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