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US Small- and Mid-cap Equities: The De-escalation Trade
Market Forecasts: Q1 2025
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
The US Dollar Free Lunch Is Over. What Now? SEK Investors
A New Leadership Era: Institutional Meets Individual
EMD Hard Currency
Emerging Market Debt Commentary: January 2025
PCE inflation steady but elevated
Convertibles Steer Through 2025 Turbulence Smoothly
Rethinking the Role of Bonds in Multi-Asset Portfolios
Small Caps: More Than Just a Factor Premium
The whole truth behind the Fed’s rate cuts
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Brace for a volatile summer
2025 Global Retirement Reality Report: US Snapshot
US retail sales and confidence weaken
60/40 strategy regains strength
Navigating the European Defence Investment Landscape
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Why the GCC Is Emerging as a Global Private Markets Hotspot
Allocation to Europe Equities Increased
Opportunities and Risks Related to Emerging Technologies
Market Forecasts: Q4 2025
Q4 2025 Credit Research Outlook
2024 US Retirement Reality Report: US Snapshot
An enhanced approach to broad Emerging Markets equity exposure
Why the global macro data crisis is everyone’s problem
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Reduce Allocation to European Equities
Hawkish Fed supports USD
The Case for High Yield
Unlocking opportunity in the leveraged loan market
The Top 5 Themes for the US Market in 2026
The evolving GCC IPO market: Trends and investor implications
We raise our global growth forecast
ETF Impact Report 2025-2026
Fixed Income 2025: Return of the Sovereigns
US labor market softens, Fed rate cut likely in December
2024 ETF Impact Survey
The Misconception of Value Investing in the Eurozone
The Fed forays into ETFs
3 Global High Yield Myths That Just Don’t Hold Up
Q4 2025 Bond Compass
Commodities Now an Overweight
Sector Equity Compass
Deregulation sparks financial sector momentum
How AI is reshaping emerging markets equities
Tech turns defensive as labor weakens
What’s driving S&P 500 valuations now?
SSGA Canadian Long-Term Asset Class Forecasts
Global High Yield Update – Q1 2025
Geopolitical tensions remain elevated
Investing in real assets with ETFs
Can Convertibles Defy Markets and Keep Rallying?
Volatility positioning: How to hold on for the ride
US macro data stronger than expected
Global Retirement Reality Report
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
India in 2025: A tale of contrasting risk perception?
Broad Equity Compass
Will These Grey Swans Take Flight in 2025?
Why It’s Time for China Equity to Go Solo
Emerging Market Debt Commentary: February 2025
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
A new era of monetary and fiscal policy or back to the future? What investors should know
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
What’s on the horizon for digital assets?
Asset Tokenization in Capital Markets
Broadening Out From Trump 2.0
Six Grey Swans That Could Move Markets in 2025
Monthly Cash Review: January 2026 (USD)
Global Equities: Balancing Risks and Opportunities
Consistency as a compass in emerging market equities
Emerging Market Debt Outlook: All Roads Lead to the US
US rate cut likely despite growing doubts
Emerging market debt outlook: The return of ‘Goldilocks’
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
2025 European Wealth Manager Survey
UK Election Outlook
Reevaluating the India Equity Opportunity
Global High Yield Update—Q2 2025
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Deconstructing equity returns: Insights for a new rate cycle
Building portfolio resilience through sustainable technology megatrends
Investing in Uncertain Times
US equities: Euphoria, fragility, and the search for clarity
More Storms Brewing: Are Tariffs on Europe Next?
Optimizing your emerging markets equity portfolio
Can Australia Survive A Trade War?
