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Global equities: earnings rewarding patience
Regaining Retirement Confidence in a Post-Pandemic Environment
Global Equities: Balancing Risks and Opportunities
5 Emerging Market Wildcards for 2025
Policy Action Overshadows February Jobs Report
Espresso
Appetite for Risk Wanes
Smart Beta Compass
Market Forecasts: Q2 2025
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
From defensive to dynamic: Utilities enter a new era of growth
Long-Term Asset Class Forecasts: Q3 2025
Saudi Arabia: A Shelter from the Debt Storm?
US labor market softens, Fed rate cut likely in December
Reversal of Fortune: Tech Equities Lag the Rest
Mega-caps reshape market dynamics
Mapping the sustainable investing spectrum of capital
Q2 2025 SAFI commentary
“Sanaenomics”: A Truss or a Meloni moment?
Global High Yield Update – Q1 2025
Broad Equity Sector Compass: Performance, flows, and behaviour
Data Keeps Alive Chance of March Fed Cut
US inflation returns to historical sweet spot
How AI is reshaping emerging markets equities
The US Dollar Free Lunch Is Over. What Now? CHF Investors
State Street Global Advisors Rebrands as State Street Investment Management
Stewardship Report 2024
Deregulation sparks financial sector momentum
DeepSeek’s Game-Changing Implications for the AI Play
Equity Compass
The Impact of Crisis-Driven Dividend Cuts
The Rise of Sukuk from Shariah Roots to Global Opportunity
We Maintain No-Recession Call Despite GDP Data
Can Convertibles Defy Markets and Keep Rallying?
Market Forecasts: Q1 2025
GCC countries and India: A new era of economic collaboration
Fed on hold, but for how long?
Separating Fact from Fear in Japanese Investing
3 Global High Yield Myths That Just Don’t Hold Up
Markets hold steady amid global tensions
Prefer longer-duration bonds
Looking for a Signal in the Noise
Digital assets: The next frontier for markets and investors
Two-Sided Risks to US Soft Landing
Fed dissent signals policy shift ahead
Quality continues to offer investors an opportunity in US equities
Elections Extend US Dollar Strength
What does the divergence in US soft and hard data mean?
Housing Market Faces Tepid Spring
US Economy Powers Ahead
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
From income to outcomes: The evolution and future of fixed income
The Markets
A Better Macro Policy Framework for Europe
Featured Insights
Investing in digital assets: Educational resources for investors
Evolution of Trading in Emerging Markets
US macro data stronger than expected
US Sovereign Wealth Fund A Behemoth in the Making?
A stronger emerging markets rally will need a new era of reforms
Fed rate cuts spark US housing revival
2023 Global Retirement Reality Report: UK Snapshot
Brace for a volatile summer
Reducing underweight in US Agg
July rate cut unlikely
Tariffs Put Global Economy at Risk of Recession
US Small- and Mid-cap Equities: The De-escalation Trade
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Why Chinese Government Bonds Warrant Attention… and Caution
Growing Tariff Anxiety Overshadows Payrolls Data
Building resilience with private CRE
Finishing Strong and Preparing for the Year Ahead
Charitable Asset Management
Cracks Appear in Bullish US Dollar Story
Should you be worried about Fed independence?
Could ‘70s Era Stagflation Make a Comeback?
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Q2 2025 Credit Research Outlook
US exceptionalism: Fading force or enduring edge?
Can Australia Survive A Trade War?
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Reduce Allocation to European Equities
Emerging Market Debt: Enhancing a Global Bond Portfolio
Global Retirement Reality Report
Earnings strength defies uncertainty
Sector Compass Q4 Themes and Outlook
SSGAL Section 172 Statement
Q4 investment outlook
Emerging Market Debt Commentary: February 2025
Bond Sell-Off: Implications for the US and UK Markets
Building portfolio resilience through sustainable technology megatrends
Allocation to Europe Equities Increased
Get ahead of the Fed: Financials may get a boost from rate cuts
Long-Term Asset Class Forecasts: Q2 2025
Financial Stocks: Banking on Trump
Equities remain our top preference
Optimizing your emerging markets equity portfolio
Smart Beta Compass Q4 2025: Investment Outlook
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Why It’s Time for China Equity to Go Solo
Odds of Fed December Cut Increase
Asset Tokenization in Capital Markets
Powell hints at rate cuts at Jackson Hole
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Broad Equity Compass: Regions in Focus
Third Quarter 2019 Forecast
India in 2025: A tale of contrasting risk perception?
