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Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
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Portfolio Construction Insights
Tax-Loss Harvesting Opportunities Increase as Market Losses Mount
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Today’s negative returns are an opportunity to harvest losses. How does tax-loss harvesting work?
Sustainable Investing
Decarbonzing Portfolios with SPDR MSCI Climate Paris Aligned ETFs
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SPDR’s Climate Paris Aligned equity ETFs track leading MSCI indices and are designed to allow investors to meet their climate objectives now and into the future by decarbonizing their portfolios swiftly, effectively and cost-efficiently.
Portfolio Construction Insights
Core Portfolio Construction
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What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Portfolio Construction Insights
State Street ETF Model Portfolios: A Partnership to Achieve Your Goals
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The managers of the State Street ETF Model Portfolios employ a rigorous process and invest each portfolio’s assets in a distinct mix of ETFs. The resulting portfolios provide global diversification based on their target balance of risk and return. The model portfolios undergo ongoing risk evaluation and offer a track record of performance, in some cases dating back more than 10 years.
Investing Ideas
Why the Time Is Right to Consider Investing in Emerging Market Local Debt
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In the post-COVID landscape, EM local bonds can play an important role in portfolios as a potential income-generating growth asset.
Investing Ideas
A Broader Tilt to Value
Value stocks, including those outside the U.S., have cheap valuations and could benefit from an improving economic environment.
Investing Ideas
The Challenge of Low but Rising Rates
A low but rising interest rate environment can be challenging for bonds, but, fortunately, it may benefit higher-yielding bonds.
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Investing Ideas
Ten Lessons From Ten Years
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We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.
Investing Ideas
It May Be Time to Consider Non-U.S. Equities
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Investors seeking non-U.S. equity diversification but continued exposure to technology may want to consider emerging markets.
Investing Ideas
Growth Versus Value: A Balanced View
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Despite the large divergence in stock performace year-to-date, we have a balanced view between growth and value stocks.
Investing Ideas
Stable Value Versus Money Market Funds
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Now could be the time to reassess your plan's capital preservation options and consider stable value.