US small-caps in focus
Global Growth Dips Amid Uncertainty
Q4 investment outlook
Inflation Expectations Rocket to Multi-Decade Highs
Market Forecasts: Q2 2025
Climate Transition Corporate Bond Beta Investing Approach
Global High Yield Year in Review
European equity sectors’ positive vectors
Looking for a Signal in the Noise
US Tariffs Break the USD Bull Case
An Update on Dividend Aristocrats
Espresso
Global CIO Reaction to US Presidential Election
SSGAL Section 172 Statement
Two-Sided Risks to US Soft Landing
PriceStats Analysis
Emerging Market Debt Commentary: Q3 2025
Broad Equity Compass Q4 2025: Themes and outlook
Investor Behaviour
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
How to Position for Geopolitical Shocks During Trump 2.0
The US Dollar Free Lunch Is Over. What Now? CHF Investors
2020 Vision: Focus on Finding Opportunities
Mega-caps reshape market dynamics
Volatility Guardrails for Uncertain Times
Q2 2025 SAFI commentary
Macroeconomic Outlook 2026
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
SDG integration into systematic portfolios
The case for US 1-5 year investment grade credit
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Climate Transition Euro Corporate Bond Beta Strategy
Emerging Market Debt Commentary: Q1 2025
Markets still view Fed independence as intact—here’s why
Tokenization of assets: How it’s reshaping finance and markets
Skilling Up During Disruption
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Bond market shifts signal waning US advantage
US government layoffs raise labor market risks
US tariffs: Sector risks and legal challenges ahead?
July rate cut unlikely
Emerging Market Equities: Climbing the Wall of Worry
Return expectations from the Global Market Portfolio
Renewed Energy in 2020
How JGBs outshine G4 peers on term spreads
Capital Adequacy Disclosures
US government shutdown update: Risks emerge
Broad Equity Compass: Regions in Focus
European Aristocrat Strategies
China’s 2020 National People’s Congress: The Big Policy Pivot
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
How is the GCC positioned for the global AI race?
Credit spreads signal confidence and risk
Big Beautiful Bill brings tax clarity
One index offers US exceptionalism, mid-cap potential, and sustainability
How EMEA-based insurers are approaching nature-related investing
The quiet storm in UK markets
High uncertainty doesn’t mean indefinite Fed inaction
The changing makeup of the Global Market Portfolio
US exceptionalism: Fading force or enduring edge?
An Investment Vision for European Defence
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Are rate cuts off the table in Australia?
Fed dissent signals policy shift ahead
Emerging Market Debt Commentary: Q4 2024
Broad Equity Sector Compass: Performance, flows, and behaviour
A new agenda for sustainable investing research: A Q&A
Mixed Signals, Murky Outlook
Leveraged Loans at State Street Investment Management
Australian Retirement Survey During a Time of Change
NOK shows promise, CAD faces pressure
The Gulf's capital transformation
Stewardship Activity Report: Q4 2024
2025 Global Retirement Reality Report: Canada Snapshot
Digital assets: The next frontier for markets and investors
How Fixed Income Can (Still) Provide an Anchor to Windward
Quality continues to offer investors an opportunity in US equities
The One Question Series: You Ask. We Answer.
A stronger emerging markets rally will need a new era of reforms
Emerging Market Debt Off to a Strong Start
Q3 2025 Credit Research Outlook
Third Quarter 2019 Forecast
US Economy Powers Ahead
From defensive to dynamic: Utilities enter a new era of growth
The rise of the Core-Satellite approach in fixed income portfolio construction
Diversification proves critical in 2025
Constructive outlook on commodities
Beyond AI: The broadening of equity market leadership
Mapping the sustainable investing spectrum of capital
Global Shariah equities: Quality investment for the future
Building resilience with private CRE
US labor soft, but no acute stress
Emerging Market Debt Market Commentary: Q2 2025
Why Chinese Government Bonds Warrant Attention… and Caution
Momentum Sails On, For Now
2025 Credit Research Outlook
Takaichi’s policies fuel Japan’s market rally
SPDR® ETFs Throughout the COVID-19 Crisis
Powell hints at rate cuts at Jackson Hole
Global equities: earnings rewarding patience
Little Relief in Current Data
The evolution and future of fixed income
The Rise of Sukuk from Shariah Roots to Global Opportunity
Should you be worried about Fed independence?
