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The Rise of Sukuk from Shariah Roots to Global Opportunity
Mixed data does not preclude rate cuts
Emerging market debt outlook: Enduring strength
One Question Series: How Can Fixed Income Help Manage Uncertainty?
The Role of Bank Regulations in Repo Market Disfunction
Global High Yield – 2025 in Review and 2026 Outlook
Global High Yield Update – Q1 2025
Why bitcoin institutional demand is on the rise
US real GDP cools sharply in Q4 2025
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
The Markets
Little Relief in Current Data
2026 Credit Research Outlook
Why were funds so short
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Long-Term Asset Class Forecasts: Q2 2025
Six investment trends the summer has revealed
Convertibles Tough Out Trump Mega Volatility
US labor soft, but no acute stress
Sector ETF Momentum Map
History rhymes again
Emerging Market Debt Commentary: Q4 2025
Why have convertible bonds outperformed equities in 2025?
India IT adapts to the AI shift
The renewed case for currency hedging fixed income exposures
Emerging Market Debt Commentary: November 2025
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Monthly Cash Reviews
What if investors get bored of AI?
Global Market Portfolio 2025
US government layoffs raise labor market risks
Momentum Sails On, For Now
US labor market signals persistent softness
US exceptionalism: Fading force or enduring edge?
Emerging Market Debt Commentary: October 2025
Uncommon Sense
Why It’s Time for China Equity to Go Solo
US consumer buffer continues to thin
Stewardship Report 2024
Global High Yield Update: Q3 2025
Should you be worried about Fed independence?
Takaichi’s policies fuel Japan’s market rally
Why the AI CapEx cycle may have more staying power than you think
Fed dissent signals policy shift ahead
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
A stronger emerging markets rally will need a new era of reforms
US equities: Euphoria, fragility, and the search for clarity
The case for active dividends
Trim equities, add duration
Global CIO Reaction to US Presidential Election
The whole truth behind the Fed’s rate cuts
How to value bitcoin: Valuation frameworks for investors
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
The Rise in Systematic Credit Investing
The US Dollar Free Lunch Is Over. What Now? EUR investors
Waiting for the small-cap resurgence
Why the GCC Is Emerging as a Global Private Markets Hotspot
July rate cut unlikely
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
2025 Global Retirement Reality Report: Australia Snapshot
The case for US 1-5 year investment grade credit
Active Quantitative Equity Quarterly
Emerging Market Equities: Climbing the Wall of Worry
Fed rate cuts spark US housing revival
US inflation supports September rate cut
Why invest in actively managed ETFs?
Equities remain our top preference
Nature as an asset: the relevance of biodiversity for investors
Global equity leadership: is the World enough?
Emerging Market Debt Commentary: Q3 2025
More Storms Brewing: Are Tariffs on Europe Next?
2024 ETF Impact Survey
The power of information ratio (IR) in active management
Powell hints at rate cuts at Jackson Hole
Next Fed Cut Could Be in July, Not June
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Fundamentals favor the US
2025 Global Retirement Reality Report: Canada Snapshot
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Q2 2025 Cash Outlook
GCC reforms spark resilient market growth
Fixed income’s year end de-risk supports CLO allocations
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Return expectations from the Global Market Portfolio
More gleam for gold in the Global Market Portfolio
Featured Cash Insights
Why are Public Pension Funds re-thinking allocations?
Two-Sided Risks to US Soft Landing
Stewardship Activity Report: Q4 2024
Impact Investing vs. Sustainable Outcome Investing
An Investment Vision for European Defence
Six Grey Swans that could move markets in 2026
Global High Yield Update—Q2 2025
Reinventing Shareholder Activism: Stewardship
Building a Tactical Asset Allocation Overlay With Derivatives
Reevaluating the India Equity Opportunity
Thriving through turbulence: European small-caps surge
What’s on the horizon for digital assets?
