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Closing time: How passive investing is reshaping equity market microstructure
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Volatility positioning: How to hold on for the ride
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Gold takes center stage
Sustainable Investing: 5 Key Questions Asset Owners Ask
Monthly Cash Review – GBP
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Bank Deposits Versus Money Market Funds
Quality continues to offer investors an opportunity in US equities
February payroll shock flags AI job loss risk
From defensive to dynamic: Utilities enter a new era of growth
The Top 5 Themes for the US Market in 2026
Recalibration Day
When Wall Street and Main Street Diverge
Reducing underweight in US Agg
Why It’s Time for China Equity to Go Solo
A stronger emerging markets rally will need a new era of reforms
Equities favored as outlook brightens
Why invest in actively managed ETFs?
The power of information ratio (IR) in active management
Asset Tokenization in Capital Markets
Little to See, Much to Worry About
Uncommon Sense
How EMEA-based insurers are approaching nature-related investing
Reduce Allocation to European Equities
Unlocking opportunity in the leveraged loan market
How is AI reshaping emerging market equity opportunities?
Fed holds steady amid rising labor concerns
Returns triple boost powers local emerging market debt outperformance
Featured Insights
Market Forecasts: Q3 2025
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
US Tariffs Break the USD Bull Case
How gold hedges policy uncertainty when Fed leadership changes
Long-Term US Dollar Risks Persist
Why Investors Should Continue to Climb the Wall of Worry
Sustainability Data Governance and Oversight in Asset Management
Supreme Court IEEPA tariff decision could raise market risk
Next Fed Cut Could Be in July, Not June
There is Still Time to Move to Prime
Fundamentals favor the US
Cyclical sectors regain leadership: Financials and Industrials drive momentum
The Role of Bank Regulations in Repo Market Disfunction
US payrolls data feels like fake resilience
ECB Cuts Rate and Signals More Easing
Fed dissent signals policy shift ahead
US labor market signals persistent softness
Why every institutional investor should use a TAA implementation
Yielding Power: What Militarizing Europe Means for its Bond Markets
The case for active dividends
From income to outcomes: The evolution and future of fixed income
US consumer buffer continues to thin
Why are Public Pension Funds re-thinking allocations?
Global Market Portfolio 2025
Why the global macro data crisis is everyone’s problem
2025 Global Retirement Reality Report: Canada Snapshot
Prefer longer-duration bonds
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Fixed Income Outlook 2026
Fed rate cut sparks mixed market moves
AI comes for marketing
We Maintain No-Recession Call Despite GDP Data
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Deconstructing equity returns: Insights for a new rate cycle
“Sanaenomics”: A Truss or a Meloni moment?
Emerging Market Debt: Enhancing a Global Bond Portfolio
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Real assets insights: Q4 2025
Climate Transition Corporate Bond Beta Investing Approach
60/40 strategy regains strength
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Q1 Bond Outlook: Investor flows and inflation
US rate cut likely despite growing doubts
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
What the US government shutdown means for markets and the economy
Geopolitical tensions remain elevated
Considerations for a long-dated US Treasury exposure
GCC reforms spark resilient market growth
The Misconception of Value Investing in the Eurozone
Mapping the sustainable investing spectrum of capital
Defensive factor strategies taming the US equities bear
Looking for a Signal in the Noise
The rise of the Core-Satellite approach in fixed income portfolio construction
Six Grey Swans that could move markets in 2026
CAD, NOK poised to outperform
SSGA Canadian Long-Term Asset Class Forecasts
2025 Global Retirement Reality Report: US Snapshot
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Global Retirement Reality Report
Alternatives Outlook 2026
Momentum Sails On, For Now
Emerging Market Debt Commentary: November 2025
Optimizing your emerging markets equity portfolio
The US Dollar Free Lunch Is Over. What Now? USD investors
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Building a Tactical Asset Allocation Overlay With Derivatives
How to value bitcoin: Valuation frameworks for investors
Forward-Looking Climate Metrics in Corporate Bond Portfolios
US tariffs: Sector risks and legal challenges ahead?
Markets hold steady amid global tensions
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Safe havens reimagined: Saudi bonds surge as Treasurys falter
The Markets
What if investors get bored of AI?
US inflation mixed, labor data worsens
Fed shift hits USD
2025 European Wealth Manager Survey
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
2025 Global Retirement Reality Report: Ireland Snapshot
How to invest in crypto without buying crypto
Investing in digital assets: Educational resources for investors
Long-Term Asset Class Forecasts: Q2 2025
US macro data stronger than expected
Q2 2025 SAFI commentary
How AI is transforming investment management: State Street’s strategic approach
Equity Market Outlook 2026
SSGAL Section 172 Statement
The changing makeup of the Global Market Portfolio
Elections
MPFL Section 172 Statement
A new agenda for sustainable investing research: A Q&A
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Featured Cash Insights
China’s market disconnect
US labor market softens, Fed rate cut likely in December
Quality’s role amid equity market uncertainty
What does the divergence in US soft and hard data mean?
