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US rate cut likely despite growing doubts
US equities: Euphoria, fragility, and the search for clarity
From defensive to dynamic: Utilities enter a new era of growth
Fixed Income 2025: Return of the Sovereigns
What’s on the horizon for digital assets?
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Equities favored as outlook brightens
The evolution and future of fixed income
Emerging Market Debt Commentary: October 2025
2025 Global Retirement Reality Report: Ireland Snapshot
Emerging market debt outlook: The return of ‘Goldilocks’
2024 US Retirement Reality Report: US Snapshot
Forward with focus
US inflation data supports Fed rate cut outlook
5 Emerging Market Wildcards for 2025
Looking for a Signal in the Noise
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
GENIUS Act explained: What it means for crypto and digital assets
Fed rate cut sparks mixed market moves
Long-Term Asset Class Forecasts: Q4 2025
Why the AI CapEx cycle may have more staying power than you think
Investing in Uncertain Times
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Fed cuts rates again, December move uncertain
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Tariff Risk Looms Large
Emerging Market Debt Commentary: Q3 2025
Geopolitical tensions remain elevated
Tariffs, Transshipping, and the Trouble with Vietnam
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
When Wall Street and Main Street Diverge
How is the GCC positioned for the global AI race?
Separating Fact from Fear in Japanese Investing
How AI is reshaping emerging markets equities
A Better Macro Policy Framework for Europe
US inflation supports September rate cut
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Valuation tension in resilient credit
A new era of monetary and fiscal policy or back to the future? What investors should know
Are rate cuts off the table in Australia?
Fed on hold, but for how long?
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
How a Private Market Allocation Can Help Hedge Against Inflationary Risks
Get ahead of the Fed: Financials may get a boost from rate cuts
A stronger emerging markets rally will need a new era of reforms
Featured Insights
Long-Term US Dollar Risks Persist
Reducing underweight in US Agg
How JGBs outshine G4 peers on term spreads
The Misconception of Value Investing in the Eurozone
PCE inflation steady but elevated
Emerging Market Debt Commentary: July 2025
NOK shows promise, CAD faces pressure
Reevaluating the India Equity Opportunity
Hawkish Fed supports USD
What is the Global Market Portfolio?
Replay: Hurd in Conversation: Trade issues drive currency considerations
What’s driving S&P 500 valuations now?
Should you be worried about Fed independence?
Digital assets: The next frontier for markets and investors
Fed rate cuts spark US housing revival
US macro data stronger than expected
Credit spreads signal confidence and risk
Commodities Now an Overweight
US retail sales and confidence weaken
Tariffs Test S&P 500 Margins
State Street Global Advisors Rebrands as State Street Investment Management
Euro, yen gain as dollar weakens
The Case For Enhanced Active Strategies
“Sanaenomics”: A Truss or a Meloni moment?
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
UK Headline Inflation Accelerates
Hawkish Words, Dovish Moves
Why every institutional investor should use a TAA implementation
Waiting for the small-cap resurgence
German Election: “Alternative zur Stagnation?”
US inflation returns to historical sweet spot
Temporary Rise in US Inflation Ahead
Making Sense of the Current US Treasury Market
What the US government shutdown means for markets and the economy
2025 Global Retirement Reality Report: Australia Snapshot
An enhanced approach to broad Emerging Markets equity exposure
Cracks Appear in Bullish US Dollar Story
Long-Term Asset Class Forecasts: Q1 2025
Small caps poised for a comeback
Why bitcoin institutional demand is on the rise
Real assets insights: Q3 2025
Emerging Market Debt Commentary: February 2025
Market Forecasts: Q3 2025
One Question Series: Where Are Investors Flocking in Today’s Environment?
Improving fixed income portfolio resilience with leveraged loans
Tech turns defensive as labor weakens
Small Caps: More Than Just a Factor Premium
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
One Question Series: How Can Fixed Income Help Manage Uncertainty?
US payrolls data feels like fake resilience
Emerging Market Debt Commentary: November 2025
AI comes for marketing
Tokenization of assets: How it’s reshaping finance and markets
Brace for a volatile summer
2019
US inflation mixed, labor data worsens
Trump’s Trade War: What’s the Endgame?
Can Australia Survive A Trade War?
A strategic foundation: twenty years of real assets
Replay: Hurd in Conversation: Currency Markets in Transition
Six Grey Swans That Could Move Markets in 2025
Appetite for Risk Wanes
India in 2025: A tale of contrasting risk perception?