Real assets insights: Q3 2025
CAD, NOK poised to outperform
2023 Global Retirement Reality Report: US Snapshot
AI comes for marketing
DeepSeek’s Game-Changing Implications for the AI Play
No real joy in the UK Budget
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
GENIUS Act explained: What it means for crypto and digital assets
Fed cuts rates again, December move uncertain
Reducing underweight in US Agg
2023 Global Retirement Reality Report: Ireland Snapshot
Q1 2025 Cash Outlook
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Equities remain our top preference
Webcast Fed Liquidity Programs and ETFs
The US Dollar Free Lunch Is Over. What Now? USD investors
Emerging Market Debt Commentary: August 2025
Gold’s resilience flags hidden market risks
Three Surprises for 2025: Overcoming One-way Investor Sentiment
UK Headline Inflation Accelerates
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Little to See, Much to Worry About
What if investors get bored of AI?
Equities favored as outlook brightens
Q2 2025 Cash Outlook
Sector Compass Q4 Themes and Outlook
“Sanaenomics”: A Truss or a Meloni moment?
Growing Tariff Anxiety Overshadows Payrolls Data
Hedging China bond exposures: strategic considerations
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Markets hold steady amid global tensions
US inflation supports September rate cut
Forward-Looking Climate Metrics in Corporate Bond Portfolios
MPFL Section 172 Statement
Considerations for a long-dated US Treasury exposure
Saudi Arabia: A Shelter from the Debt Storm?
Why every institutional investor should use a TAA implementation
Prefer longer-duration bonds
Euro, yen gain as dollar weakens
Q2 2025 Credit Research Outlook
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Separating Fact from Fear in Japanese Investing
Germany's Fiscal Shift: Market Implications and Global Ripples
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
2025 Global Retirement Reality Report: UK Snapshot
Prospects for a Turnaround in European Equity Fortunes
How to invest in crypto without buying crypto
Data Keeps Alive Chance of March Fed Cut
The future of crypto: Why smart investors are backing the ecosystem
US Employment Report Triggers Rate Cuts Rethink
Tariffs Put Global Economy at Risk of Recession
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Fixed Income Outlook 2026
The Markets
Emerging Market Debt: Enhancing a Global Bond Portfolio
Smart Beta Compass Q4 2025: Investment Outlook
Stewardship Report 2024
2023 Global Retirement Reality Report: UK Snapshot
BoJ Rate Now at 17-Year High
Why invest in actively managed ETFs?
Policy Action Overshadows February Jobs Report
What Tariffs Mean for the Economy and Markets
How is AI reshaping emerging market equity opportunities?
Improving fixed income portfolio resilience with leveraged loans
Hawkish Words, Dovish Moves
Smart Beta Compass
GCC reforms spark resilient market growth
Fed on hold, but for how long?
The income squeeze: How market concentration is reshaping equity returns
Factor Performance and Flows
Earnings strength defies uncertainty
Returns triple boost powers local emerging market debt outperformance
Long-Term Asset Class Forecasts: Q4 2025
Why the AI CapEx cycle may have more staying power than you think
Cracks Appear in Bullish US Dollar Story
Long-Term Asset Class Forecasts: Q1 2025
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Uncommon Sense
Don’t Sell the US Dollar Yet
Beyond Banks: Financial Stocks and Trump
Get ahead of the Fed: Financials may get a boost from rate cuts
Building a Tactical Asset Allocation Overlay With Derivatives
Impact Investing vs. Sustainable Outcome Investing
What the US government shutdown means for markets and the economy
State Street Global Advisors Rebrands as State Street Investment Management
US inflation mixed, labor data worsens
Housing Market Faces Tepid Spring
What is the Global Market Portfolio?
Why are Public Pension Funds re-thinking allocations?
Why have convertible bonds outperformed equities in 2025?
Long-Term Asset Class Forecasts: Q2 2025
German Election: “Alternative zur Stagnation?”
