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