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High uncertainty doesn’t mean indefinite Fed inaction
Emerging Market Debt: Enhancing a Global Bond Portfolio
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Why the GCC Is Emerging as a Global Private Markets Hotspot
EMD Hard Currency
The One Question Series: You Ask. We Answer.
Emerging Market Debt Commentary: October 2025
Navigating the European Defence Investment Landscape
ECB Cuts Rate and Signals More Easing
UK Election Outlook
Consistency as a compass in emerging market equities
European Aristocrat Strategies
US macro data stronger than expected
The rise of the Core-Satellite approach in fixed income portfolio construction
3 Global High Yield Myths That Just Don’t Hold Up
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
The case for collateralised loan obligations for European investors
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Nature as an asset: the relevance of biodiversity for investors
“Sanaenomics”: A Truss or a Meloni moment?
Policy Action Overshadows February Jobs Report
Trump’s Trade War: What’s the Endgame?
Sustainable Investing: 5 Key Questions Asset Owners Ask
Broadening Out From Trump 2.0
Global Growth Dips Amid Uncertainty
PCE inflation steady but elevated
Digital assets: The next frontier for markets and investors
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Looking for a Signal in the Noise
Monthly Cash Review: January 2026 (USD)
Emerging market debt outlook: The return of ‘Goldilocks’
Macroeconomic Outlook 2026
Fixed Income Outlook 2026
Equity Sector Compass: sectors in focus
The Fed forays into ETFs
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
US Small- and Mid-cap Equities: The De-escalation Trade
Emerging Market Debt Commentary: July 2025
Why have convertible bonds outperformed equities in 2025?
Hawkish Fed supports USD
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
The US Dollar Free Lunch Is Over. What Now? CHF Investors
GCC reforms spark resilient market growth
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Building a Tactical Asset Allocation Overlay With Derivatives
Reevaluating the India Equity Opportunity
We raise our global growth forecast
Returns triple boost powers local emerging market debt outperformance
Tokenization of assets: How it’s reshaping finance and markets
Leveraged Loans at State Street Investment Management
COVID-19 Highlights the Importance of ESG
US labor market softens, Fed rate cut likely in December
Active Quantitative Equity Quarterly
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Saudi Arabia: A Shelter from the Debt Storm?
Brace for a volatile summer
Market Forecasts: Q1 2025
One index offers US exceptionalism, mid-cap potential, and sustainability
2023 Global Retirement Reality Report: Ireland Snapshot
Tariffs Put Global Economy at Risk of Recession
Climate Transition U.S. Corporate Bond Beta Strategy
The Rise in Systematic Credit Investing
Beyond Banks: Financial Stocks and Trump
How is AI reshaping emerging market equity opportunities?
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
The income squeeze: How market concentration is reshaping equity returns
Market Forecasts: Q3 2025
The US Dollar Free Lunch Is Over. What Now? SEK Investors
UK Money Market Reform
Q2 2025 Cash Outlook
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Fed rate cut sparks mixed market moves
Are rate cuts off the table in Australia?
Can Australia Survive A Trade War?
Fed rate cuts spark US housing revival
Sector Compass Q4 Themes and Outlook
Small caps poised for a comeback
Fed dissent signals policy shift ahead
Fed shift hits USD
Six Grey Swans That Could Move Markets in 2025
Uncommon Sense
Allocation to Europe Equities Increased
Why Investors Should Continue to Climb the Wall of Worry
SSGA Canadian Long-Term Asset Class Forecasts
Defensive factor strategies taming the US equities bear
A stronger emerging markets rally will need a new era of reforms
What’s on the horizon for digital assets?
US inflation data supports Fed rate cut outlook
India in 2025: A tale of contrasting risk perception?
