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Brace for a volatile summer
India in 2025: A tale of contrasting risk perception?
Long-Term US Dollar Risks Persist
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Prefer longer-duration bonds
The US Dollar Free Lunch Is Over. What Now? USD investors
When Wall Street and Main Street Diverge
Germany's Fiscal Shift: Market Implications and Global Ripples
The US Dollar Free Lunch Is Over. What Now? NOK investors
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Long-Term Asset Class Forecasts: Q1 2026
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
The power of information ratio (IR) in active management
Looking for a Signal in the Noise
US government shutdown update: Risks emerge
US Tariffs Break the USD Bull Case
PCE inflation steady but elevated
Emerging Market Debt Commentary: Q4 2025
Quality continues to offer investors an opportunity in US equities
Emerging Market Equities: Climbing the Wall of Worry
US Sovereign Wealth Fund A Behemoth in the Making?
The Impact of Crisis-Driven Dividend Cuts
State Street Global Advisors Rebrands as State Street Investment Management
Skilling Up During Disruption
More Storms Brewing: Are Tariffs on Europe Next?
Consistency as a compass in emerging market equities
From income to outcomes: The evolution and future of fixed income
The changing makeup of the Global Market Portfolio
Climate Transition Euro Corporate Bond Beta Strategy
The US Dollar Free Lunch Is Over. What Now? SEK Investors
US equities: Euphoria, fragility, and the search for clarity
MPFL Section 172 Statement
Beyond AI: The broadening of equity market leadership
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
An enhanced approach to broad Emerging Markets equity exposure
2024 US Retirement Reality Report: US Snapshot
The US Dollar Free Lunch Is Over. What Now? EUR investors
More gleam for gold in the Global Market Portfolio
Global Market Portfolio 2025
Returns triple boost powers local emerging market debt outperformance
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Hawkish Fed supports USD
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Long-Term Asset Class Forecasts: Q2 2025
February payroll shock flags AI job loss risk
Housing Market Faces Tepid Spring
Temporary Rise in US Inflation Ahead
The Case for High Yield
The evolution and future of fixed income
High uncertainty doesn’t mean indefinite Fed inaction
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
3 Global High Yield Myths That Just Don’t Hold Up
Monthly Cash Review – GBP
Renewed Energy in 2020
US inflation data supports Fed rate cut outlook
Waiting for the small-cap resurgence
Saudi Arabia: A Shelter from the Debt Storm?
The renewed case for currency hedging fixed income exposures
The Markets
2025 Global Retirement Reality Report: Australia Snapshot
Fed holds steady amid rising labor concerns
How to value bitcoin: Valuation frameworks for investors
Monthly Cash Reviews
A New Leadership Era: Institutional Meets Individual
The case for active dividends
Alternatives Outlook 2026
Are Foreign Investors Really “Dumping” US Treasury Bonds?
The Top 5 Themes for the US Market in 2026
Equities favored as outlook brightens
Investing in the intelligence economy: AI opportunities across global sectors
Defensive factor strategies taming the US equities bear
How to invest in crypto without buying crypto
The Rise in Systematic Credit Investing
Recalibration Day
Q2 2025 SAFI commentary
An Investment Vision for European Defence
Fed on hold, but for how long?
What to Know About the Dutch Pension Reform
Market Forecasts: Q1 2026
What’s driving S&P 500 valuations now?
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
2020 Vision: Focus on Finding Opportunities
A new era of monetary and fiscal policy or back to the future? What investors should know
Emerging Market Debt Commentary: July 2025
Why bitcoin institutional demand is on the rise
Why Chinese Government Bonds Warrant Attention… and Caution
Global High Yield Update: Q3 2025
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Equity Compass
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Why Investors Should Continue to Climb the Wall of Worry
How is the GCC positioned for the global AI race?
Improving fixed income portfolio resilience with leveraged loans
US small-caps in focus
CAD, NOK poised to outperform
Can Convertibles Defy Markets and Keep Rallying?
