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