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
The US Dollar Free Lunch Is Over. What Now? EUR investors
Investing in real assets with ETFs
Emerging Market Debt Commentary: February 2025
Why the AI CapEx cycle may have more staying power than you think
Capital Adequacy Disclosures
The One Question Series: You Ask. We Answer.
More Storms Brewing: Are Tariffs on Europe Next?
Building resilience with private CRE
Labor market softness deepens
Capturing opportunity as the equity landscape evolves
Why the GCC Is Emerging as a Global Private Markets Hotspot
Emerging Market Debt Market Commentary: Q2 2025
Inflation Expectations Rocket to Multi-Decade Highs
Constructive outlook on commodities
Emerging Market Debt Commentary: July 2025
Fed rate cuts spark US housing revival
Global High Yield Update—Q2 2025
Global High Yield Update – Q1 2025
Mixed Signals, Murky Outlook
Nature as an asset: the relevance of biodiversity for investors
What Tariffs Mean for the Economy and Markets
2024 ETF Impact Survey
Global Equities: Balancing Risks and Opportunities
Emerging market debt outlook: Enduring strength
US labor soft, but no acute stress
A New Leadership Era: Institutional Meets Individual
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
One Question Series: Should I Consider Systematic Active Fixed Income?
A Better Macro Policy Framework for Europe
Hawkish Fed supports USD
Emerging Market Equities: Climbing the Wall of Worry
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Separating Fact from Fear in Japanese Investing
Nature and biodiversity: investor objectives for risk and opportunity
Making Sense of the Current US Treasury Market
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
US retail sales and confidence weaken
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Trimming risk, staying constructive
How to Position for Geopolitical Shocks During Trump 2.0
Powell hints at rate cuts at Jackson Hole
The Gulf shock: Energy supply, markets, and macro spillovers
Charitable Asset Management
Opportunities and Risks Related to Emerging Technologies
2025 Global Retirement Reality Report: Australia Snapshot
Tariffs Test S&P 500 Margins
Get ahead of the Fed: Financials may get a boost from rate cuts
Emerging market debt: Why index choice matters
Fixed income ETF fact v fiction
Emerging Market Debt Commentary: February 2026
US small-caps: primed for potential upside
Takaichi’s policies fuel Japan’s market rally
Policy Action Overshadows February Jobs Report
Why have convertible bonds outperformed equities in 2025?
Markets still view Fed independence as intact—here’s why
Saudi Arabia: A Shelter from the Debt Storm?
Q4 2025 Credit Research Outlook
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
State Street Global Advisors Rebrands as State Street Investment Management
No real joy in the UK Budget
Cracks Appear in Bullish US Dollar Story
We raise our global growth forecast
Digital assets: The next frontier for markets and investors
3 Global High Yield Myths That Just Don’t Hold Up
Diversification in focus: JP Morgan announces changes to EMD benchmarks
No Letup in Capital Expenditures
US industry shows signs of revival
Tariffs Put Global Economy at Risk of Recession
India IT adapts to the AI shift
What’s driving S&P 500 valuations now?
Equities remain our top preference
Brace for a volatile summer
Global Shariah equities: Quality investment for the future
The Gulf's capital transformation
Emerging Market Debt Commentary: Q4 2025
How Fixed Income Can (Still) Provide an Anchor to Windward
India in 2025: A tale of contrasting risk perception?
Two-Sided Risks to US Soft Landing
Volatility Guardrails for Uncertain Times
2025 Global Retirement Reality Report: UK Snapshot
NOK shows promise, CAD faces pressure
Playback of Client Call: Liquidity Update with Global Trading
US inflation supports September rate cut
What’s on the horizon for digital assets?
The Rise of Sukuk from Shariah Roots to Global Opportunity
Emerging Market Debt Outlook: All Roads Lead to the US
High uncertainty doesn’t mean indefinite Fed inaction
2026 Credit Research Outlook
Q3 2025 Credit Research Outlook
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
SDG integration into systematic portfolios
Waiting for the small-cap resurgence
Small caps poised for a comeback
US real GDP cools sharply in Q4 2025
Thriving through turbulence: European small-caps surge
Housing Market Faces Tepid Spring
Are rate cuts off the table in Australia?
Impact Investing vs. Sustainable Outcome Investing
Emerging Market Debt Commentary: January 2026
Improving fixed income portfolio resilience with leveraged loans
2024 US Retirement Reality Report: US Snapshot
Emerging Market Debt Commentary: October 2025
Why Chinese Government Bonds Warrant Attention… and Caution
The US Dollar Free Lunch Is Over. What Now? NOK investors
Investing in the intelligence economy: AI opportunities across global sectors
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
US Sovereign Wealth Fund A Behemoth in the Making?