The case for collateralised loan obligations for European investors
Temporary Rise in US Inflation Ahead
The US Dollar Free Lunch Is Over. What Now? NOK investors
Six investment trends the summer has revealed
Alternatives Outlook 2026
Charitable Asset Management
5 Emerging Market Wildcards for 2025
Valuation tension in resilient credit
Convertibles Tough Out Trump Mega Volatility
Emerging Market Debt Commentary: October 2025
Tariff Risk Looms Large
Appetite for Risk Wanes
Trump’s Trade War: What’s the Endgame?
Fixed Income 2025: Roadmap
High yield case study: how an index allocation can complement an active manager lineup
Nature as an asset: the relevance of biodiversity for investors
Equity Market Outlook 2026
2026 Credit Research Outlook
Long-Term US Dollar Risks Persist
Bond Sell-Off: Implications for the US and UK Markets
Active Quantitative Equity Quarterly
US inflation returns to historical sweet spot
A strategic foundation: twenty years of real assets
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
2025 Global Retirement Reality Report: Ireland Snapshot
Market Forecasts: Q3 2025
The Rise in Systematic Credit Investing
The Impact of Crisis-Driven Dividend Cuts
Sector ETF Momentum Map
Forward with focus
Evolution of Trading in Emerging Markets
One Question Series: Should I Consider Systematic Active Fixed Income?
Weak US jobs data likely seals September rate cut
Fixed income’s year end de-risk supports CLO allocations
Defensive factor strategies taming the US equities bear
Elections
Tariffs Market Economy
Tariffs Test S&P 500 Margins
The US Dollar Free Lunch Is Over. What Now? EUR investors
US small-caps: primed for potential upside
Global High Yield Update: Q3 2025
A Better Macro Policy Framework for Europe
Global Market Portfolio 2025
Fed rate cut sparks mixed market moves
An Advanced Perspective on Securities Lending
Could ‘70s Era Stagflation Make a Comeback?
US Sovereign Wealth Fund A Behemoth in the Making?
US labor market signals persistent softness
ECB Cuts Rate and Signals More Easing
Emerging Market Debt Commentary: April 2025
Can the Bank of Japan Continue to Swim Against the Tide?
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
When Wall Street and Main Street Diverge
India’s trade faces tariff shock
Equity Compass
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Tariffs, Transshipping, and the Trouble with Vietnam
Emerging Market Debt Commentary: November 2025
US inflation data supports Fed rate cut outlook
From income to outcomes: The evolution and future of fixed income
Fed shift hits USD
Sector Compass: Performance, Flows, Investor Behaviour
Making Sense of the Current US Treasury Market
US payrolls data feels like fake resilience
What does the divergence in US soft and hard data mean?
We Maintain No-Recession Call Despite GDP Data
Sustainable Investing: 5 Key Questions Asset Owners Ask
No Letup in Capital Expenditures
Small caps poised for a comeback
Next Fed Cut Could Be in July, Not June
Overweight in European Equities
More gleam for gold in the Global Market Portfolio
Why Investors Should Continue to Climb the Wall of Worry
Waiting for the small-cap resurgence
Recalibration Day
Scope 3 emissions in investment decision-making: An analysis
January CPI Hotter Than Expected
Why bitcoin institutional demand is on the rise
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
2025 Global Retirement Reality Report: Australia Snapshot
The Case For Enhanced Active Strategies
Yielding Power: What Militarizing Europe Means for its Bond Markets
Equity Sector Compass: sectors in focus
Fed rate cuts spark US housing revival
UK Money Market Reform
Reversal of Fortune: Tech Equities Lag the Rest
GCC countries and India: A new era of economic collaboration
Monthly Cash Review – EUR
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Smart Beta Compass
Emerging Market Debt Commentary: July 2025
Thriving through turbulence: European small-caps surge
Climate Transition U.S. Corporate Bond Beta Strategy
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Long-Term Asset Class Forecasts: Q3 2025
Investing in digital assets: Educational resources for investors
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns