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Making Sense of the Current US Treasury Market
Inflation Expectations Rocket to Multi-Decade Highs
Q2 2025 SAFI commentary
US inflation mixed, labor data worsens
Global High Yield Update: Q3 2025
A new era of monetary and fiscal policy or back to the future? What investors should know
US rate cut likely despite growing doubts
Monthly Cash Review – GBP
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Equity Market Outlook 2026
An Update on Dividend Aristocrats
US tariffs: Sector risks and legal challenges ahead?
Fixed income’s year end de-risk supports CLO allocations
Constructive outlook on commodities
US Economy Powers Ahead
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
2025 European Wealth Manager Survey
Digital assets: The next frontier for markets and investors
US government shutdown update: Risks emerge
Why It’s Time for China Equity to Go Solo
What’s driving S&P 500 valuations now?
The evolving GCC IPO market: Trends and investor implications
SPDR® ETFs Throughout the COVID-19 Crisis
Building portfolio resilience through sustainable technology megatrends
Should you be worried about Fed independence?
High yield case study: how an index allocation can complement an active manager lineup
Identifying Sustainable Outcome Investments
More Storms Brewing: Are Tariffs on Europe Next?
Optimizing your emerging markets equity portfolio
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Sustainable Investing: 5 Key Questions Asset Owners Ask
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Why are Public Pension Funds re-thinking allocations?
Sustainability in LDI
Global High Yield – 2025 in Review and 2026 Outlook
Capital Adequacy Disclosures
US government layoffs raise labor market risks
The US Dollar Free Lunch Is Over. What Now? GBP Investors
US inflation data supports Fed rate cut outlook
GCC reforms spark resilient market growth
SSGA Canadian Long-Term Asset Class Forecasts
Policy Action Overshadows February Jobs Report
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Q3 2025 Credit Research Outlook
Why have convertible bonds outperformed equities in 2025?
Why the AI CapEx cycle may have more staying power than you think
Climate Transition Corporate Bond Beta Investing Approach
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Yielding Power: What Militarizing Europe Means for its Bond Markets
Are Foreign Investors Really “Dumping” US Treasury Bonds?
SSGAL Section 172 Statement
Investing in digital assets: Educational resources for investors
We raise our global growth forecast
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Emerging Market Debt Commentary: February 2025
EMD Hard Currency
Allocation to Europe Equities Increased
What if investors get bored of AI?
How AI is transforming investment management: State Street’s strategic approach
Volatility Guardrails for Uncertain Times
Emerging Market Debt: Enhancing a Global Bond Portfolio
Emerging Market Equities: Climbing the Wall of Worry
GENIUS Act explained: What it means for crypto and digital assets
Trump’s Trade War: What’s the Endgame?
Little to See, Much to Worry About
Grey Swans 2026
Long-Term Asset Class Forecasts: Q2 2025
Monthly Cash Review – EUR
Get ahead of the Fed: Financials may get a boost from rate cuts
Espresso
UK Headline Inflation Accelerates
A stronger emerging markets rally will need a new era of reforms
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Featured Insights
Navigating the European Defence Investment Landscape
Why bitcoin institutional demand is on the rise
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Market Forecasts: Q1 2026
Deregulation sparks financial sector momentum
Why the GCC Is Emerging as a Global Private Markets Hotspot
UK Money Market Reform
Mapping the sustainable investing spectrum of capital
What’s on the horizon for digital assets?
Q1 bond market outlook for ETF investors
One Question Series: Should I Consider Systematic Active Fixed Income?
Emerging Market Debt Commentary: November 2025
5 Emerging Market Wildcards for 2025
Mega-caps reshape market dynamics
NOK shows promise, CAD faces pressure
Global High Yield Update—Q2 2025
Global Equities: Balancing Risks and Opportunities
Thriving through turbulence: European small-caps surge
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Supreme court IEEPA tariff decision could raise market risk
Saudi Arabia: A Shelter from the Debt Storm?
From income to outcomes: The evolution and future of fixed income
US exceptionalism: Fading force or enduring edge?
