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