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Global equities: earnings rewarding patience
Two-Sided Risks to US Soft Landing
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Next Fed Cut Could Be in July, Not June
European equity sectors’ positive vectors
The evolving GCC IPO market: Trends and investor implications
Global equity leadership: is the World enough?
The Misconception of Value Investing in the Eurozone
Democratizing Private Markets: Strategic Insights and the Path Forward
Safe havens reimagined: Saudi bonds surge as Treasurys falter
US labor market signals persistent softness
US inflation supports September rate cut
Fed rate cuts spark US housing revival
Get ahead of the Fed: Financials may get a boost from rate cuts
Asset Tokenization in Capital Markets
Climate Transition U.S. Corporate Bond Beta Strategy
Constructive outlook on commodities
Deconstructing equity returns: Insights for a new rate cycle
Momentum Sails On, For Now
Mixed data does not preclude rate cuts
How AI is reshaping emerging markets equities
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Fed dissent signals policy shift ahead
Global Shariah equities: Quality investment for the future
US payrolls data feels like fake resilience
US real GDP cools sharply in Q4 2025
Emerging Market Debt Commentary: February 2026
Investing in Uncertain Times
Gold takes center stage
US small-caps: primed for potential upside
Tariffs Market Economy
SDG integration into systematic portfolios
Little to See, Much to Worry About
US inflation returns to historical sweet spot
US rate cut likely despite growing doubts
Tariffs, Transshipping, and the Trouble with Vietnam
Six investment trends the summer has revealed
Powell hints at rate cuts at Jackson Hole
Long-Term Asset Class Forecasts: Q4 2025
How is AI reshaping emerging market equity opportunities?
The case for collateralised loan obligations for European investors
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Broadening Out From Trump 2.0
Navigating the European Defence Investment Landscape
AI comes for marketing
Three reasons to implement a sector strategy
Reevaluating the India Equity Opportunity
Building resilience with private CRE
Reversal of Fortune: Tech Equities Lag the Rest
Equity Market Outlook 2026
A Better Macro Policy Framework for Europe
Policy Action Overshadows February Jobs Report
Q1 Bond Outlook: Investor flows and inflation
What is the Global Market Portfolio?
US consumer buffer continues to thin
GENIUS Act explained: What it means for crypto and digital assets
Emerging Market Debt Outlook: All Roads Lead to the US
Should you be worried about Fed independence?
July rate cut unlikely
Global Growth Dips Amid Uncertainty
One index offers US exceptionalism, mid-cap potential, and sustainability
ETF Impact Report 2025-2026
Q1 bond market outlook for ETF investors
Markets hold steady amid global tensions
US mid caps: A comeback for the quiet outperformer?
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Considerations for a long-dated US Treasury exposure
GCC reforms spark resilient market growth
Inflation Expectations Rocket to Multi-Decade Highs
US retail sales and confidence weaken
Trump’s Trade War: What’s the Endgame?
Q2 2025 Cash Outlook
Small caps poised for a comeback
Real assets insights: Q4 2025
Long-Term Asset Class Forecasts: Q3 2025
India IT adapts to the AI shift
Uncommon Sense
Investing in digital assets: Educational resources for investors
Emerging Market Debt Commentary: February 2025
Global Retirement Reality Report
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Reduce Allocation to European Equities
What Tariffs Mean for the Economy and Markets
Why have convertible bonds outperformed equities in 2025?