Appetite for Risk Wanes
The future of crypto: Why smart investors are backing the ecosystem
Quality continues to offer investors an opportunity in US equities
Six Grey Swans that could move markets in 2026
Emerging Markets Beyond China
60/40 strategy regains strength
Q2 2025 Credit Research Outlook
SDG integration into systematic portfolios
Fed shift hits USD
Beyond AI: The broadening of equity market leadership
What Tariffs Mean for the Economy and Markets
Fed holds steady amid rising labor concerns
Emerging Market Debt Commentary: January 2025
2025 Global Retirement Reality Report: US Snapshot
How to invest in crypto without buying crypto
The Markets
Tariffs Test S&P 500 Margins
Germany's Fiscal Shift: Market Implications and Global Ripples
The case for US 1-5 year investment grade credit
Building a Tactical Asset Allocation Overlay With Derivatives
Asset Tokenization in Capital Markets
Brace for a volatile summer
Japan: Weighing the equity landscape
Q1 Bond Outlook: Investor flows and inflation
Q2 2025 Cash Outlook
Sustainability Data Governance and Oversight in Asset Management
Geopolitical tensions remain elevated
What the US government shutdown means for markets and the economy
Climate Transition Euro Corporate Bond Beta Strategy
Powell hints at rate cuts at Jackson Hole
ETF Impact Report 2025-2026
Volatility positioning: How to hold on for the ride
Investing in real assets with ETFs
Deconstructing equity returns: Insights for a new rate cycle
Unlocking opportunity in the leveraged loan market
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?
Reversal of Fortune: Tech Equities Lag the Rest
How to Position for Geopolitical Shocks During Trump 2.0
Forward with focus
An Advanced Perspective on Securities Lending
How is AI reshaping emerging market equity opportunities?
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Emerging Market Debt Outlook: All Roads Lead to the US
COVID-19 Highlights the Importance of ESG
Markets hold steady amid global tensions
The US Dollar Free Lunch Is Over. What Now? CHF Investors
The case for active dividends
Defensive factor strategies taming the US equities bear
An Investment Vision for European Defence
US mid caps: A comeback for the quiet outperformer?
The income squeeze: How market concentration is reshaping equity returns
US Sovereign Wealth Fund A Behemoth in the Making?
AI comes for marketing
Can Convertibles Defy Markets and Keep Rallying?
The Rise of Sukuk from Shariah Roots to Global Opportunity
Emerging Market Debt Commentary: Q3 2025
What to Know About the Dutch Pension Reform
The evolution and future of fixed income
The US Dollar Free Lunch Is Over. What Now? NOK investors
Why the global macro data crisis is everyone’s problem
The One Question Series: You Ask. We Answer.
US macro data stronger than expected
GCC countries and India: A new era of economic collaboration
How Fixed Income Can (Still) Provide an Anchor to Windward
Reevaluating the India Equity Opportunity
Global High Yield Year in Review
Active Quantitative Equity Quarterly
Diversification in focus: JP Morgan announces changes to EMD benchmarks
US small-caps: primed for potential upside
Emerging Market Debt Commentary: January 2026
Market Forecasts: Q4 2025
More gleam for gold in the Global Market Portfolio
What is the Global Market Portfolio?
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
Gold takes center stage
Impact Investing vs. Sustainable Outcome Investing
Return expectations from the Global Market Portfolio
How EMEA-based insurers are approaching nature-related investing
Third Quarter 2019 Forecast
2025 markets rally through turbulence
Fed on hold, but for how long?
Fixed Income Outlook 2026
Japan’s “Truss Shock": A market scare, but not a systemic crisis
MPFL Section 172 Statement
The changing makeup of the Global Market Portfolio
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
2026 Credit Research Outlook
“Sanaenomics”: A Truss or a Meloni moment?
