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