US small-caps: primed for potential upside
The Misconception of Value Investing in the Eurozone
Supreme Court IEEPA tariff decision could raise market risk
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Monthly Cash Review: March 2026 (USD)
Volatility Guardrails for Uncertain Times
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
3 Global High Yield Myths That Just Don’t Hold Up
How AI is reshaping emerging markets equities
Volatility positioning: How to hold on for the ride
Sustainability Data Governance and Oversight in Asset Management
Tariffs Market Economy
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
US macro data stronger than expected
Real assets insights: Q4 2025
How gold hedges policy uncertainty when Fed leadership changes
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Monthly Cash Review – EUR
Emerging Market Debt Market Commentary: Q2 2025
Playback of Client Call: Liquidity Update with Global Trading
What does the divergence in US soft and hard data mean?
The Impact of Crisis-Driven Dividend Cuts
Webcast Fed Liquidity Programs and ETFs
Looking for a Signal in the Noise
US tariffs: Sector risks and legal challenges ahead?
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
There is Still Time to Move to Prime
High yield case study: how an index allocation can complement an active manager lineup
Saudi Arabia: A Shelter from the Debt Storm?
2025 Global Retirement Reality Report: UK Snapshot
Mapping the sustainable investing spectrum of capital
Featured Insights
Espresso
How EMEA-based insurers are approaching nature-related investing
Brace for a volatile summer
Trimming risk, staying constructive
Long-Term US Dollar Risks Persist
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Skilling Up During Disruption
Credit spreads signal confidence and risk
Investing in Uncertain Times
European equity sectors’ positive vectors
The Gulf shock: Energy supply, markets, and macro spillovers
Leveraged Loans at State Street Investment Management
The evolving GCC IPO market: Trends and investor implications
The US Dollar Free Lunch Is Over. What Now? SEK Investors
No real joy in the UK Budget
Climate Transition U.S. Corporate Bond Beta Strategy
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
AI comes for marketing
Fed shift hits USD
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Defensive factor strategies taming the US equities bear
The case for collateralised loan obligations for European investors
Little to See, Much to Worry About
Recalibration Day
Asset Tokenization in Capital Markets
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Overweight in European Equities
Digital assets: The next frontier for markets and investors
Why the global macro data crisis is everyone’s problem
“Sanaenomics”: A Truss or a Meloni moment?
Returns triple boost powers local emerging market debt outperformance
Third Quarter 2019 Forecast
The Case for High Yield
PCE inflation steady but elevated
Beyond AI: The broadening of equity market leadership
What to Know About the Dutch Pension Reform
USD rebounds to neutral
US inflation mixed, labor data worsens
The US Dollar Free Lunch Is Over. What Now? USD investors
Long-Term Asset Class Forecasts: Q4 2025
We Maintain No-Recession Call Despite GDP Data
US mid caps: A comeback for the quiet outperformer?
The Top 5 Themes for the US Market in 2026
Emerging Market Debt Outlook: All Roads Lead to the US
What’s driving S&P 500 valuations now?
Democratizing Private Markets: Strategic Insights and the Path Forward
The evolution and future of fixed income
The One Question Series: You Ask. We Answer.
Emerging Market Debt Commentary: February 2025
An Update on Dividend Aristocrats
Bank Deposits Versus Money Market Funds
Building resilience with private CRE
Tariffs Test S&P 500 Margins
European Aristocrat Strategies
2025 markets rally through turbulence
Geopolitical tensions remain elevated
Emerging Market Debt: Enhancing a Global Bond Portfolio
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
From defensive to dynamic: Utilities enter a new era of growth
Are yields entering a new phase?
Reducing underweight in US Agg
The Fed forays into ETFs
Market Forecasts: Q3 2025
Tariffs Put Global Economy at Risk of Recession
US labor market softens, Fed rate cut likely in December
Long-Term Asset Class Forecasts: Q3 2025
Are rate cuts off the table in Australia?
A Better Macro Policy Framework for Europe
The US Dollar Free Lunch Is Over. What Now? GBP Investors
SPDR® ETFs Throughout the COVID-19 Crisis
Hawkish Fed supports USD
EMD Hard Currency
Investing in digital assets: Educational resources for investors
Tariffs, Transshipping, and the Trouble with Vietnam
Japan: Weighing the equity landscape
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Safe havens reimagined: Saudi bonds surge as Treasurys falter
US Sovereign Wealth Fund A Behemoth in the Making?
