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Is the US Facing a Grand Era of De-Regulation?
Australian Fixed Income Update – February 2024
Canada Snapshot
Trade Wars – Spreading Across Asia
US Unemployment Rate Bottoming Out Gently but Surely
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Wage Disinflation Key to Preserving US Soft Landing Path
The Opportunity For Global Small Caps
Inflation Relief Boosts Rate Cut Expectations
Stewardship Activity Report: Q1 2024
Macro Resilience Continues to Support Markets
Third Quarter 2019 Forecast
Long-Term Asset Class Forecasts: Q2 2024
High Rates Bring Mortgage Applications to a Standstill
Lessons from Summer Returns
Fixed Income ESG : Combining Performance & Responsible Investing
Is This The Start of The Great Rotation?
US Consumers Inflation Expectations Normalize
Why We’re Going Positive on Semiconductor Manufacturers in Emerging Markets
Has low volatility become risky
The Power of Less Downside: The 80:60 Case Study
Yen: Opportunistic, but Limited Intervention
US Consumers Are Highly Attuned to Declining Job Openings
Softening US Data Warrants Cautious Fed Approach
Understanding the Complexities of Scope 3 Carbon Emissions Data
US Existing Home Sales Now Below Covid Lows
Early Take on the Australian Reporting Season
Equities Update – June 2024
The Floating, The Fixed and The Resilient
India Elections: Mind the Policy Gap
Early Take on the Global Reporting Season
Positioning The Pieces: GMO Implementation Guide
Putting Companies in the Driver’s Seat to Enhance ESG Reporting
Emerging Opportunities
Expect Bank of England to Cut in August
Pessimistic US Consumers May Have A Point, After All
War (What is it good for)
Long-Term Asset Class Forecasts: Q4 2023
A Turn to Japan
Gold for an AUD-base Portfolio
US Economy Is Slowing
Gold For Australian Investors: A Portfolio Diversifier With Staying Power
US Continuing Unemployment Claims Near Cycle Highs
Stewardship Activity Report: Q2 2023
The Opportunity For Global Small Caps – Part II
China’s 2020 National People’s Congress: The Big Policy Pivot
Quarterly Edition: Gentle Step Down in Global Growth
Positioning the Pieces
Is the End Well-Nigh for Quantitative Tightening?
Is Cash King In Uncertain Times?
The Board's Oversight of Racial and Ethnic Diversity, Equity and Inclusion
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Equities Update – March 2024
Equities and the Path Forward
Asset Stewardship Report
US Unit Labor Cost Growth Is Normalizing
Stewardship Activity Report: Q4 2023
Fed Balance Sheet And Financial System Liquidity Measures
AQE Commentary: Volatility Among Historically Divergent Sectors in Now Converging
The Problem With Too Long of a Fed Delay?
The Performance of US Equities in Election Years Over the Last Century
Macroeconomic and Geopolitical Outlook 2024
Tipping Point: Is The RBA On Track For A Rate Hike?
Australian Retirement Survey During a Time of Change
US Consumer Credit Dynamics Send Cautionary Signals
How Challenged are the US and Canadian Housing Sectors?
Robust Growth in UK Services Activity
Building Better Equity Portfolios for Investors
Bitcoin: The New Gold?
Surprise, Surprise – The Global Economy Forges Ahead
Adding Alpha to Minimum-Volatility Equity Strategies
US Real GDP Growth Below Expectations
Another Robust Quarter for US Household Consumption
US Small Businesses Scale Back Hiring, Compensation Plans
US Housing Sector Soft Patch Broadens
Japanese Services Sector Displays Delayed Revival
Reporting Season Trends - Australian & Global
Banks Will Act More as a Cushion Than A Cause in the Next Cycle
Bank of England Considers Rate Cut in Coming Quarters
January a Bump on, Not the End of US Disinflation Journey
Diverging Price Trends in New and Existing US Home Markets
Gold Insights
MIFID II Best Execution Reporting - 2020
SSGAL Section 172 Statement
Podcast: The Defensive Dilemma: How Investors Can Balance Equity Market Upside & Downside Participation
Moderation in US Wage Inflation Is Key Labor Market Trend
Will These Grey Swans Take Flight in 2024?
Peeling Back the Onion: Understanding What Goes into an ESG Rating
Emerging Markets Beyond China
Long-Term Asset Class Forecasts: Q3 2023
Bond Yields Climb, Equities Fall, and Value Shines
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
US Unemployment Measures Are Gently Bottoming Out
Webinar: The Case for an 80/60 Strategy as Recession Risks Rise
EMD Hard Currency
SSGA Canadian Long-Term Asset Class Forecasts
US Growth Resilience With Disinflation = Soft Landing?
