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Looking for a Signal in the Noise
Optimizing your emerging markets equity portfolio
Data Keeps Alive Chance of March Fed Cut
The Rise in Systematic Credit Investing
Alternatives Outlook 2026
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
We raise our global growth forecast
Fed shift hits USD
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Diversification proves critical in 2025
The whole truth behind the Fed’s rate cuts
Momentum Sails On, For Now
US government shutdown update: Risks emerge
India in 2025: A tale of contrasting risk perception?
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Next Fed Cut Could Be in July, Not June
Emerging Market Debt Commentary: April 2025
DeepSeek’s Game-Changing Implications for the AI Play
NOK shows promise, CAD faces pressure
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
SSGAL Section 172 Statement
Why Investors Should Continue to Climb the Wall of Worry
Don’t Sell the US Dollar Yet
India’s trade faces tariff shock
Sector Compass: Performance, Flows, Investor Behaviour
Will These Grey Swans Take Flight in 2025?
Q4 2025 Credit Research Outlook
Earnings strength defies uncertainty
Hedging China bond exposures: strategic considerations
How Fixed Income Can (Still) Provide an Anchor to Windward
The evolving GCC IPO market: Trends and investor implications
Saudi Arabia: A Shelter from the Debt Storm?
Commodities Now an Overweight
Small caps poised for a comeback
Investing in digital assets: Educational resources for investors
Euro, yen gain as dollar weakens
Why bitcoin institutional demand is on the rise
Global High Yield Update: Q3 2025
Why Institutions in the Middle East Should Consider Tactical Asset Allocation
Emerging Market Debt Outlook: All Roads Lead to the US
The US Dollar Free Lunch Is Over. What Now? CHF Investors
The case for collateralised loan obligations for European investors
Emerging Market Debt Commentary: Q3 2025
Global Equities: Balancing Risks and Opportunities
2025 European Wealth Manager Survey
Prefer longer-duration bonds
An Investment Vision for European Defence
Diversification in focus: JP Morgan announces changes to EMD benchmarks
How is AI reshaping emerging market equity opportunities?
January CPI Hotter Than Expected
Building a Tactical Asset Allocation Overlay With Derivatives
Can the Bank of Japan Continue to Swim Against the Tide?
Mapping the sustainable investing spectrum of capital
More gleam for gold in the Global Market Portfolio
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Fed cuts rates again, December move uncertain
Long-Term Asset Class Forecasts: Q3 2025
Active Quantitative Equity Quarterly
Emerging Market Debt Commentary: January 2025
Why the GCC Is Emerging as a Global Private Markets Hotspot
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
July rate cut unlikely
Fed rate cut sparks mixed market moves
US inflation data supports Fed rate cut outlook
Tariffs, Transshipping, and the Trouble with Vietnam
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Emerging Market Debt Commentary: October 2025
GENIUS Act explained: What it means for crypto and digital assets
Investing in Uncertain Times
2025 Global Retirement Reality Report: US Snapshot
Bond Sell-Off: Implications for the US and UK Markets
Considerations for a long-dated US Treasury exposure
Q1 2025 Cash Outlook
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Global High Yield Update—Q2 2025
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Climate Transition U.S. Corporate Bond Beta Strategy
Trends and Challenges: The GCC’s Shift to DC Plans
Equities remain our top preference
Tariffs Put Global Economy at Risk of Recession
Yielding Power: What Militarizing Europe Means for its Bond Markets
High uncertainty doesn’t mean indefinite Fed inaction
Long-Term US Dollar Risks Persist
US Economy Powers Ahead
Emerging market debt outlook: The return of ‘Goldilocks’
Global High Yield Year in Review
The income squeeze: How market concentration is reshaping equity returns
Climate Transition Corporate Bond Beta Investing Approach
Credit spreads signal confidence and risk
Quality continues to offer investors an opportunity in US equities
A new agenda for sustainable investing research: A Q&A
Growing Tariff Anxiety Overshadows Payrolls Data
US government layoffs raise labor market risks
Safe havens reimagined: Saudi bonds surge as Treasurys falter
US Sovereign Wealth Fund A Behemoth in the Making?