Macroeconomic Outlook 2026
Emerging Market Debt Commentary: January 2026
Fixed Income Outlook 2026
2020 Vision: Focus on Finding Opportunities
A new agenda for sustainable investing research: A Q&A
Q3 2025 Credit Research Outlook
Small Caps: More Than Just a Factor Premium
Quality’s role amid equity market uncertainty
The future of crypto: Why smart investors are backing the ecosystem
Making Sense of the Current US Treasury Market
Policy Action Overshadows February Jobs Report
Sustainable Investing: 5 Key Questions Asset Owners Ask
SSGA Canadian Long-Term Asset Class Forecasts
Weak US jobs data likely seals September rate cut
February payroll shock flags AI job loss risk
Small caps poised for a comeback
Forward with focus
Nature and biodiversity: investor objectives for risk and opportunity
Markets still view Fed independence as intact—here’s why
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
US retail sales and confidence weaken
Grey Swans 2026
Emerging Market Debt Commentary: August 2025
Fed rate cut sparks mixed market moves
Labor market softness deepens
What Tariffs Mean for the Economy and Markets
2025 European Wealth Manager Survey
Scope 3 emissions in investment decision-making: An analysis
Global Retirement Reality Report
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Hedging China bond exposures: strategic considerations
Fed set for January hold
SDG integration into systematic portfolios
Emerging Market Debt Commentary: February 2026
Building portfolio resilience through sustainable technology megatrends
Japan’s “Truss Shock": A market scare, but not a systemic crisis
China’s 2020 National People’s Congress: The Big Policy Pivot
Mixed Signals, Murky Outlook
Opportunities and Risks Related to Emerging Technologies
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
USD to stabilize; JPY unresponsive to BoJ
Navigating the European Defence Investment Landscape
Can Convertibles Defy Markets and Keep Rallying?
Emerging Markets Beyond China
Why Chinese Government Bonds Warrant Attention… and Caution
2025 Global Retirement Reality Report: US Snapshot
The Gulf's capital transformation
Market Forecasts: Q1 2026
US small-caps in focus
Trading Best Practices for Volatile Markets
How AI is transforming investment management: State Street’s strategic approach
Euro, yen gain as dollar weakens
We raise our global growth forecast
Q1 bond market outlook for ETF investors
Gold takes center stage
Considerations for a long-dated US Treasury exposure
Q2 2025 Credit Research Outlook
How JGBs outshine G4 peers on term spreads
Why Investors Should Continue to Climb the Wall of Worry
Emerging market debt outlook: The return of ‘Goldilocks’
A new era of monetary and fiscal policy or back to the future? What investors should know
Germany's Fiscal Shift: Market Implications and Global Ripples
Temporary Rise in US Inflation Ahead
A New Leadership Era: Institutional Meets Individual
CAD, NOK poised to outperform
The changing makeup of the Global Market Portfolio
State Street Global Advisors Rebrands as State Street Investment Management
Capital Adequacy Disclosures
How Fixed Income Can (Still) Provide an Anchor to Windward
India in 2025: A tale of contrasting risk perception?
From income to outcomes: The evolution and future of fixed income
Reversal of Fortune: Tech Equities Lag the Rest
How is the GCC positioned for the global AI race?
NOK shows promise, CAD faces pressure
Consistency as a compass in emerging market equities
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Global Shariah equities: Quality investment for the future
Optimizing your emerging markets equity portfolio
How To Invest: A Step by Step Guide
Climate Transition Euro Corporate Bond Beta Strategy
How to invest in crypto without buying crypto
Fed on hold, but for how long?