The case for collateralised loan obligations for European investors
US inflation returns to historical sweet spot
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Understanding Money Market Funds
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Tariffs Put Global Economy at Risk of Recession
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Credit spreads signal confidence and risk
Mixed Signals, Murky Outlook
Emerging Market Debt Commentary: April 2025
State Street Global Advisors Rebrands as State Street Investment Management
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
From defensive to dynamic: Utilities enter a new era of growth
US consumer buffer continues to thin
2020 Vision: Focus on Finding Opportunities
Emerging Market Debt Commentary: August 2025
Prefer longer-duration bonds
Fixed Income 2025: Roadmap
US labor market signals persistent softness
Closing time: How passive investing is reshaping equity market microstructure
Housing Market Faces Tepid Spring
Three reasons to implement a sector strategy
Mixed data does not preclude rate cuts
Trim equities, add duration
US payrolls data feels like fake resilience
Broadening Out From Trump 2.0
How To Invest: A Step by Step Guide
An enhanced approach to broad Emerging Markets equity exposure
ECB Cuts Rate and Signals More Easing
Playback of Client Call: Liquidity Update with Global Trading
Cracks Appear in Bullish US Dollar Story
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Are rate cuts off the table in Australia?
US small-caps in focus
How AI is reshaping emerging markets equities
2025 Global Retirement Reality Report: UK Snapshot
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Next Fed Cut Could Be in July, Not June
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
How is the GCC positioned for the global AI race?
Big Beautiful Bill brings tax clarity
Fed rate cut sparks mixed market moves
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Six investment trends the summer has revealed
Skilling Up During Disruption
The whole truth behind the Fed’s rate cuts
Equities favored as outlook brightens
Fed dissent signals policy shift ahead
Bond market shifts signal waning US advantage
Little Relief in Current Data
How to value bitcoin: Valuation frameworks for investors
Emerging Market Equities Outlook Q1 2026
Tariffs Market Economy
No Letup in Capital Expenditures
Improving fixed income portfolio resilience with leveraged loans
Recalibration Day
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Consistency as a compass in emerging market equities
Global CIO Reaction to US Presidential Election
Market Forecasts: Q3 2025
2025 Global Retirement Reality Report: Australia Snapshot
US equities: Euphoria, fragility, and the search for clarity
Long-Term Asset Class Forecasts: Q4 2025
Scope 3 emissions in investment decision-making: An analysis
US labor soft, but no acute stress
Bitcoin volatility and liquidity: Key trends for investors
Reduce Allocation to European Equities
Global Market Portfolio 2025
We Maintain No-Recession Call Despite GDP Data
Opportunities and Risks Related to Emerging Technologies
The US Dollar Free Lunch Is Over. What Now? USD investors
A New Leadership Era: Institutional Meets Individual
US retail sales and confidence weaken
Democratizing Private Markets: Strategic Insights and the Path Forward
The Impact of Crisis-Driven Dividend Cuts
PCE inflation steady but elevated
Equities remain our top preference
Long-Term US Dollar Risks Persist
Fixed Income 2025: Return of the Sovereigns
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Convertibles Tough Out Trump Mega Volatility
Charitable Asset Management
The Gulf's capital transformation
Fed rate cuts spark US housing revival
Hawkish Words, Dovish Moves
Labor market softness deepens
The renewed case for currency hedging fixed income exposures
Emerging market debt outlook: The return of ‘Goldilocks’
How JGBs outshine G4 peers on term spreads
Global Growth Dips Amid Uncertainty
The Misconception of Value Investing in the Eurozone
Emerging Market Debt Commentary: October 2025
The Top 5 Themes for the US Market in 2026
Emerging Market Debt Off to a Strong Start
The US Dollar Free Lunch Is Over. What Now? EUR investors
Fed set for January hold
Q4 2025 Credit Research Outlook
Stewardship Activity Report: Q4 2024
European Aristocrat Strategies
2024 US Retirement Reality Report: US Snapshot
How gold hedges policy uncertainty when Fed leadership changes
Looking for a Signal in the Noise
Earnings strength defies uncertainty
Growing Tariff Anxiety Overshadows Payrolls Data
Long-Term Asset Class Forecasts: Q1 2026
UK Election Outlook
Stewardship Report 2024
Uncommon Sense
Nature as an asset: the relevance of biodiversity for investors
US labor market softens, Fed rate cut likely in December
Waiting for the small-cap resurgence
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
2025 Global Retirement Reality Report: Canada Snapshot
Emerging Market Debt Commentary: Q1 2025
Markets still view Fed independence as intact—here’s why
The Fed forays into ETFs
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
3 Global High Yield Myths That Just Don’t Hold Up
Real assets insights: Q4 2025
Emerging market debt outlook: Enduring strength
Tariffs, Transshipping, and the Trouble with Vietnam
Monthly Cash Review: February 2026 (USD)
European equity sectors’ positive vectors
The Case For Enhanced Active Strategies
January CPI Hotter Than Expected
Temporary Rise in US Inflation Ahead
The rise of the Core-Satellite approach in fixed income portfolio construction
Long-Term Asset Class Forecasts: Q3 2025
German Election: “Alternative zur Stagnation?”
