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