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Big Beautiful Bill brings tax clarity
A strategic foundation: twenty years of real assets
SSGAL Section 172 Statement
Market Forecasts: Q4 2025
Six Grey Swans that could move markets in 2026
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
How to Position for Geopolitical Shocks During Trump 2.0
US labor soft, but no acute stress
Active Quantitative Equity Quarterly
Quality’s role amid equity market uncertainty
Overweight in European Equities
The Case For Enhanced Active Strategies
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Tariffs Put Global Economy at Risk of Recession
Tariffs Test S&P 500 Margins
USD to stabilize; JPY unresponsive to BoJ
Cracks Appear in Bullish US Dollar Story
SAFI turns 2: Delivering consistent alpha, controlled risk
Cyclical sectors regain leadership: Financials and Industrials drive momentum
USD rebounds to neutral
Making Sense of the Current US Treasury Market
No real joy in the UK Budget
How JGBs outshine G4 peers on term spreads
Building portfolio resilience through sustainable technology megatrends
What does the divergence in US soft and hard data mean?
Market Forecasts: Q3 2025
Are yields entering a new phase?
US labor market softens, Fed rate cut likely in December
2025 European Wealth Manager Survey
US Small- and Mid-cap Equities: The De-escalation Trade
Closing time: How passive investing is reshaping equity market microstructure
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Thriving through turbulence: European small-caps surge
Small Caps: More Than Just a Factor Premium
The case for US 1-5 year investment grade credit
Investing in real assets with ETFs
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
How Fixed Income Can (Still) Provide an Anchor to Windward
Webcast Fed Liquidity Programs and ETFs
China’s 2020 National People’s Congress: The Big Policy Pivot
Why the GCC Is Emerging as a Global Private Markets Hotspot
What’s on the horizon for digital assets?
Nature as an asset: the relevance of biodiversity for investors
The Gulf's capital transformation
Global High Yield Update—Q2 2025
Diversification in focus: JP Morgan announces changes to EMD benchmarks
How EMEA-based insurers are approaching nature-related investing
A stronger emerging markets rally will need a new era of reforms
The whole truth behind the Fed’s rate cuts
History rhymes again
Fixed income ETF fact v fiction
Tokenization of assets: How it’s reshaping finance and markets
The case for emerging markets small-cap equity
The future of crypto: Why smart investors are backing the ecosystem
SPDR® ETFs Throughout the COVID-19 Crisis
The rise of the Core-Satellite approach in fixed income portfolio construction
Why invest in actively managed ETFs?
US industry shows signs of revival
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Monthly Cash Review: March 2026 (USD)
Emerging Market Debt Commentary: Q1 2025
Why are Public Pension Funds re-thinking allocations?
Building a Tactical Asset Allocation Overlay With Derivatives
SSGA Canadian Long-Term Asset Class Forecasts
Featured Insights
What the US government shutdown means for markets and the economy
Weak US jobs data likely seals September rate cut
Why the global macro data crisis is everyone’s problem
Macroeconomic Outlook 2026
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
The income squeeze: How market concentration is reshaping equity returns
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Fed rate cut sparks mixed market moves
Appetite for Risk Wanes
What if investors get bored of AI?
GCC countries and India: A new era of economic collaboration
Emerging market debt outlook: Enduring strength
Labor market softness deepens
2026 Credit Research Outlook
Emerging Market Equities Outlook Q1 2026
Identifying Sustainable Outcome Investments
How AI is transforming investment management: State Street’s strategic approach
Espresso
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
A new agenda for sustainable investing research: A Q&A
Emerging Market Debt Commentary: August 2025
Monthly Cash Review – EUR
Mixed Signals, Murky Outlook
Mapping the sustainable investing spectrum of capital
Emerging Market Debt: Enhancing a Global Bond Portfolio
Global Equities: Balancing Risks and Opportunities
Fixed Income Outlook 2026
Why every institutional investor should use a TAA implementation
Climate Transition Corporate Bond Beta Investing Approach
Q4 2025 Credit Research Outlook
Optimizing your emerging markets equity portfolio
We Maintain No-Recession Call Despite GDP Data
Emerging Market Debt Market Commentary: Q2 2025
2025 Global Retirement Reality Report: US Snapshot
US government layoffs raise labor market risks
The Gulf shock: Energy supply, markets, and macro spillovers
Capturing opportunity as the equity landscape evolves
Sector ETF Momentum Map
Unlocking opportunity in the leveraged loan market
Euro, yen gain as dollar weakens
Impact Investing vs. Sustainable Outcome Investing
Emerging Market Debt Commentary: January 2026
Reducing underweight in US Agg
Capital Adequacy Disclosures
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Global High Yield – 2025 in Review and 2026 Outlook
The Fed forays into ETFs
Hawkish Words, Dovish Moves
No Letup in Capital Expenditures
Are rate cuts off the table in Australia?
