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