Overweight in European Equities
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Global Market Portfolio 2025
Global Equities: Balancing Risks and Opportunities
Smart Beta Compass
Asset Tokenization in Capital Markets
Diversification proves critical in 2025
Prospects for a Turnaround in European Equity Fortunes
Emerging Market Debt Commentary: February 2025
2025 Global Retirement Reality Report: Australia Snapshot
How EMEA-based insurers are approaching nature-related investing
Australian Retirement Survey During a Time of Change
Equity Market Outlook 2026
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Commodities Now an Overweight
Emerging Market Debt Commentary: August 2025
Little to See, Much to Worry About
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Smart Beta Compass
Equities favored as outlook brightens
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Optimizing your emerging markets equity portfolio
Euro, yen gain as dollar weakens
Market Forecasts: Q2 2025
The quiet storm in UK markets
Rethinking the Role of Bonds in Multi-Asset Portfolios
US Sovereign Wealth Fund A Behemoth in the Making?
2025 Credit Research Outlook
Why bitcoin institutional demand is on the rise
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
The US Dollar Free Lunch Is Over. What Now? USD investors
Bond market shifts signal waning US advantage
Thriving through turbulence: European small-caps surge
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
The Case for High Yield
SDG integration into systematic portfolios
Little Relief in Current Data
Webcast Fed Liquidity Programs and ETFs
Momentum Sails On, For Now
Reducing underweight in US Agg
Valuation tension in resilient credit
Building resilience with private CRE
Mega-caps reshape market dynamics
How To Invest: A Step by Step Guide
The evolution and future of fixed income
Market Forecasts: Q4 2025
Global High Yield Update: Q3 2025
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
PriceStats Analysis
Investor Behaviour
UK Headline Inflation Accelerates
Unlocking opportunity in the leveraged loan market
Global Shariah equities: Quality investment for the future
One Question Series: Should I Consider Systematic Active Fixed Income?
Q2 2025 SAFI commentary
Waiting for the small-cap resurgence
Data Keeps Alive Chance of March Fed Cut
Sector Equity Compass
Tariffs, Transshipping, and the Trouble with Vietnam
Mapping the sustainable investing spectrum of capital
Will These Grey Swans Take Flight in 2025?
Emerging Market Debt Commentary: Q4 2024
US tariffs: Sector risks and legal challenges ahead?
Small Caps: More Than Just a Factor Premium
2025 European Wealth Manager Survey
Emerging Market Debt Commentary: November 2025
Constructive outlook on commodities
Forward with focus
Housing Market Faces Tepid Spring
US small-caps: primed for potential upside
Prefer longer-duration bonds
Could ‘70s Era Stagflation Make a Comeback?
From income to outcomes: The evolution and future of fixed income
Impact Investing vs. Sustainable Outcome Investing
Appetite for Risk Wanes
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Equities remain our top preference
Cracks Appear in Bullish US Dollar Story
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Capital Adequacy Disclosures
The Misconception of Value Investing in the Eurozone
2025 Global Retirement Reality Report: Canada Snapshot
What the US government shutdown means for markets and the economy
Next Fed Cut Could Be in July, Not June
Why are Public Pension Funds re-thinking allocations?
Emerging Market Debt Market Commentary: Q2 2025
Emerging Market Debt Outlook: All Roads Lead to the US
Alternatives Outlook 2026
How JGBs outshine G4 peers on term spreads
Global CIO Reaction to US Presidential Election
How Fixed Income Can (Still) Provide an Anchor to Windward
Equity Compass
Tech turns defensive as labor weakens
The Impact of Crisis-Driven Dividend Cuts
Fed on hold, but for how long?
