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Looking for a Signal in the Noise
US tariffs: Sector risks and legal challenges ahead?
Capital Adequacy Disclosures
Fixed Income 2025: Roadmap
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Global Growth Dips Amid Uncertainty
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Climate Transition Corporate Bond Beta Investing Approach
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
What’s driving S&P 500 valuations now?
US small-caps: primed for potential upside
Long-Term Asset Class Forecasts: Q4 2025
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
CAD, NOK poised to outperform
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Market Forecasts: Q2 2025
The Top 5 Themes for the US Market in 2026
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Why were funds so short
Long-Term US Dollar Risks Persist
Overweight in European Equities
Playback of Client Call: Liquidity Update with Global Trading
Asset Tokenization in Capital Markets
Making Sense of the Current US Treasury Market
No Letup in Capital Expenditures
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Convertibles Tough Out Trump Mega Volatility
GCC countries and India: A new era of economic collaboration
US labor market softens, Fed rate cut likely in December
Understanding Money Market Funds
Return expectations from the Global Market Portfolio
The US Dollar Free Lunch Is Over. What Now? EUR investors
US inflation mixed, labor data worsens
Are Foreign Investors Really “Dumping” US Treasury Bonds?
An enhanced approach to broad Emerging Markets equity exposure
Long-Term Asset Class Forecasts: Q2 2025
Constructive outlook on commodities
Global Equities: Balancing Risks and Opportunities
An Investment Vision for European Defence
Emerging Market Debt Commentary: July 2025
How EMEA-based insurers are approaching nature-related investing
Scope 3 emissions in investment decision-making: An analysis
Earnings strength defies uncertainty
SSGAL Section 172 Statement
GCC reforms spark resilient market growth
Global High Yield Year in Review
Credit spreads signal confidence and risk
US inflation returns to historical sweet spot
Brace for a volatile summer
Emerging Market Debt Commentary: October 2025
Why every institutional investor should use a TAA implementation
Nature as an asset: the relevance of biodiversity for investors
Q2 2025 SAFI commentary
High uncertainty doesn’t mean indefinite Fed inaction
Fundamentals favor the US
Global High Yield Update: Q3 2025
Why Investors Should Continue to Climb the Wall of Worry
Monthly Cash Review – EUR
Third Quarter 2019 Forecast
The evolution and future of fixed income
Saudi Arabia: A Shelter from the Debt Storm?
Tariffs Test S&P 500 Margins
Temporary Rise in US Inflation Ahead
From income to outcomes: The evolution and future of fixed income
Long-Term Asset Class Forecasts: Q3 2025
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The US Dollar Free Lunch Is Over. What Now? USD investors
US equities: Euphoria, fragility, and the search for clarity
The Rise in Systematic Credit Investing
Why have convertible bonds outperformed equities in 2025?
Reducing underweight in US Agg
Convertibles Steer Through 2025 Turbulence Smoothly
Why bitcoin institutional demand is on the rise
Defensive factor strategies taming the US equities bear
Market Forecasts: Q1 2026
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Long-Term Asset Class Forecasts: Q1 2026
Global Market Portfolio 2025
Deconstructing equity returns: Insights for a new rate cycle
US government shutdown update: Risks emerge
Emerging Market Debt: Enhancing a Global Bond Portfolio
Appetite for Risk Wanes
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Prefer longer-duration bonds
Forward with focus
Trump’s Trade War: What’s the Endgame?
Uncommon Sense
Investing in digital assets: Educational resources for investors
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
A new era of monetary and fiscal policy or back to the future? What investors should know
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Global High Yield Update – Q1 2025
US labor market signals persistent softness
What Tariffs Mean for the Economy and Markets
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Euro, yen gain as dollar weakens
Identifying Sustainable Outcome Investments
Leveraged Loans at State Street Investment Management
Separating Fact from Fear in Japanese Investing
How To Invest: A Step by Step Guide
Why invest in actively managed ETFs?
There is Still Time to Move to Prime
More gleam for gold in the Global Market Portfolio
US inflation data supports Fed rate cut outlook
Growing Tariff Anxiety Overshadows Payrolls Data
US macro data stronger than expected
What the US government shutdown means for markets and the economy
No real joy in the UK Budget
AI comes for marketing
Thriving through turbulence: European small-caps surge
Democratizing Private Markets: Strategic Insights and the Path Forward
2025 Global Retirement Reality Report: Canada Snapshot
Charitable Asset Management
3 Global High Yield Myths That Just Don’t Hold Up
Fixed Income 2025: Return of the Sovereigns
The income squeeze: How market concentration is reshaping equity returns
Unlocking opportunity in the leveraged loan market
Diversification proves critical in 2025
Q4 2025 Credit Research Outlook
Emerging Market Debt Market Commentary: Q2 2025
Next Fed Cut Could Be in July, Not June
Quality’s role amid equity market uncertainty
Bond market shifts signal waning US advantage
Considerations for a long-dated US Treasury exposure
China’s 2020 National People’s Congress: The Big Policy Pivot
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Stewardship Report 2024
How AI is reshaping emerging markets equities
Closing time: How passive investing is reshaping equity market microstructure
Digital assets: The next frontier for markets and investors
2025 European Wealth Manager Survey
How is the GCC positioned for the global AI race?
