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