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Germany's Fiscal Shift: Market Implications and Global Ripples
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Active Quantitative Equity Quarterly
Emerging Market Debt Commentary: November 2024
Investing in Uncertain Times
2024 US Retirement Reality Report: US Snapshot
Climate Transition Corporate Bond Beta Investing Approach
2020 Vision: Focus on Finding Opportunities
US tariffs: Sector risks and legal challenges ahead?
2023 Global Retirement Reality Report: Ireland Snapshot
Convertibles Steer Through 2025 Turbulence Smoothly
‘Value-Up’ Governance Arrives in China
The Case for High Yield
Stewardship Activity Report: Q4 2024
Small caps poised for a comeback
Little to See, Much to Worry About
Australian Retirement Survey During a Time of Change
Equities favored as outlook brightens
US rate cut likely despite growing doubts
Hawkish Fed supports USD
The changing makeup of the Global Market Portfolio
An Advanced Perspective on Securities Lending
US inflation data supports Fed rate cut outlook
Making Sense of the Current US Treasury Market
Equity Sector Compass: sectors in focus
2024 ETF Impact Survey
Diversification proves critical in 2025
US small-caps in focus
Tech turns defensive as labor weakens
Opportunities and Risks Related to Emerging Technologies
The US Dollar Free Lunch Is Over. What Now? NOK investors
Volatility Guardrails for Uncertain Times
MPFL Section 172 Statement
The US Dollar Free Lunch Is Over. What Now? EUR investors
Six investment trends the summer has revealed
Are Foreign Investors Really “Dumping” US Treasury Bonds?
CAD, NOK poised to outperform
Commodities Now an Overweight
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
Can the Bank of Japan Continue to Swim Against the Tide?
Little Relief in Current Data
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
No real joy in the UK Budget
China’s 2020 National People’s Congress: The Big Policy Pivot
Fed rate cut sparks mixed market moves
How Fixed Income Can (Still) Provide an Anchor to Windward
More gleam for gold in the Global Market Portfolio
Q1 2025 Cash Outlook
Big Beautiful Bill brings tax clarity
Next Fed Cut Could Be in July, Not June
Factoring in Cash Flow: the Rise of Quality Aristocrats
The Misconception of Value Investing in the Eurozone
ECB Cuts Rate and Signals More Easing
Why the AI CapEx cycle may have more staying power than you think
Fed shift hits USD
Prospects for a Turnaround in European Equity Fortunes
Sector ETF Momentum Map
Takaichi’s policies fuel Japan’s market rally
Why the global macro data crisis is everyone’s problem
Alternatives Outlook 2026
Policy tightness threatens soft landing
Three Surprises for 2025: Overcoming One-way Investor Sentiment
US retail sales and confidence weaken
Elections
Q4 2025 Bond Compass
2025 Global Retirement Reality Report: UK Snapshot
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Don’t Sell the US Dollar Yet
Euro, yen gain as dollar weakens
Return expectations from the Global Market Portfolio
Trump’s Trade War: What’s the Endgame?
Global Market Portfolio 2025
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Volatility Positioning: How to Hold on for the Ride
Emerging market debt outlook: The return of ‘Goldilocks’
The income squeeze: How market concentration is reshaping equity returns
More Storms Brewing: Are Tariffs on Europe Next?