Hawkish Words, Dovish Moves
Reversal of Fortune: Tech Equities Lag the Rest
Why Chinese Government Bonds Warrant Attention… and Caution
Mapping the sustainable investing spectrum of capital
The Case For Enhanced Active Strategies
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Q2 2025 Credit Research Outlook
2025 markets rally through turbulence
Housing Market Faces Tepid Spring
Mixed Signals, Murky Outlook
Allocation to Europe Equities Increased
Waiting for the small-cap resurgence
Building resilience with private CRE
How to Position for Geopolitical Shocks During Trump 2.0
ECB Cuts Rate and Signals More Easing
US government layoffs raise labor market risks
Investing in Uncertain Times
Featured Cash Insights
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Equities favored as outlook brightens
Beyond AI: The broadening of equity market leadership
UK Money Market Reform
What’s on the horizon for digital assets?
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
EMD Hard Currency
A New Leadership Era: Institutional Meets Individual
How Fixed Income Can (Still) Provide an Anchor to Windward
Big Beautiful Bill brings tax clarity
UK Headline Inflation Accelerates
An Advanced Perspective on Securities Lending
Fed set for January hold
US inflation supports September rate cut
Tariff Risk Looms Large
Yielding Power: What Militarizing Europe Means for its Bond Markets
The US Dollar Free Lunch Is Over. What Now? NOK investors
Why the global macro data crisis is everyone’s problem
Navigating the European Defence Investment Landscape
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Consistency as a compass in emerging market equities
2025 Global Retirement Reality Report: US Snapshot
Improving fixed income portfolio resilience with leveraged loans
Cracks Appear in Bullish US Dollar Story
SDG integration into systematic portfolios
Policy Action Overshadows February Jobs Report
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Emerging Market Debt Commentary: Q4 2025
Volatility positioning: How to hold on for the ride
What does the divergence in US soft and hard data mean?
Emerging Market Debt Commentary: January 2025
More Storms Brewing: Are Tariffs on Europe Next?
Little Relief in Current Data
The case for collateralised loan obligations for European investors
Fed rate cut sparks mixed market moves
Active Quantitative Equity Quarterly
Hawkish Fed supports USD
The Role of Bank Regulations in Repo Market Disfunction
US payrolls data feels like fake resilience
The changing makeup of the Global Market Portfolio
2025 Global Retirement Reality Report: Ireland Snapshot
A new agenda for sustainable investing research: A Q&A
2024 US Retirement Reality Report: US Snapshot
Market Forecasts: Q4 2025
Why the GCC Is Emerging as a Global Private Markets Hotspot
Markets hold steady amid global tensions
US consumer buffer continues to thin
Emerging Market Debt Commentary: August 2025
The US Dollar Free Lunch Is Over. What Now? GBP Investors
US retail sales and confidence weaken
Fed on hold, but for how long?
One Question Series: Should I Consider Systematic Active Fixed Income?
Reevaluating the India Equity Opportunity
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
July rate cut unlikely
Stewardship Activity Report: Q4 2024
How to invest in AI
Fed dissent signals policy shift ahead
Tokenization of assets: How it’s reshaping finance and markets
Fixed Income Outlook 2026
Small Caps: More Than Just a Factor Premium
Equities remain our top preference
The Markets
5 Emerging Market Wildcards for 2025
Are rate cuts off the table in Australia?
Inflation Expectations Rocket to Multi-Decade Highs
Emerging Market Equities: Climbing the Wall of Worry
India’s trade faces tariff shock
Q1 Bond Outlook: Investor flows and inflation
2024 ETF Impact Survey
SSGA Canadian Long-Term Asset Class Forecasts
Momentum Sails On, For Now
State Street Global Advisors Rebrands as State Street Investment Management
How JGBs outshine G4 peers on term spreads
Monthly Cash Review: January 2026 (USD)
German Election: “Alternative zur Stagnation?”
