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