How to invest in AI
Credit spreads signal confidence and risk
Bitcoin volatility and liquidity: Key trends for investors
Euro, yen gain as dollar weakens
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Macroeconomic Outlook 2026
The evolution and future of fixed income
How is the GCC positioned for the global AI race?
The Case For Enhanced Active Strategies
Fed set for January hold
An enhanced approach to broad Emerging Markets equity exposure
US government layoffs raise labor market risks
Monthly Cash Reviews
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
High yield case study: how an index allocation can complement an active manager lineup
Appetite for Risk Wanes
Long-Term Asset Class Forecasts: Q3 2025
US government shutdown update: Risks emerge
Grey Swans 2026
US inflation data supports Fed rate cut outlook
Are yields entering a new phase?
US equities: Euphoria, fragility, and the search for clarity
US inflation returns to historical sweet spot
USD rebounds to neutral
Monthly Cash Review – EUR
Market Forecasts: Q4 2025
Reversal of Fortune: Tech Equities Lag the Rest
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
How JGBs outshine G4 peers on term spreads
The Rise in Systematic Credit Investing
Reevaluating the India Equity Opportunity
SAFI turns 2: Delivering consistent alpha, controlled risk
2025 markets rally through turbulence
European Aristocrat Strategies
Hawkish Words, Dovish Moves
Six investment trends the summer has revealed
The whole truth behind the Fed’s rate cuts
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Three surprises for 2026: The curse of consensus in a market built on uncertainty
The US Dollar Free Lunch Is Over. What Now? CHF Investors
How To Invest: A Step by Step Guide
GCC countries and India: A new era of economic collaboration
Emerging market debt outlook: The return of ‘Goldilocks’
Small Caps: More Than Just a Factor Premium
Beyond AI: The broadening of equity market leadership
July rate cut unlikely
More gleam for gold in the Global Market Portfolio
Investing in Uncertain Times
Tariffs, Transshipping, and the Trouble with Vietnam
What is the Global Market Portfolio?
Active Quantitative Equity Quarterly
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Emerging Market Debt Commentary: April 2025
Q2 2025 Cash Outlook
Return expectations from the Global Market Portfolio
Fed cuts rates again, December move uncertain
Navigating the European Defence Investment Landscape
Temporary Rise in US Inflation Ahead
Identifying Sustainable Outcome Investments
History rhymes again
Democratizing Private Markets: Strategic Insights and the Path Forward
Stewardship Activity Report: Q4 2024
Understanding Money Market Funds
Leveraged Loans at State Street Investment Management
Overweight in European Equities
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Why were funds so short
An Investment Vision for European Defence
Market Forecasts: Q1 2026
Weak US jobs data likely seals September rate cut
China’s 2020 National People’s Congress: The Big Policy Pivot
Monthly Cash Review: March 2026 (USD)
PCE inflation steady but elevated
Convertibles Tough Out Trump Mega Volatility
How AI is reshaping emerging markets equities
USD to stabilize; JPY unresponsive to BoJ
Mixed data does not preclude rate cuts
Why bitcoin institutional demand is on the rise
Emerging Market Equities Outlook Q1 2026
Q2 2025 Credit Research Outlook
Emerging Market Debt Commentary: Q1 2025
Climate Transition Euro Corporate Bond Beta Strategy
The income squeeze: How market concentration is reshaping equity returns
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Germany's Fiscal Shift: Market Implications and Global Ripples
US small-caps in focus
Little Relief in Current Data
Fed on hold, but for how long?
Skilling Up During Disruption
Trump’s Trade War: What’s the Endgame?
GENIUS Act explained: What it means for crypto and digital assets
Hedging China bond exposures: strategic considerations
Japan: Weighing the equity landscape
Big Beautiful Bill brings tax clarity
Climate Transition U.S. Corporate Bond Beta Strategy
A strategic foundation: twenty years of real assets
The case for collateralised loan obligations for European investors
Tokenization of assets: How it’s reshaping finance and markets
Emerging Market Debt Commentary: Q3 2025
EMD Hard Currency
Forward with focus
Global High Yield – 2025 in Review and 2026 Outlook
Trim equities, add duration
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Stewardship Report 2024
US exceptionalism: Fading force or enduring edge?
Q1 bond market outlook for ETF investors
What to Know About the Dutch Pension Reform
Emerging Market Debt Commentary: August 2025
Sustainability in LDI
Long-Term Asset Class Forecasts: Q4 2025
Market Forecasts: Q2 2025
Global High Yield Update: Q3 2025
Global Growth Dips Amid Uncertainty
Scope 3 emissions in investment decision-making: An analysis
Consistency as a compass in emerging market equities
The future of crypto: Why smart investors are backing the ecosystem
Third Quarter 2019 Forecast
A new era of monetary and fiscal policy or back to the future? What investors should know
Should you be worried about Fed independence?
Long-Term Asset Class Forecasts: Q1 2026
The case for emerging markets small-cap equity