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Reversal of Fortune: Tech Equities Lag the Rest
Charitable Asset Management
The case for active dividends
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Global Growth Dips Amid Uncertainty
USD rebounds to neutral
Why Chinese Government Bonds Warrant Attention… and Caution
Temporary Rise in US Inflation Ahead
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Global High Yield Update—Q2 2025
Making Sense of the Current US Treasury Market
Hawkish Words, Dovish Moves
Real assets insights: Q4 2025
Building portfolio resilience through sustainable technology megatrends
A new agenda for sustainable investing research: A Q&A
Skilling Up During Disruption
Q3 2025 Credit Research Outlook
Broadening Out From Trump 2.0
2025 Global Retirement Reality Report: Ireland Snapshot
Waiting for the small-cap resurgence
Webcast Fed Liquidity Programs and ETFs
The case for US 1-5 year investment grade credit
More gleam for gold in the Global Market Portfolio
The Markets
A Better Macro Policy Framework for Europe
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
The Fed forays into ETFs
Emerging Market Debt Commentary: April 2025
CAD, NOK poised to outperform
Market Forecasts: Q1 2026
Small Caps: More Than Just a Factor Premium
Monthly Cash Review: February 2026 (USD)
Six Grey Swans that could move markets in 2026
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
US retail sales and confidence weaken
Takaichi’s policies fuel Japan’s market rally
Investing in digital assets: Educational resources for investors
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Are rate cuts off the table in Australia?
NOK shows promise, CAD faces pressure
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Fixed Income 2025: Roadmap
US rate cut likely despite growing doubts
2025 Global Retirement Reality Report: US Snapshot
Opportunities and Risks Related to Emerging Technologies
How to invest in AI
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
How AI is transforming investment management: State Street’s strategic approach
A New Leadership Era: Institutional Meets Individual
Forward with focus
Fed holds steady amid rising labor concerns
The evolution and future of fixed income
What Tariffs Mean for the Economy and Markets
Equity Compass
US payrolls data feels like fake resilience
No Letup in Capital Expenditures
Thriving through turbulence: European small-caps surge
Volatility positioning: How to hold on for the ride
Why Investors Should Continue to Climb the Wall of Worry
Why the global macro data crisis is everyone’s problem
Defensive factor strategies taming the US equities bear
The US Dollar Free Lunch Is Over. What Now? USD investors
Tokenization of assets: How it’s reshaping finance and markets
State Street Global Advisors Rebrands as State Street Investment Management
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Why every institutional investor should use a TAA implementation
Yielding Power: What Militarizing Europe Means for its Bond Markets
Third Quarter 2019 Forecast
Emerging market debt outlook: Enduring strength
2024 ETF Impact Survey
Asset Tokenization in Capital Markets
The Gulf's capital transformation
India’s trade faces tariff shock
European Aristocrat Strategies
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
German Election: “Alternative zur Stagnation?”
Trim equities, add duration
Stewardship Report 2024
Featured Cash Insights
How To Invest: A Step by Step Guide
Digital assets: The next frontier for markets and investors
Equities favored as outlook brightens
Emerging Market Debt Off to a Strong Start
Emerging Markets Beyond China
Global Market Portfolio 2025
Tariffs Market Economy
Q2 2025 Credit Research Outlook
The Rise in Systematic Credit Investing
Why invest in actively managed ETFs?
Global High Yield Year in Review
Monthly Cash Review – EUR
Cracks Appear in Bullish US Dollar Story
Could ‘70s Era Stagflation Make a Comeback?
One Question Series: Should I Consider Systematic Active Fixed Income?
Inflation Expectations Rocket to Multi-Decade Highs
Market Forecasts: Q2 2025
2026 Credit Research Outlook
Emerging Market Debt Commentary: July 2025
US mid caps: A comeback for the quiet outperformer?
A strategic foundation: twenty years of real assets
How to Position for Geopolitical Shocks During Trump 2.0
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
The renewed case for currency hedging fixed income exposures
The whole truth behind the Fed’s rate cuts
Fed set for January hold
How to value bitcoin: Valuation frameworks for investors
Global High Yield – 2025 in Review and 2026 Outlook
Identifying Sustainable Outcome Investments
Trading Best Practices for Volatile Markets
The Case for High Yield
Capital Adequacy Disclosures
Understanding Money Market Funds
How AI is reshaping emerging markets equities
More Storms Brewing: Are Tariffs on Europe Next?
Emerging Market Debt Commentary: August 2025
Returns triple boost powers local emerging market debt outperformance
Brace for a volatile summer
US labor market softens, Fed rate cut likely in December
Allocation to Europe Equities Increased
What to Know About the Dutch Pension Reform
The future of crypto: Why smart investors are backing the ecosystem
Building a Tactical Asset Allocation Overlay With Derivatives
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Closing time: How passive investing is reshaping equity market microstructure
Fundamentals favor the US
The case for collateralised loan obligations for European investors
Equities remain our top preference
The Impact of Crisis-Driven Dividend Cuts
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
We raise our global growth forecast
Global equities: earnings rewarding patience
EMD Hard Currency
GCC reforms spark resilient market growth
US labor market signals persistent softness
Sustainability in LDI
One index offers US exceptionalism, mid-cap potential, and sustainability
Global High Yield Update – Q1 2025
Emerging Market Debt: Enhancing a Global Bond Portfolio
What does the divergence in US soft and hard data mean?
Growing Tariff Anxiety Overshadows Payrolls Data
Markets hold steady amid global tensions
Impact Investing vs. Sustainable Outcome Investing
Q2 2025 Cash Outlook
Next Fed Cut Could Be in July, Not June
Navigating the European Defence Investment Landscape
UK Election Outlook
Democratizing Private Markets: Strategic Insights and the Path Forward
Germany's Fiscal Shift: Market Implications and Global Ripples
UK Money Market Reform
Global Equities: Balancing Risks and Opportunities
Market Forecasts: Q4 2025
Climate Transition Euro Corporate Bond Beta Strategy
Fixed Income Outlook 2026
Nature as an asset: the relevance of biodiversity for investors
Fed rate cut sparks mixed market moves
Unlocking opportunity in the leveraged loan market
Fed cuts rates again, December move uncertain
Policy Action Overshadows February Jobs Report
Appetite for Risk Wanes
Active Quantitative Equity Quarterly
Improving fixed income portfolio resilience with leveraged loans
Mapping the sustainable investing spectrum of capital
What is the Global Market Portfolio?
Emerging Market Debt Commentary: October 2025
The US Dollar Free Lunch Is Over. What Now? NOK investors
US Tariffs Break the USD Bull Case
Small caps poised for a comeback
Powell hints at rate cuts at Jackson Hole
Japan: Weighing the equity landscape
Mega-caps reshape market dynamics
Reducing underweight in US Agg
The Misconception of Value Investing in the Eurozone
GCC countries and India: A new era of economic collaboration
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
How is the GCC positioned for the global AI race?
Investing in Uncertain Times
How Fixed Income Can (Still) Provide an Anchor to Windward
US inflation supports September rate cut
What’s driving S&P 500 valuations now?
5 Emerging Market Wildcards for 2025
Market Forecasts: Q3 2025
Gold takes center stage
Investing in the intelligence economy: AI opportunities across global sectors
Convertibles Tough Out Trump Mega Volatility
US inflation mixed, labor data worsens
The Rise of Sukuk from Shariah Roots to Global Opportunity
The income squeeze: How market concentration is reshaping equity returns
ECB Cuts Rate and Signals More Easing
Fed rate cuts spark US housing revival
Beyond Banks: Financial Stocks and Trump
Saudi Arabia: A Shelter from the Debt Storm?
Emerging Market Debt Commentary: November 2025
Big Beautiful Bill brings tax clarity
AI comes for marketing
January CPI Hotter Than Expected
Emerging Market Debt Outlook: All Roads Lead to the US
The One Question Series: You Ask. We Answer.
