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