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