Stewardship Activity Report: Q4 2024
The US Dollar Free Lunch Is Over. What Now? EUR investors
High yield case study: how an index allocation can complement an active manager lineup
An Advanced Perspective on Securities Lending
The evolving GCC IPO market: Trends and investor implications
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
2024 US Retirement Reality Report: US Snapshot
A Better Macro Policy Framework for Europe
Yielding Power: What Militarizing Europe Means for its Bond Markets
Gold’s resilience flags hidden market risks
Q2 2025 Credit Research Outlook
US government layoffs raise labor market risks
Emerging Market Debt Off to a Strong Start
Earnings strength defies uncertainty
Stewardship Report 2024
Trading Best Practices for Volatile Markets
SSGAL Section 172 Statement
Global Retirement Reality Report
Elections
Long-Term Asset Class Forecasts: Q3 2025
Investing in digital assets: Educational resources for investors
ETF Impact Report 2025-2026
Global High Yield Year in Review
Volatility Guardrails for Uncertain Times
More Storms Brewing: Are Tariffs on Europe Next?
The Gulf's capital transformation
Deconstructing equity returns: Insights for a new rate cycle
60/40 strategy regains strength
Six investment trends the summer has revealed
Smart Beta Compass Q4 2025: Investment Outlook
2024 ETF Impact Survey
Inflation Expectations Rocket to Multi-Decade Highs
Deregulation sparks financial sector momentum
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Why the global macro data crisis is everyone’s problem
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
2025 Global Retirement Reality Report: Ireland Snapshot
Monthly Cash Review – EUR
Investing in Uncertain Times
Q4 investment outlook
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
The Rise of Sukuk from Shariah Roots to Global Opportunity
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Credit spreads signal confidence and risk
China’s 2020 National People’s Congress: The Big Policy Pivot
The Case For Enhanced Active Strategies
Emerging Markets Beyond China
What is the Global Market Portfolio?
Convertibles Tough Out Trump Mega Volatility
5 Emerging Market Wildcards for 2025
MPFL Section 172 Statement
Convertibles Steer Through 2025 Turbulence Smoothly
A new agenda for sustainable investing research: A Q&A
DeepSeek’s Game-Changing Implications for the AI Play
A new era of monetary and fiscal policy or back to the future? What investors should know
Charitable Asset Management
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
Bond Sell-Off: Implications for the US and UK Markets
Skilling Up During Disruption
The whole truth behind the Fed’s rate cuts
Diversification in focus: JP Morgan announces changes to EMD benchmarks
The case for US 1-5 year investment grade credit
Investing in real assets with ETFs
India’s trade faces tariff shock
2020 Vision: Focus on Finding Opportunities
What Tariffs Mean for the Economy and Markets
Emerging Market Debt Commentary: April 2025
January CPI Hotter Than Expected
Global High Yield Update – Q1 2025
State Street Global Advisors Rebrands as State Street Investment Management
Get ahead of the Fed: Financials may get a boost from rate cuts
Big Beautiful Bill brings tax clarity
Weak US jobs data likely seals September rate cut
Scope 3 emissions in investment decision-making: An analysis
Volatility positioning: How to hold on for the ride
Espresso
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Fixed income’s year end de-risk supports CLO allocations
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
A New Leadership Era: Institutional Meets Individual
Global equities: earnings rewarding patience
Q4 2025 Credit Research Outlook
2023 Global Retirement Reality Report: US Snapshot
Reversal of Fortune: Tech Equities Lag the Rest
How to Position for Geopolitical Shocks During Trump 2.0
Climate Transition Euro Corporate Bond Beta Strategy
Fed cuts rates again, December move uncertain
Return expectations from the Global Market Portfolio
What does the divergence in US soft and hard data mean?
US small-caps in focus
Emerging Market Debt Commentary: Q1 2025
Powell hints at rate cuts at Jackson Hole
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Tariffs Test S&P 500 Margins
Fixed Income 2025: Return of the Sovereigns
Sector Compass: Performance, Flows, Investor Behaviour
Recalibration Day
2023 Global Retirement Reality Report: UK Snapshot
Don’t Sell the US Dollar Yet
What’s driving S&P 500 valuations now?