The Misconception of Value Investing in the Eurozone
Emerging Market Debt Commentary: February 2025
Fed rate cuts spark US housing revival
Volatility Guardrails for Uncertain Times
USD rebounds to neutral
NOK shows promise, CAD faces pressure
Emerging Market Debt Commentary: April 2025
Tariffs, Transshipping, and the Trouble with Vietnam
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Sustainable Investing: 5 Key Questions Asset Owners Ask
Could ‘70s Era Stagflation Make a Comeback?
The rise of the Core-Satellite approach in fixed income portfolio construction
US rate cut likely despite growing doubts
Climate Transition Euro Corporate Bond Beta Strategy
2025 Global Retirement Reality Report: Australia Snapshot
What if investors get bored of AI?
Global High Yield Update—Q2 2025
Why are Public Pension Funds re-thinking allocations?
Skilling Up During Disruption
Markets still view Fed independence as intact—here’s why
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Geopolitical tensions remain elevated
The whole truth behind the Fed’s rate cuts
Deregulation sparks financial sector momentum
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Impact Investing vs. Sustainable Outcome Investing
Why the AI CapEx cycle may have more staying power than you think
Should you be worried about Fed independence?
Six Grey Swans that could move markets in 2026
The Gulf's capital transformation
Q2 2025 Cash Outlook
Comfortably Bullish: Momentum heading into 2026, but balanced positioning is warranted
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Emerging Market Debt Commentary: November 2025
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
What is the Global Market Portfolio?
Emerging market debt outlook: Enduring strength
Powell hints at rate cuts at Jackson Hole
Fed shift hits USD
Emerging Market Debt Commentary: Q3 2025
Why It’s Time for China Equity to Go Solo
One Question Series: How Can Fixed Income Help Manage Uncertainty?
US Sovereign Wealth Fund A Behemoth in the Making?
Building a Tactical Asset Allocation Overlay With Derivatives
US exceptionalism: Fading force or enduring edge?
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Two-Sided Risks to US Soft Landing
The future of crypto: Why smart investors are backing the ecosystem
Q1 bond market outlook for ETF investors
Emerging Market Debt Outlook: All Roads Lead to the US
A strategic foundation: twenty years of real assets
US Tariffs Break the USD Bull Case
The US Dollar Free Lunch Is Over. What Now? SEK Investors
From defensive to dynamic: Utilities enter a new era of growth
Germany's Fiscal Shift: Market Implications and Global Ripples
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Hedging China bond exposures: strategic considerations
Global Shariah equities: Quality investment for the future
Can Australia Survive A Trade War?
Reduce Allocation to European Equities
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
60/40 strategy regains strength
US small-caps in focus
Recalibration Day
A Better Macro Policy Framework for Europe
The quiet storm in UK markets
Tariffs Put Global Economy at Risk of Recession
Climate Transition U.S. Corporate Bond Beta Strategy
We Maintain No-Recession Call Despite GDP Data
January CPI Hotter Than Expected
Returns triple boost powers local emerging market debt outperformance
We raise our global growth forecast
The Rise of Sukuk from Shariah Roots to Global Opportunity
Weak US jobs data likely seals September rate cut
Optimizing your emerging markets equity portfolio
A stronger emerging markets rally will need a new era of reforms
High yield case study: how an index allocation can complement an active manager lineup
Quality continues to offer investors an opportunity in US equities
US labor soft, but no acute stress
Six investment trends the summer has revealed
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
The One Question Series: You Ask. We Answer.
Investing in real assets with ETFs
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
European Aristocrat Strategies
Emerging Market Debt Commentary: Q1 2025
Elections
MPFL Section 172 Statement
Macroeconomic Outlook 2026
How AI is transforming investment management: State Street’s strategic approach
Global Retirement Reality Report
GENIUS Act explained: What it means for crypto and digital assets
2025 Global Retirement Reality Report: UK Snapshot
2026 Credit Research Outlook
“Sanaenomics”: A Truss or a Meloni moment?
Little to See, Much to Worry About
How is AI reshaping emerging market equity opportunities?
PCE inflation steady but elevated
Get ahead of the Fed: Financials may get a boost from rate cuts
India in 2025: A tale of contrasting risk perception?
When Wall Street and Main Street Diverge
Emerging market debt outlook: The return of ‘Goldilocks’
US Economy Powers Ahead
Fed cuts rates again, December move uncertain
Takaichi’s policies fuel Japan’s market rally
Small caps poised for a comeback
Alternatives Outlook 2026
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Q3 2025 Credit Research Outlook
Beyond Banks: Financial Stocks and Trump
Mega-caps reshape market dynamics
Equity Market Outlook 2026
Opportunities and Risks Related to Emerging Technologies
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Diversification in focus: JP Morgan announces changes to EMD benchmarks
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
How to invest in crypto without buying crypto
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Market Forecasts: Q3 2025