ECB Cuts Rate and Signals More Easing
Housing Market Faces Tepid Spring
Inflation Expectations Rocket to Multi-Decade Highs
One index offers US exceptionalism, mid-cap potential, and sustainability
Cyclical sectors regain leadership: Financials and Industrials drive momentum
China’s market disconnect
A strategic foundation: twenty years of real assets
High uncertainty doesn’t mean indefinite Fed inaction
GCC countries and India: A new era of economic collaboration
Emerging Market Debt Commentary: Q1 2025
What is the Global Market Portfolio?
Improving fixed income portfolio resilience with leveraged loans
Constructive outlook on commodities
US rate cut likely despite growing doubts
Elections
Reduce Allocation to European Equities
Why every institutional investor should use a TAA implementation
SAFI turns 2: Delivering consistent alpha, controlled risk
Understanding Money Market Funds
No Letup in Capital Expenditures
Appetite for Risk Wanes
Emerging Market Equities Outlook Q1 2026
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Identifying Sustainable Outcome Investments
One Question Series: Should I Consider Systematic Active Fixed Income?
What the US government shutdown means for markets and the economy
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Three reasons to implement a sector strategy
The rise of the Core-Satellite approach in fixed income portfolio construction
Diversification in focus: JP Morgan announces changes to EMD benchmarks
The US Dollar Free Lunch Is Over. What Now? NOK investors
Sustainability in LDI
Global Equities: Balancing Risks and Opportunities
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Emerging market debt: Why index choice matters
Big Beautiful Bill brings tax clarity
Charitable Asset Management
Capturing opportunity as the equity landscape evolves
Q2 2025 SAFI commentary
US government shutdown update: Risks emerge
Bitcoin volatility and liquidity: Key trends for investors
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
2024 US Retirement Reality Report: US Snapshot
Deconstructing equity returns: Insights for a new rate cycle
The case for emerging markets small-cap equity
US industry shows signs of revival
Quality continues to offer investors an opportunity in US equities
60/40 strategy regains strength
Get ahead of the Fed: Financials may get a boost from rate cuts
Fed holds steady amid rising labor concerns
Investing in the intelligence economy: AI opportunities across global sectors
Investing in real assets with ETFs
Equity Compass
MPFL Section 172 Statement
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
An enhanced approach to broad Emerging Markets equity exposure
Q4 2025 Credit Research Outlook
How to invest in AI
How to Position for Geopolitical Shocks During Trump 2.0
Monthly Cash Review – GBP
Unlocking opportunity in the leveraged loan market
Yielding Power: What Militarizing Europe Means for its Bond Markets
Alternatives Outlook 2026
GENIUS Act explained: What it means for crypto and digital assets
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Prefer longer-duration bonds
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Q1 Bond Outlook: Investor flows and inflation
The income squeeze: How market concentration is reshaping equity returns
Cracks Appear in Bullish US Dollar Story
Global equities: earnings rewarding patience
Broadening Out From Trump 2.0
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
Closing time: How passive investing is reshaping equity market microstructure
Market Forecasts: Q2 2025
SSGAL Section 172 Statement
Equities favored as outlook brightens
Market Forecasts: Q4 2025
Markets hold steady amid global tensions
When Wall Street and Main Street Diverge
US payrolls data feels like fake resilience
Equity Market Outlook 2026
Climate Transition Corporate Bond Beta Investing Approach
Global Growth Dips Amid Uncertainty
Hawkish Words, Dovish Moves
US inflation data supports Fed rate cut outlook
The Case For Enhanced Active Strategies
US Small- and Mid-cap Equities: The De-escalation Trade
US inflation returns to historical sweet spot
ETF Impact Report 2025-2026
How is AI reshaping emerging market equity opportunities?
Tokenization of assets: How it’s reshaping finance and markets
Fed cuts rates again, December move uncertain
US Tariffs Break the USD Bull Case
Long-Term Asset Class Forecasts: Q1 2026
Fixed income ETF fact v fiction
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
UK Election Outlook
Emerging Market Debt Commentary: April 2025
2025 Global Retirement Reality Report: Ireland Snapshot
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Emerging Market Debt Commentary: July 2025
Trump’s Trade War: What’s the Endgame?
Separating Fact from Fear in Japanese Investing