send Cautionary Signals
EU Climate Benchmarks: Paris Aligned or Climate Transition?
Guide to Using the Sector Momentum Map
Asset Stewardship Report
The Case for Allocating to Emerging Market Debt
A Capital Efficient Approach for Managing DB Plan Assets
Stage Being Set for Bank of Japan Rate Hike
Sentiment Turns Positive for Emerging Markets
A Time for Sentiment
Latest Data Suggests Need for Urgency
Expect Bank of England to Cut in August
A Letter From Our CIO: Systematic Equity Update
Climate Scenarios: An Introduction
Fed Balance Sheet And Financial System Liquidity Measures
Ireland Snapshot 2020
Emerging Markets: Choose the Right Target
US Large-cap Equities — Seeing an Entry Point Amid Derating and Upside Surprises
Canada Inflation Continues to Ease
Can the Soft Landing Survive the Fed?
Weighing Your De-Risking Options
Constructing and Implementing a SAFI Portfolio
2022 Global Retirement Reality Report: UK Snapshot
Positioning for Success in US Exposures: Insights Gained from Machine Learning
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Unlocking the Korea Discount
Peeling Back the Onion: Understanding What Goes into an ESG Rating
Dividend Income for Stability As We Approach Peak Rates
Liquidity in SAFI Portfolios
Global CIO Reaction to US Presidential Election
Regaining Retirement Confidence in a Post-Pandemic Environment
G10 Currencies to Remain Range Bound
Tipping Point: Is The RBA On Track For A Rate Hike?
Time Again for Outcome Investing?
The Case for High Yield
SSGAL Pillar 3 Disclosure Statement 2019
Supply Chains Before and After the Pandemic
2023 Global Retirement Reality Report: UK Snapshot
LDI Monthly Update: March 2024
Market Forecasts: Q3 2024
Path Clear for Rate Cut in September
US Economy Is Slowing
US Housing Sector Soft Patch Broadens
Quantifying Supply Chain ESG Risks: A Flexible Framework
How To Invest: A Step by Step Guide
Convertibles Well Positioned for a Soft Landing
Climate Bond Investing — Reduce the Carbon, Fund the Transition
Emerging Market Debt Market Commentary: May 2024
Sector ETF Momentum Map
Elections
Playback of Client Call: Liquidity Update with Global Trading
Investor Sentiment: Demand for US Bonds Dwindles
Is the US Facing a Grand Era of De-Regulation?
US Small & Mid Caps — Moderating Inflation Makes All the Difference
The Case for a Relook at Europe
European ETFs Proved Resilient in 2023
Central Bank Check-In: What’s Next Around the Globe
Making Connections
EMD Hard Currency
Robust Growth in UK Services Activity
The Changing World of LDI
Netherlands Snapshot 2020
Quality: The Path to Durable Competitive Advantage
Inflation Report Surprises Fade Rate Cut Prospects
A Case For: Sustainable Climate Bond Strategy
US Consumers Inflation Expectations Normalize
US Small Businesses Scale Back Hiring, Compensation Plans
SSGA Canadian Long-Term Asset Class Forecasts
Inflation Relief Boosts Rate Cut Expectations
Gains in US Services Employment Near Pre-Covid Norms
China’s Growth Trajectory Bears Close Watching
Systematic Active Fixed Income Investing
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The Outlook for Emerging Market Debt Improves
European Parliament Elections Matter in the Medium Term
A Letter From Our CIO: Indexed Fixed Income Update
Credit Style Factors Explained
The Performance of US Equities in Election Years Over the Last Century
Investing in Sustainable Growth: Q3 2023
Macro Resilience Continues to Support Markets
Stewardship Activity Report: Q3 2023
Emerging Market Debt Commentary: Q3 2023
Quarterly Edition US Resilience Aside Global Growth Is Slowing
Can Japanese Equities Recover to New Highs?
2020 Vision: Focus on Finding Opportunities
European Equities Continue to Find Favor
Emerging Market Debt: Market Commentary Q2 2024
Q3 2024 Bond Compass
Active Quantitative Equity Quarterly
Bond Yields Climb, Equities Fall, and Value Shines
Role of Active and Indexing in Fixed Income Portfolios
Third Quarter 2019 Forecast
Emerging Market Debt: In Anticipation of a Landing
De-Risking Effectively Using Fixed Income Building Blocks
Fixed Income Insights
Introduction to Infrastructure
High Rates Bring Mortgage Applications to a Standstill
SPDR is setting new standards for the S&P 500 UCITS ETF range
Quarterly Edition: Gentle Step Down in Global Growth
USD Poised for Downward Correction
ESG in Emerging Market Sovereign Debt: An Evolving Conversation
Fed Cuts Delayed by Robust Labor Market Data
Calmer times ahead for Global Aggregate?
Inflation Continues to Dominate Market Action
Could We See Further USD Gains?
EM Small Caps: Embrace Economic Growth with a Lower China Dependency
Convexity in Fixed Income Portfolio Management
Emerging Market Equities: A Golden Era for Alpha Gen?
How Home Bias Can Undermine Diversification
Building a Portfolio: A Closer Look at Our Process
Bank of England Considers Rate Cut in Coming Quarters
Six Grey Swans That Could Move Markets in 2024
Global High Yield Update – Q4 2023
Is It Time for a Temporary USD Correction?
How Bank Loan ETFs Can Complement Private Market Allocations
Emerging Market Debt at State Street Global Advisors
A Turn to Japan
Market Regime Indicator: Q1 2024
Time to Play Defense in the Bond Proxy Sectors?
