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