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
US Tariffs Break the USD Bull Case
When Wall Street and Main Street Diverge
India’s trade faces tariff shock
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Could ‘70s Era Stagflation Make a Comeback?
Overweight in European Equities
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
One index offers US exceptionalism, mid-cap potential, and sustainability
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Investing in the intelligence economy: AI opportunities across global sectors
Emerging Market Debt Commentary: July 2025
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Alternatives Outlook 2026
Beyond Banks: Financial Stocks and Trump
Quality’s role amid equity market uncertainty
Separating Fact from Fear in Japanese Investing
Weak US jobs data likely seals September rate cut
2024 ETF Impact Survey
Considerations for a long-dated US Treasury exposure
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Emerging Market Debt Market Commentary: Q2 2025
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Fundamentals favor the US
Elections
No real joy in the UK Budget
2025 Global Retirement Reality Report: Ireland Snapshot
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Emerging Market Debt Commentary: Q4 2025
Webcast Fed Liquidity Programs and ETFs
Equity Compass
Small Caps: More Than Just a Factor Premium
Tokenization of assets: How it’s reshaping finance and markets
Euro, yen gain as dollar weakens
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Why every institutional investor should use a TAA implementation
Hawkish Fed supports USD
Two-Sided Risks to US Soft Landing
Why Investors Should Continue to Climb the Wall of Worry
India in 2025: A tale of contrasting risk perception?
Momentum Sails On, For Now
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
How to invest in AI
The Case for High Yield
Hedging China bond exposures: strategic considerations
Why invest in actively managed ETFs?
Global equities: earnings rewarding patience
Can Australia Survive A Trade War?
Convertibles Steer Through 2025 Turbulence Smoothly
A new agenda for sustainable investing research: A Q&A
Reducing underweight in US Agg
High uncertainty doesn’t mean indefinite Fed inaction
Global Shariah equities: Quality investment for the future
A Better Macro Policy Framework for Europe
Building resilience with private CRE
Macroeconomic Outlook 2026
The Rise in Systematic Credit Investing
Market Forecasts: Q2 2025
CAD, NOK poised to outperform
July rate cut unlikely
Leveraged Loans at State Street Investment Management
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Investing in Uncertain Times
Why Chinese Government Bonds Warrant Attention… and Caution
Diversification proves critical in 2025
US inflation supports September rate cut
USD rebounds to neutral
Sector ETF Momentum Map
US Small- and Mid-cap Equities: The De-escalation Trade
Global Retirement Reality Report
Takaichi’s policies fuel Japan’s market rally
Small caps poised for a comeback
History rhymes again
Returns triple boost powers local emerging market debt outperformance
China’s 2020 National People’s Congress: The Big Policy Pivot
Trading Best Practices for Volatile Markets
A strategic foundation: twenty years of real assets
Fed cuts rates again, December move uncertain
Global High Yield Update – Q1 2025
Climate Transition U.S. Corporate Bond Beta Strategy