GENIUS Act explained: What it means for crypto and digital assets
2025 Global Retirement Reality Report: Canada Snapshot
US payrolls data feels like fake resilience
Fixed income’s year end de-risk supports CLO allocations
Emerging Market Debt Commentary: Q4 2024
ETF Impact Report 2025-2026
Emerging Market Debt Off to a Strong Start
Considerations for a long-dated US Treasury exposure
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Q4 2025 Credit Research Outlook
Emerging Market Equities: Climbing the Wall of Worry
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
A strategic foundation: twenty years of real assets
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Understanding Money Market Funds
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Unlocking opportunity in the leveraged loan market
Tariffs, Transshipping, and the Trouble with Vietnam
Constructive outlook on commodities
2022 Global Retirement Reality Report: Ireland Snapshot
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
US inflation mixed, labor data worsens
Climate Transition U.S. Corporate Bond Beta Strategy
Defensive factor strategies taming the US equities bear
Hawkish Words, Dovish Moves
Fixed Income Outlook 2026
How is the GCC positioned for the global AI race?
US government layoffs raise labor market risks
US labor market signals persistent softness
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Climate Transition Euro Corporate Bond Beta Strategy
Why Investors Should Continue to Climb the Wall of Worry
Forward with focus
What if investors get bored of AI?
The evolving GCC IPO market: Trends and investor implications
Emerging Market Debt Market Commentary: Q2 2025
One index offers US exceptionalism, mid-cap potential, and sustainability
The future of crypto: Why smart investors are backing the ecosystem
Emerging Market Debt Outlook: All Roads Lead to the US
60/40 strategy regains strength
Gold’s resilience flags hidden market risks
Global High Yield Update—Q2 2025
Returns triple boost powers local emerging market debt outperformance
Monthly Cash Review – EUR
2022 Global Retirement Reality Report: UK Snapshot
US Employment Report Triggers Rate Cuts Rethink
Improving fixed income portfolio resilience with leveraged loans
The case for US 1-5 year investment grade credit
The US Dollar Free Lunch Is Over. What Now? USD investors
Are rate cuts off the table in Australia?
Credit spreads signal confidence and risk
Equity Market Outlook 2026
Navigating the European Defence Investment Landscape
Investing in real assets with ETFs
European equity sectors’ positive vectors
Thriving through turbulence: European small-caps surge
Fed cuts rates again, December move uncertain
Inflation Signals December Rate Cut
Yielding Power: What Militarizing Europe Means for its Bond Markets
Tokenization of assets: How it’s reshaping finance and markets
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Tariffs Market Economy
Monthly Cash Review: December 2025 (USD)
2025 Global Retirement Reality Report: US Snapshot
2025 Credit Research Outlook
Why have convertible bonds outperformed equities in 2025?
Inflation Expectations Rocket to Multi-Decade Highs
European Aristocrat Strategies
2025 European Wealth Manager Survey
PriceStats Analysis
Small Caps: More Than Just a Factor Premium
A new agenda for sustainable investing research: A Q&A
The One Question Series: You Ask. We Answer.
Convertibles Tough Out Trump Mega Volatility
Tariffs Test S&P 500 Margins
Broad Equity Compass Q4 2025: Themes and outlook
2025 Global Retirement Reality Report: Australia Snapshot
An Update on Dividend Aristocrats
Overweight in European Equities
Investor Behaviour
Bond market shifts signal waning US advantage
Q3 2025 Credit Research Outlook
One Question Series: Should I Consider Systematic Active Fixed Income?
Forward-Looking Climate Metrics in Corporate Bond Portfolios
US inflation supports September rate cut
The Gulf's capital transformation
What Tariffs Mean for the Economy and Markets
What’s driving S&P 500 valuations now?
High uncertainty doesn’t mean indefinite Fed inaction
Market Forecasts: Q4 2025
How To Invest: A Step by Step Guide
Impact Investing vs. Sustainable Outcome Investing
Skilling Up During Disruption
2022 Global Retirement Reality Report: US Snapshot
Global High Yield Year in Review
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Q2 2025 Cash Outlook
Global Shariah equities: Quality investment for the future
Emerging Market Debt Commentary: October 2025
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Why bitcoin institutional demand is on the rise
SDG integration into systematic portfolios
UK Headline Inflation Accelerates
Emerging Market Debt Commentary: Q1 2025
A new era of monetary and fiscal policy or back to the future? What investors should know
EMD Hard Currency
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Uncommon Sense
India’s trade faces tariff shock
The Case for US Innovation and Growth
How is AI reshaping emerging market equity opportunities?
