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