Next-Generation ESG Research for Better Alpha
US Elections: Global Spillover Effects
Systematic Equity — Active: Alpha Innovation and Advanced Technology
Odds of RBA Rate Hike Increase
Alpha Insights: Positioning for Peaking Yields
Looking Back and Forward
Equity Outlook 2024
2024 Midyear Global Market Outlook
Can the Soft Landing Survive the Fed?
Global Forecasts Are Little Changed
The Future State of Fixed Income
Jumping Through Hoops: BoJ’s Path to Normalization
Is Value Investing Really Just an Interest Rate Bet?
Gains in US Services Employment Near Pre-Covid Norms
2024 US Presidential Election Preview
Webinar: Banks will act more as a cushion than a cause in the next cycle
Light at the end of the tunnel…but not yet
Mega Caps and Momentum
The French Election and the Markets
How to Position for Geopolitical Shocks in 2024
Climate Scenarios: An Introduction
SSGAL Pillar 3 Disclosure Statement
Quarterly Edition US Resilience Aside Global Growth Is Slowing
SSGAL Pillar 3 Disclosure Statement 2019
A Time for Sentiment
Quantifying Supply Chain ESG Risks: A Flexible Framework
Australian Fixed Income Update – March 2024
Six Grey Swans That Could Move Markets in 2024
Stewardship Activity Report: Q3 2023
Emerging Markets Outlook 2024
Elections and Equities: The Impact of the US Election on Sector Investing
A Better Macro Policy Framework for Europe
Investment Implications of BOJ’s Great Normalization
US Government Shutdown Is Not Just Theater
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Market Forecasts: Q1 2024
Gold 2024 Midyear Outlook: Three Drivers at the Helm for Gold
Expectations of Near-Term Multiple Rate Cuts Are Premature, Data Suggests
Equities Update – February 2024
Fixed Income Outlook 2024
Inflation Report Surprises Fade Rate Cut Prospects
Reinventing Shareholder Activism: Stewardship
Non-defense Aircraft Weigh on US Durable Goods Orders
India: Where the Fireworks Come From
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Moderating Shelter Inflation to Drive US Core Disinflation
Index Funds Must Be Activists to Serve Investors
Fed Cuts Delayed by Robust Labor Market Data
Big Swings in US Non-Manufacturing ISM Employment
The US Housing Recession Is Over
April CPI Data Brings Relief
Making It Plain: Our Asset Stewardship Approach
Latest Data Suggests Need for Urgency
ESG Data Governance and Oversight in Asset Management: A Primer
Australian Fixed Income Update – June 2024
Takeaways from the Taiwan Election
China: Property Sector Troubled, Clouding Recovery
More Cash Sales, Longer Sale Cycle for US Existing Homes
Trade Concerns Create Opportunities in European Equities
Central Bank Ambiguity Holds Firm
Floating Strong to Finish in 2023
Europe in the Spotlight
European Parliament Elections Matter in the Medium Term
Shining a Light on Small Caps
Climate Scenarios: Unpacking the 1.5°C Pathways
2024 US Election – Big or Small Macro Policy Shift Coming?
Systematic Active Monthly April 2024
Key Takeaways from the Fed Meeting
Team Top 5 Beach Reads
Elections
Small Firms Participate in and Aid US Disinflation Process
Transparency in Pay Evaluation: Adoption of Abstain as a Vote Option on Management Compensation Resolutions
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The Case for a Relook at Europe
US Import Prices From China Falling at Fastest Pace in Years
Floating Flies Again in Q3 2023
US Inflation Target Not in Hand, but in Sight
Worsening US Labor Differential Flashes Warning Sign
Closing the Retirement Savings Coverage Gap
MIFID II Best Execution Reporting - 2019
MIFID II Best Execution Reporting - 2018
Find the Right Gold for Your Portfolio
Into the Mainstream1
China’s Growth Trajectory Bears Close Watching
Supply Chains Before and After the Pandemic
A Close Look at Concentration Risk
Inflation Continues to Dominate Market Action
Where We See Opportunity In Emerging-Market It Stocks
Webinars
Sector Earnings Decline Reinforces The Need For A Benchmark Unaware Approach
Long-Term Asset Class Forecasts: Q1 2024
Confession season stems equity rally
FX Forward: Currency Market Outlook: Q4 2018
Asset Stewardship Report 2018
Balancing Act – The Defensive Trade Off in a Challenging Fixed Income Market
Gold Nuggets: Records Are Made to Be Broken
The Role of Cash
Good Things Don’t Always Come To Those Who Wait