Playback of Client Call: Liquidity Update with Global Trading
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
US equities: Euphoria, fragility, and the search for clarity
The quiet storm in UK markets
2023 Global Retirement Reality Report: US Snapshot
Fixed Income 2025: Roadmap
The Case For Enhanced Active Strategies
Factor Performance and Flows
Recalibration Day
SPDR® ETFs Throughout the COVID-19 Crisis
Why the GCC Is Emerging as a Global Private Markets Hotspot
Scope 3 emissions in investment decision-making: An analysis
Deconstructing equity returns: Insights for a new rate cycle
What the US government shutdown means for markets and the economy
Beyond AI: The broadening of equity market leadership
Will These Grey Swans Take Flight in 2025?
The Rise in Systematic Credit Investing
Smart Beta Compass
SSGA Canadian Long-Term Asset Class Forecasts
The rise of the Core-Satellite approach in fixed income portfolio construction
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
US government shutdown update: Risks emerge
Sector Compass: Performance, Flows, Investor Behaviour
Rethinking the Role of Bonds in Multi-Asset Portfolios
A New Leadership Era: Institutional Meets Individual
GCC reforms spark resilient market growth
US small-caps: primed for potential upside
Geopolitical tensions remain elevated
Capital Adequacy Disclosures
Building a Tactical Asset Allocation Overlay With Derivatives
Mixed Signals, Murky Outlook
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
How to invest in crypto without buying crypto
Why invest in actively managed ETFs?
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
US Housing Activity Shifts
Emerging Markets Beyond China
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
January CPI Hotter Than Expected
Sentiment Improves for Fixed Income
Long-Term Asset Class Forecasts: Q4 2025
Sector Equity Compass
Global High Yield Update: Q3 2025
Long-Term Asset Class Forecasts: Q1 2025
Why are Public Pension Funds re-thinking allocations?
Momentum Sails On, For Now
How JGBs outshine G4 peers on term spreads
No Letup in Capital Expenditures
Market Forecasts: Q3 2025
Beyond Banks: Financial Stocks and Trump
Waiting for the small-cap resurgence
Real assets insights: Q3 2025
Fixed Income 2025: Return of the Sovereigns
US Tariffs Break the USD Bull Case
Global CIO Reaction to US Presidential Election
How to Position for Geopolitical Shocks During Trump 2.0
AI comes for marketing
PCE inflation steady but elevated
Webcast Fed Liquidity Programs and ETFs
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
UK Money Market Reform
Reevaluating the India Equity Opportunity
2025 Global Retirement Reality Report: Ireland Snapshot
Emerging Market Debt Commentary: July 2025
Why every institutional investor should use a TAA implementation
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Six Grey Swans That Could Move Markets in 2025
Steady Global Growth Masks Considerable Risks
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
We raise our global growth forecast
Valuation tension in resilient credit
The whole truth behind the Fed’s rate cuts
German Election: “Alternative zur Stagnation?”
Tariff Risk Looms Large
What’s on the horizon for digital assets?
Sustainable Investing: 5 Key Questions Asset Owners Ask
The case for collateralised loan obligations for European investors
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
An Investment Vision for European Defence
The Fed forays into ETFs
Trading Best Practices for Volatile Markets
Global Growth Dips Amid Uncertainty
Broad Equity Compass
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Weak US jobs data likely seals September rate cut
How EMEA-based insurers are approaching nature-related investing
NOK shows promise, CAD faces pressure
What is the Global Market Portfolio?
Temporary Rise in US Inflation Ahead
When Wall Street and Main Street Diverge
Consistency as a compass in emerging market equities
Emerging Market Debt Commentary: August 2025
Long-Term US Dollar Risks Persist
UK Election Outlook
Hedging China bond exposures: strategic considerations
Nature as an asset: the relevance of biodiversity for investors
BoJ Rate Now at 17-Year High
Emerging Market Debt Commentary: Q3 2025
Macroeconomic Outlook 2026
Broadening Out From Trump 2.0
The Global Trend of Positive Stock/Bond Correlation
Emerging Market Debt Commentary: April 2025