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