Separating Fact from Fear in Japanese Investing
2025 markets rally through turbulence
Geopolitical tensions remain elevated
Equities remain our top preference
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Fixed income’s year end de-risk supports CLO allocations
Bank Deposits Versus Money Market Funds
US macro data stronger than expected
Opportunities and Risks Related to Emerging Technologies
Little Relief in Current Data
Japan: Weighing the equity landscape
2025 Global Retirement Reality Report: Ireland Snapshot
Elections
Fed cuts rates again, December move uncertain
Return expectations from the Global Market Portfolio
Global CIO Reaction to US Presidential Election
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
UK Election Outlook
Fundamentals favor the US
Market Forecasts: Q2 2025
From defensive to dynamic: Utilities enter a new era of growth
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
China’s market disconnect
Volatility positioning: How to hold on for the ride
One Question Series: Should I Consider Systematic Active Fixed Income?
Global High Yield Update – Q1 2025
High yield case study: how an index allocation can complement an active manager lineup
The One Question Series: You Ask. We Answer.
US exceptionalism: Fading force or enduring edge?
Sustainability Data Governance and Oversight in Asset Management
Sustainable Investing: 5 Key Questions Asset Owners Ask
European Aristocrat Strategies
Convertibles Tough Out Trump Mega Volatility
Leveraged Loans at State Street Investment Management
Bitcoin volatility and liquidity: Key trends for investors
Supreme Court IEEPA tariff decision could raise market risk
US inflation mixed, labor data worsens
Stewardship Report 2024
Third Quarter 2019 Forecast
NOK shows promise, CAD faces pressure
Yielding Power: What Militarizing Europe Means for its Bond Markets
Q3 2025 Credit Research Outlook
2025 Global Retirement Reality Report: Canada Snapshot
Grey Swans 2026
Stewardship Activity Report: Q4 2024
60/40 strategy regains strength
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Trimming risk, staying constructive
Nature and biodiversity: investor objectives for risk and opportunity
EMD Hard Currency
The Rise of Sukuk from Shariah Roots to Global Opportunity
Why It’s Time for China Equity to Go Solo
How gold hedges policy uncertainty when Fed leadership changes
Fed shift hits USD
Takaichi’s policies fuel Japan’s market rally
2024 ETF Impact Survey
Hedging China bond exposures: strategic considerations
An Update on Dividend Aristocrats
Fed set for January hold
Emerging Market Debt Commentary: November 2025
Emerging Market Debt Commentary: April 2025
How to invest in AI
We raise our global growth forecast
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Volatility Guardrails for Uncertain Times
Charitable Asset Management
Digital assets: The next frontier for markets and investors
Why the AI CapEx cycle may have more staying power than you think
Forward with focus
Q2 2025 Credit Research Outlook
Emerging Market Debt Commentary: Q3 2025
ECB Cuts Rate and Signals More Easing
“Sanaenomics”: A Truss or a Meloni moment?
Credit spreads signal confidence and risk
US tariffs: Sector risks and legal challenges ahead?
Scope 3 emissions in investment decision-making: An analysis
Trim equities, add duration
Emerging Market Debt Commentary: October 2025
Emerging market debt outlook: The return of ‘Goldilocks’
Markets still view Fed independence as intact—here’s why
2025 Global Retirement Reality Report: UK Snapshot
Emerging market debt: Why index choice matters