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