How to Position for Geopolitical Shocks During Trump 2.0
The Rise of Sukuk from Shariah Roots to Global Opportunity
Scope 3 emissions in investment decision-making: An analysis
Return expectations from the Global Market Portfolio
2025 Global Retirement Reality Report: UK Snapshot
2025 Global Retirement Reality Report: US Snapshot
Long-Term Asset Class Forecasts: Q2 2025
Volatility Guardrails for Uncertain Times
US government shutdown update: Risks emerge
Weak US jobs data likely seals September rate cut
Equity Market Outlook 2026
Opportunities and Risks Related to Emerging Technologies
Market Forecasts: Q1 2025
Long-Term Asset Class Forecasts: Q3 2025
Fed shift hits USD
US small-caps in focus
A new agenda for sustainable investing research: A Q&A
High uncertainty doesn’t mean indefinite Fed inaction
Mega-caps reshape market dynamics
Powell hints at rate cuts at Jackson Hole
Considerations for a long-dated US Treasury exposure
Constructive outlook on commodities
US government layoffs raise labor market risks
Mixed Signals, Murky Outlook
Bond Sell-Off: Implications for the US and UK Markets
High yield case study: how an index allocation can complement an active manager lineup
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Markets hold steady amid global tensions
Germany's Fiscal Shift: Market Implications and Global Ripples
Next Fed Cut Could Be in July, Not June
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Little Relief in Current Data
Gold’s resilience flags hidden market risks
Why Chinese Government Bonds Warrant Attention… and Caution
Fed dissent signals policy shift ahead
We Maintain No-Recession Call Despite GDP Data
Recalibration Day
US Snapshot 2020
Forward-Looking Climate Metrics in Corporate Bond Portfolios
2018
Emerging Market Debt Commentary: January 2025
Emerging Market Debt Commentary: August 2025
What if investors get bored of AI?
No Letup in Capital Expenditures
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Takaichi’s policies fuel Japan’s market rally
Big Beautiful Bill brings tax clarity
Beyond AI: The broadening of equity market leadership
Q3 2025 Credit Research Outlook
The US Dollar Free Lunch Is Over. What Now?
2023 Global Retirement Reality Report: UK Snapshot
Bond market shifts signal waning US advantage
2023 Global Retirement Reality Report: Ireland Snapshot
US exceptionalism: Fading force or enduring edge?
Building resilience with private CRE
Equities remain our top preference
Housing Market Faces Tepid Spring
Will US Policies Drive a Great Reglobalization?
Inflation Expectations Rocket to Multi-Decade Highs
Momentum Sails On, For Now
The income squeeze: How market concentration is reshaping equity returns
A New Leadership Era: Institutional Meets Individual
US Sovereign Wealth Fund A Behemoth in the Making?
India’s trade faces tariff shock
Deregulation sparks financial sector momentum
US tariffs: Sector risks and legal challenges ahead?
Deconstructing equity returns: Insights for a new rate cycle
The evolving GCC IPO market: Trends and investor implications
Macroeconomic Outlook 2026
July rate cut unlikely
Advancing Our Proprietary Asset Allocation Research
Consistency as a compass in emerging market equities
60/40 strategy regains strength
US labor market softens, Fed rate cut likely in December
Diversification proves critical in 2025
Will These Grey Swans Take Flight in 2025?
Global High Yield Year in Review
CAD, NOK poised to outperform
US labor market signals persistent softness
Alternatives Outlook 2026
Optimizing your emerging markets equity portfolio
What does the divergence in US soft and hard data mean?
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Can the Bank of Japan Continue to Swim Against the Tide?
We raise our global growth forecast
Earnings strength defies uncertainty
Emerging Market Debt: Enhancing a Global Bond Portfolio
Global Retirement Reality Report
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
The changing makeup of the Global Market Portfolio
Fixed Income Outlook 2026
China’s 2020 National People’s Congress: The Big Policy Pivot
Volatility positioning: How to hold on for the ride
Emerging Market Debt Market Commentary: Q2 2025
Global Market Portfolio 2025
No real joy in the UK Budget
Prefer longer-duration bonds
Building a Tactical Asset Allocation Overlay With Derivatives
3 Global High Yield Myths That Just Don’t Hold Up
Why the global macro data crisis is everyone’s problem
Leveraged Loans at State Street Investment Management
Why the GCC Is Emerging as a Global Private Markets Hotspot
Evolution of Trading in Emerging Markets
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Global Shariah equities: Quality investment for the future
Stewardship Report 2024
More gleam for gold in the Global Market Portfolio
DeepSeek’s Game-Changing Implications for the AI Play
Emerging Market Equities: Climbing the Wall of Worry
Hedging China bond exposures: strategic considerations
Have You Hurd
Unlocking opportunity in the leveraged loan market
Why consider investing in the S&P 500® index
WEP
GCC countries and India: A new era of economic collaboration
GCC reforms spark resilient market growth
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
The Gulf's capital transformation
US Tariffs Break the USD Bull Case
Emerging Markets Debt Commentary: Q4 2024
Stewardship Activity Report: Q4 2024
The Retirement Prism: Seeing Now and Later
What Tariffs Mean for the Economy and Markets
Why It’s Time for China Equity to Go Solo
US Economy Powers Ahead
2023 Global Retirement Reality Report: US Snapshot
2025 Global Retirement Reality Report: Canada Snapshot
From income to outcomes: The evolution and future of fixed income
Emerging Market Debt Commentary: April 2025