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Smart Beta Compass
US inflation returns to historical sweet spot
Volatility positioning: How to hold on for the ride
Powell hints at rate cuts at Jackson Hole
Gold’s resilience flags hidden market risks
Why It’s Time for China Equity to Go Solo
US inflation mixed, labor data worsens
Impact Investing vs. Sustainable Outcome Investing
GCC countries and India: A new era of economic collaboration
Long-Term Asset Class Forecasts: Q2 2025
Market Forecasts: Q4 2025
Stewardship Activity Report: Q4 2024
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Appetite for Risk Wanes
Market Forecasts: Q3 2025
Reversal of Fortune: Tech Equities Lag the Rest
Long-Term Asset Class Forecasts: Q4 2025
Sustainable Investing: 5 Key Questions Asset Owners Ask
Market Forecasts: Q1 2025
China’s 2020 National People’s Congress: The Big Policy Pivot
US labor market softens, Fed rate cut likely in December
Third Quarter 2019 Forecast
Making Sense of the Current US Treasury Market
US small-caps in focus
PCE inflation steady but elevated
How AI is reshaping emerging markets equities
The evolution and future of fixed income
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Why the global macro data crisis is everyone’s problem
Climate Transition Euro Corporate Bond Beta Strategy
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Constructive outlook on commodities
Equity Sector Compass: sectors in focus
Deregulation sparks financial sector momentum
How JGBs outshine G4 peers on term spreads
The US Dollar Free Lunch Is Over. What Now? NOK investors
EMD Hard Currency
Consistency as a compass in emerging market equities
Bond market shifts signal waning US advantage
Mixed Signals, Murky Outlook
Q2 2025 SAFI commentary
Can Australia Survive A Trade War?
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Fixed Income 2025: Return of the Sovereigns
The future of crypto: Why smart investors are backing the ecosystem
Emerging Market Debt Commentary: Q4 2024
Mega-caps reshape market dynamics
A Better Macro Policy Framework for Europe
Fed rate cuts spark US housing revival
Six investment trends the summer has revealed
A New Leadership Era: Institutional Meets Individual
SSGA Canadian Long-Term Asset Class Forecasts
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
Small Caps: More Than Just a Factor Premium
Real assets insights: Q3 2025
Deconstructing equity returns: Insights for a new rate cycle
Leveraged Loans at State Street Investment Management
The Case For Enhanced Active Strategies
CAD, NOK poised to outperform
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Macroeconomic Outlook 2026
Temporary Rise in US Inflation Ahead
Emerging Market Equities: Climbing the Wall of Worry
Long-Term Asset Class Forecasts: Q1 2025
When Wall Street and Main Street Diverge
Building resilience with private CRE
The US Dollar Free Lunch Is Over. What Now? USD investors
Improving fixed income portfolio resilience with leveraged loans
What does the divergence in US soft and hard data mean?
Understanding Money Market Funds
Why are Public Pension Funds re-thinking allocations?
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
60/40 strategy regains strength
Returns triple boost powers local emerging market debt outperformance
State Street Global Advisors Rebrands as State Street Investment Management
Emerging Market Debt: Enhancing a Global Bond Portfolio
Global Market Portfolio 2025
Get ahead of the Fed: Financials may get a boost from rate cuts
The One Question Series: You Ask. We Answer.
Nature as an asset: the relevance of biodiversity for investors
Hawkish Words, Dovish Moves
Big Beautiful Bill brings tax clarity
How to Position for Geopolitical Shocks During Trump 2.0
Uncommon Sense
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
US labor market signals persistent softness
US inflation supports September rate cut
Elections
We Maintain No-Recession Call Despite GDP Data
Prospects for a Turnaround in European Equity Fortunes
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
2025 Credit Research Outlook
Fixed Income 2025: Roadmap
Fed on hold, but for how long?
Investing in real assets with ETFs
European Aristocrat Strategies
US macro data stronger than expected
Takaichi’s policies fuel Japan’s market rally
Reducing underweight in US Agg
“Sanaenomics”: A Truss or a Meloni moment?
Beyond AI: The broadening of equity market leadership
Little to See, Much to Worry About
AI comes for marketing
Two-Sided Risks to US Soft Landing
Weak US jobs data likely seals September rate cut
Hawkish Fed supports USD
The US Dollar Free Lunch Is Over. What Now? EUR investors
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Digital assets: The next frontier for markets and investors
Monthly Cash Review - GBP
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Evolution of Trading in Emerging Markets
Convertibles Tough Out Trump Mega Volatility
Global Shariah equities: Quality investment for the future
Rethinking the Role of Bonds in Multi-Asset Portfolios
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Cracks Appear in Bullish US Dollar Story
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
5 Emerging Market Wildcards for 2025
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Why invest in actively managed ETFs?
What if investors get bored of AI?
Scope 3 emissions in investment decision-making: An analysis
Global Retirement Reality Report
2023 Global Retirement Reality Report: Ireland Snapshot
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Global High Yield Update – Q1 2025
The Misconception of Value Investing in the Eurozone
No Letup in Capital Expenditures
Navigating the European Defence Investment Landscape
The changing makeup of the Global Market Portfolio
Equity Market Outlook 2026
Trump’s Trade War: What’s the Endgame?