2024 Midyear Global Market Outlook
Q3 Investment Outlook
Elections and Equities: The Impact of the US Election on Sector Investing
Positioning The Pieces: GMO Implementation Guide
Zooming Out: A Comprehensive Approach to Defining Economic Cycles
US Government Shutdown Is Not Just Theater
SPDR® ETFs Throughout the COVID-19 Crisis
Investment Trends Among Sovereign Wealth Funds
Hold the R-Star Verdict
Forecasts Improve for the Agg
Three Climate-Transition Stock Stories
Gaps and Overlaps in SMID-Cap Exposure
USD Holds Steady in Tight Range
An Advanced Perspective on Securities Lending
Emerging Market Debt Market Commentary: April 2024
Long-Term Asset Class Forecasts: Q3 2024
Controlling Risk in Systematic Active Fixed Income Portfolios
Cross-Team Collaboration Sparks Fresh Perspectives
SSGAL Section 172 Statement
Moderating Shelter Inflation to Drive US Core Disinflation
An Introduction to Systematic Active Fixed Income
Positioning the Pieces
Active and Index: Fixed Income Building Blocks
Implementation: Going from Theory to Action
Global Forecasts Are Little Changed
Monthly Market Perspectives: A Glimmer of Hope
Global High Yield Update Q1 2024
Fixed Income Roadmap 2024
Emerging Markets Outlook 2024
Our Approach to Leveraged Loan Indexing: A Q&A
US Consumers Are Highly Attuned to Declining Job Openings
How to Position for Geopolitical Shocks in 2024
A Fundamental Approach to Climate Risk Assessment
Shining a Light on Small Caps
Featured Insights
The Case for Emerging Markets Small-Cap Equity
EU Climate Benchmarks: Standards and Implications
Emerging Market Debt Commentary: January 2024
The Weekly ETF Brief
US Personal Spending Resilient, Savings Rate Not so Much
Why & How S&P 500 ESG Leaders Works
Stewardship Activity Report: Q1 2024
Canada Snapshot
An Enhanced Approach to Broad Emerging Markets Equity Exposure
Bond Valuations Remain Unfazed
January a Bump on, Not the End of US Disinflation Journey
Expectations Improve for US Equities
A Detailed Look at Climate Transition Risk Data
Global Equities: Looking Toward a Soft Landing and Beyond
Trading Best Practices for Volatile Markets
MPFL Section 172 Statement
Macroeconomic and Geopolitical Outlook 2024
Stewardship Activity Report: Q2 2023
2024 US Presidential Election Preview
JPY Deeply Undervalued
Big Swings in US Non-Manufacturing ISM Employment
The Case for Active Investing in Equities
Exploring the Link Between Stock Price Volatility and ESG Scores
European ETF Industry Evolution
Will These Grey Swans Take Flight in 2024?
Emerging Market Debt Enhancing a Global Bond Portfolio
Optimizing a Global Credit Portfolio
Asset Stewardship Report 2018
Our Thoughts on the Term Premium
Environmental Stewardship Highlights
Real Assets Insights: Q2 2024
Looking Back and Forward
Real Assets and Private Market Liquidity Considerations
US Unemployment Rate Bottoming Out Gently but Surely
The Case for Systematic Investing in Credit
Weekly Economic Perspectives, 26 April 2024
Investment Implications of BOJ’s Great Normalization
April CPI Data Brings Relief
Emerging Market Debt Commentary: August 2023
Back to the Futures: How Derivative Pricing Can Impact Index Funds
2022 Global Retirement Reality Report: Ireland Snapshot
Hard to Argue Against the USD
A Better Macro Policy Framework for Europe
Putting the Power of AI to Work in Investing
Global Convertible Bonds: A Balanced Profile for a Soft Landing
A Letter From Our CIO: Systematic Equity Update
Market Forecasts: Q1 2024
Energy: A High Voltage Sector
Non-defense Aircraft Weigh on US Durable Goods Orders
Investing in Sustainable Growth: Q2 2024
Long-Term Asset Class Forecasts: Q4 2023
Emerging Market Debt Commentary: Q1 2024
Softening US Data Warrants Cautious Fed Approach
Bonds are Back Where to Look, What to Do in 2024
India: Where the Fireworks Come From
US Equities Keep Rolling: Could It Really Be This Easy?
An Active Fundamental Approach to the US Market
US Continuing Unemployment Claims Near Cycle Highs
Disinflation Exception? The Special Case Of Insurance Costs
Market Regime Indicator: Q2 2024
Implementation Alpha: Adding Value in Indexed Fixed Income
Framework More Constructive on US Large Caps
Introduction to SPDR Portfolio Consulting
China’s 2020 National People’s Congress: The Big Policy Pivot
Understanding Money Market Funds
Introduction to Barclays QPS
India Elections: Mind the Policy Gap
Equities and the Path Forward
UK Elections: Potential for Upside Surprises
A Customized Climate Bond Strategy
US Dollar Looks Oversold
The Problem With Too Long of a Fed Delay?
2024 ETF Impact Survey
Emerging Market Debt
More Cash Sales, Longer Sale Cycle for US Existing Homes
Takeaways from the Taiwan Election
Another Robust Quarter for US Household Consumption
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Global Market Portfolio 2023
Optimizing Your Emerging Markets Equity Portfolio
India Sovereign Bonds Announcement of Index Inclusion
Emerging Market Debt Outlook: Opportunities Amid Uncertainty
Espresso
Exploring the Full Spectrum of Fixed Income Strategies
US Existing Home Sales Now Below Covid Lows
2024 US Election – Big or Small Macro Policy Shift Coming?
Decoupling Volatility of Bonds vs Stocks
Unlocking the Securities Lending Potential of UCITS ETFs
Alpha Insights: Positioning for Peaking Yields
The Fed forays into ETFs
US Unemployment Measures Are Gently Bottoming Out
Webcast Fed Liquidity Programs and ETFs
Long-Term Asset Class Forecasts: Q1 2024