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