Australian Retirement Survey During a Time of Change
Six Grey Swans That Could Move Markets in 2025
2024 US Retirement Reality Report: US Snapshot
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
An enhanced approach to broad Emerging Markets equity exposure
Forward with focus
Emerging Market Debt Commentary: August 2025
The rise of the Core-Satellite approach in fixed income portfolio construction
A new era of monetary and fiscal policy or back to the future? What investors should know
ECB Cuts Rate and Signals More Easing
Emerging Market Debt Commentary: November 2025
Stewardship Report 2024
US small-caps: primed for potential upside
Why the AI CapEx cycle may have more staying power than you think
What the US government shutdown means for markets and the economy
Asset Tokenization in Capital Markets
BoJ Rate Now at 17-Year High
GCC reforms spark resilient market growth
Skilling Up During Disruption
A strategic foundation: twenty years of real assets
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Market Forecasts: Q2 2025
Brace for a volatile summer
Geopolitical tensions remain elevated
The Rise of Sukuk from Shariah Roots to Global Opportunity
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Little Relief in Current Data
2025 Global Retirement Reality Report: Australia Snapshot
Recalibration Day
2023 Global Retirement Reality Report: UK Snapshot
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Why have convertible bonds outperformed equities in 2025?
High yield case study: how an index allocation can complement an active manager lineup
How to invest in crypto without buying crypto
US rate cut likely despite growing doubts
Tariffs Test S&P 500 Margins
The Markets
3 Global High Yield Myths That Just Don’t Hold Up
2025 Global Retirement Reality Report: Canada Snapshot
Equity Compass
Beyond Banks: Financial Stocks and Trump
US retail sales and confidence weaken
From income to outcomes: The evolution and future of fixed income
Equities favored as outlook brightens
Housing Market Faces Tepid Spring
Monthly Cash Review – EUR
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Thriving through turbulence: European small-caps surge
What’s driving S&P 500 valuations now?
Q2 2025 Credit Research Outlook
Global Growth Dips Amid Uncertainty
Overweight in European Equities
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Reduce Allocation to European Equities
Charitable Asset Management
German Election: “Alternative zur Stagnation?”
Are rate cuts off the table in Australia?
More Storms Brewing: Are Tariffs on Europe Next?
An Advanced Perspective on Securities Lending
Opportunities and Risks Related to Emerging Technologies
Emerging Market Debt Commentary: Q1 2025
Capital Adequacy Disclosures
Monthly Cash Review: January 2026 (USD)
UK Headline Inflation Accelerates
A stronger emerging markets rally will need a new era of reforms
Reevaluating the India Equity Opportunity
Markets hold steady amid global tensions
Sector Equity Compass
2025 Global Retirement Reality Report: UK Snapshot
Could ‘70s Era Stagflation Make a Comeback?
Tech turns defensive as labor weakens
Policy Action Overshadows February Jobs Report
Why Chinese Government Bonds Warrant Attention… and Caution
Defensive factor strategies taming the US equities bear
US Tariffs Break the USD Bull Case
Q2 2025 Cash Outlook
Tokenization of assets: How it’s reshaping finance and markets
What is the Global Market Portfolio?
The Gulf's capital transformation
Emerging Market Debt Commentary: July 2025
US payrolls data feels like fake resilience
Unlocking opportunity in the leveraged loan market
How is the GCC positioned for the global AI race?
Should you be worried about Fed independence?
US exceptionalism: Fading force or enduring edge?
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Emerging Market Debt Market Commentary: Q2 2025
No real joy in the UK Budget
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
From defensive to dynamic: Utilities enter a new era of growth
US Employment Report Triggers Rate Cuts Rethink
Inflation Expectations Rocket to Multi-Decade Highs
2025 Global Retirement Reality Report: Ireland Snapshot
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Germany's Fiscal Shift: Market Implications and Global Ripples
2024 ETF Impact Survey
Volatility Guardrails for Uncertain Times
Waiting for the small-cap resurgence
Emerging Market Debt Commentary: February 2025
Convertibles Steer Through 2025 Turbulence Smoothly
Fed dissent signals policy shift ahead
US tariffs: Sector risks and legal challenges ahead?
Valuation tension in resilient credit
How EMEA-based insurers are approaching nature-related investing
Allocation to Europe Equities Increased
Return expectations from the Global Market Portfolio
What’s on the horizon for digital assets?
SDG integration into systematic portfolios
2023 Global Retirement Reality Report: US Snapshot
What Tariffs Mean for the Economy and Markets
One Question Series: Should I Consider Systematic Active Fixed Income?
Separating Fact from Fear in Japanese Investing
MPFL Section 172 Statement
Fixed Income Outlook 2026
How To Invest: A Step by Step Guide
US equities: Euphoria, fragility, and the search for clarity