Resilience Meets Fragility: Rewriting the Diversification Playbook
State Street Investment Management recently released its Midyear Outlook, and it captured the market's moment incredibly well, depicting an environment marked by both resilience and fragility. When we dive into the latest macro economic data, we see exactly that: a market that's anchored on solid fundamentals but that's also growing fragile as confidence wanes.
ALLW: Protecting Your Portfolio From Macroeconomic Risk
The State Street Bridgewater All Weather ETF offers a globally diversified, actively managed multi-asset strategy targeting conservative investors seeking stability and income. ALLW allocates across equities, inflation-linked bonds, and global nominal bonds, with a focus on mitigating inflation and market volatility. With a 4.26% distribution yield and flexible asset allocation, ALLW is positioned to benefit from ongoing inflationary pressures and supply chain disruptions.
Matt Bartolini Talks Inflation-Resilient Portfolios & More
With global macroeconomic pressures not abating any time soon, and inflation signals coming in higher than expected, many advisors and investors are seeking guidance on how to amplify inflation protection within their portfolio.
The All Weather Era Seems To Be At The Door, And ALLW Is Knocking
It is a global multi-asset ETF that follows Bridgewater's All Weather approach. The strategy is famous for providing inter-regime stability, resilient across market regimes, with a 10–12% volatility target. It is a strong representation of what Dalio explains precisely in his publications on the "big cycle."
Not Just Stocks: State Street Leader Bartolini Talks Diversification, ETFs in 2026
What does 2026 hold for investors? No one can predict the future, but investors can certainly prepare for it.
Small-Cap ETFs Draw Fresh Interest Amid Rate Cuts
Small-cap ETFs are attracting renewed investor attention after months of outflows, with market dynamics suggesting potential opportunities ahead, according to Matt Bartolini, global head of research strategist at State Street Investment Management. Bartolini joined Nate Geraci on this week's ETF Prime to discuss three investment themes for 2026: small-cap stocks, active ETFs, and portfolio resilience.
Move Over, Mercury Retrograde: My Only 2026 Prediction is “All-Weather”
There's a lot of collective wisdom about the challenge of forecasting markets and the economy. Warren Buffet once famously said: “”Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.
ALLW: Analyzing Dalio's All Weather Investing Principles
The SPDR Bridgewater All Weather ETF offers a global, multi-asset strategy inspired by Ray Dalio's all-weather investing principles. ALLW is actively managed, balancing exposures across economic regimes, but carries a high expense ratio (0.85%) and a limited track record since its March 2025 launch. Current performance is consistent with its mandate, but peers like GRNY and AOR show differing results due to geographic and asset allocation differences.
State Street's All Weather ETF Shining With $500M
October weather in New York has been confusing. One weekend, it was a sunny 80 degrees, and I was in shorts.
As Markets Tumble, Can This New ETF Following Ray Dalio's All Weather Strategy Help Investors Weather the Storm?
Ray Dalio is a legend in the investing world. He founded Bridgewater Associates in 1975, one of the largest traditional hedge funds, managing close to $172 billion in assets.
SSGA's Anna Paglia Emphasizes Innovation Theme
Anna Paglia joined State Street Global Advisors almost 18 months ago as executive vice president and chief business officer.
There's Always A Bull Market Somewhere: U.S. ETF Launches Notch A Record
Through the middle of last week - still with a handful of days left in the quarter - 208 new U.S. ETFs were launched in Q1. According to a March Brown Brothers Harriman survey, 95% of investors plan to increase their ETF allocations in the next 12 months. It would not be surprising to see new twists on ESG - climate change, equality, and the state of corporate leadership are issues that could be top of mind going forward.
