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