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Emerging Market Debt Commentary: January 2025
Temporary Rise in US Inflation Ahead
US Tariffs Break the USD Bull Case
Playback of Client Call: Liquidity Update with Global Trading
US equities: Euphoria, fragility, and the search for clarity
US inflation returns to historical sweet spot
Beyond AI: The broadening of equity market leadership
Sector ETF Momentum Map
Takaichi’s policies fuel Japan’s market rally
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
NOK shows promise, CAD faces pressure
Making Sense of the Current US Treasury Market
The future of crypto: Why smart investors are backing the ecosystem
Emerging Market Debt Commentary: Q3 2025
Improving fixed income portfolio resilience with leveraged loans
What if investors get bored of AI?
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Q1 2025 Cash Outlook
More gleam for gold in the Global Market Portfolio
Can the Bank of Japan Continue to Swim Against the Tide?
An Update on Dividend Aristocrats
Reduce Allocation to European Equities
2025 Global Retirement Reality Report: US Snapshot
An Investment Vision for European Defence
SPDR® ETFs Throughout the COVID-19 Crisis
How AI is reshaping emerging markets equities
Q3 2025 Credit Research Outlook
Should you be worried about Fed independence?
Why Chinese Government Bonds Warrant Attention… and Caution
Long-Term US Dollar Risks Persist
No real joy in the UK Budget
German Election: “Alternative zur Stagnation?”
US exceptionalism: Fading force or enduring edge?
No Letup in Capital Expenditures
Factor Performance and Flows
Real assets insights: Q3 2025
US Employment Report Triggers Rate Cuts Rethink
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Considerations for a long-dated US Treasury exposure
Separating Fact from Fear in Japanese Investing
Tariffs Market Economy
Opportunities and Risks Related to Emerging Technologies
Hawkish Words, Dovish Moves
CAD, NOK poised to outperform
From defensive to dynamic: Utilities enter a new era of growth
GENIUS Act explained: What it means for crypto and digital assets
US rate cut likely despite growing doubts
Global High Yield Update—Q2 2025
Q4 2025 Bond Compass
Understanding Money Market Funds
Quality continues to offer investors an opportunity in US equities
When Wall Street and Main Street Diverge
AI comes for marketing
Growing Tariff Anxiety Overshadows Payrolls Data
Climate Transition Corporate Bond Beta Investing Approach
US government shutdown update: Risks emerge
How to invest in crypto without buying crypto
An enhanced approach to broad Emerging Markets equity exposure
July rate cut unlikely
Mixed Signals, Murky Outlook
GCC countries and India: A new era of economic collaboration
Long-Term Asset Class Forecasts: Q4 2025
US retail sales and confidence weaken
Two-Sided Risks to US Soft Landing
Building portfolio resilience through sustainable technology megatrends
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Germany's Fiscal Shift: Market Implications and Global Ripples
Why every institutional investor should use a TAA implementation
The US Dollar Free Lunch Is Over. What Now? NOK investors
US payrolls data feels like fake resilience
US labor market signals persistent softness
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
The Markets
Why invest in actively managed ETFs?
A strategic foundation: twenty years of real assets
Long-Term Asset Class Forecasts: Q2 2025
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
The changing makeup of the Global Market Portfolio
Evolution of Trading in Emerging Markets
Geopolitical tensions remain elevated
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
BoJ Rate Now at 17-Year High
European equity sectors’ positive vectors
Can Convertibles Defy Markets and Keep Rallying?
2025 Global Retirement Reality Report: UK Snapshot
US inflation mixed, labor data worsens
We Maintain No-Recession Call Despite GDP Data
Why It’s Time for China Equity to Go Solo
Fixed Income 2025: Roadmap
Third Quarter 2019 Forecast
Emerging Market Equities: Climbing the Wall of Worry
One Question Series: How Can Fixed Income Help Manage Uncertainty?
How is the GCC positioned for the global AI race?
US Economy Powers Ahead
Long-Term Asset Class Forecasts: Q1 2025
Why the AI CapEx cycle may have more staying power than you think
Hedging China bond exposures: strategic considerations
Markets hold steady amid global tensions
US inflation supports September rate cut