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Why bitcoin institutional demand is on the rise
Beyond AI: The broadening of equity market leadership
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Earnings strength defies uncertainty
Q1 bond market outlook for ETF investors
How EMEA-based insurers are approaching nature-related investing
Global Shariah equities: Quality investment for the future
Diversification proves critical in 2025
Looking for a Signal in the Noise
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
PCE inflation steady but elevated
Hedging China bond exposures: strategic considerations
The evolving GCC IPO market: Trends and investor implications
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
How is AI reshaping emerging market equity opportunities?
Tariff Risk Looms Large
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
An Update on Dividend Aristocrats
Safe havens reimagined: Saudi bonds surge as Treasurys falter
India in 2025: A tale of contrasting risk perception?
US government layoffs raise labor market risks
2025 markets rally through turbulence
US Small- and Mid-cap Equities: The De-escalation Trade
Prefer longer-duration bonds
Grey Swans 2026
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
US macro data stronger than expected
Can Australia Survive A Trade War?
European equity sectors’ positive vectors
How JGBs outshine G4 peers on term spreads
There is Still Time to Move to Prime
From defensive to dynamic: Utilities enter a new era of growth
Q2 2025 SAFI commentary
The US Dollar Free Lunch Is Over. What Now? EUR investors
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
We Maintain No-Recession Call Despite GDP Data
SDG integration into systematic portfolios
Fixed Income 2025: Return of the Sovereigns
US small-caps in focus
Why the AI CapEx cycle may have more staying power than you think
Tariffs, Transshipping, and the Trouble with Vietnam
“Sanaenomics”: A Truss or a Meloni moment?
US Sovereign Wealth Fund A Behemoth in the Making?
Overweight in European Equities
SSGAL Section 172 Statement
Hawkish Fed supports USD
Recalibration Day
High uncertainty doesn’t mean indefinite Fed inaction
Climate Transition Corporate Bond Beta Investing Approach
Emerging Market Equities: Climbing the Wall of Worry
Macroeconomic Outlook 2026
Consistency as a compass in emerging market equities
Tariffs Test S&P 500 Margins
Equity Market Outlook 2026
Global CIO Reaction to US Presidential Election
Labor market softness deepens
Get ahead of the Fed: Financials may get a boost from rate cuts
Why are Public Pension Funds re-thinking allocations?
Emerging Market Debt Market Commentary: Q2 2025
Deconstructing equity returns: Insights for a new rate cycle
The rise of the Core-Satellite approach in fixed income portfolio construction
The US Dollar Free Lunch Is Over. What Now? GBP Investors
US equities: Euphoria, fragility, and the search for clarity
July rate cut unlikely
Leveraged Loans at State Street Investment Management
Return expectations from the Global Market Portfolio
Constructive outlook on commodities
Should you be worried about Fed independence?
Emerging Market Debt Commentary: Q3 2025
Reevaluating the India Equity Opportunity
The Role of Bank Regulations in Repo Market Disfunction
US Economy Powers Ahead
Espresso
What if investors get bored of AI?
An Investment Vision for European Defence
Optimizing your emerging markets equity portfolio
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
When Wall Street and Main Street Diverge
Mixed data does not preclude rate cuts
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
How gold hedges policy uncertainty when Fed leadership changes
Why the GCC Is Emerging as a Global Private Markets Hotspot
MPFL Section 172 Statement
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Geopolitical tensions remain elevated
Reinventing Shareholder Activism: Stewardship
History rhymes again
Investing in real assets with ETFs
Credit spreads signal confidence and risk
A new era of monetary and fiscal policy or back to the future? What investors should know
Long-Term Asset Class Forecasts: Q2 2025
GENIUS Act explained: What it means for crypto and digital assets
Can Convertibles Defy Markets and Keep Rallying?
Why It’s Time for China Equity to Go Solo
US government shutdown update: Risks emerge
Deregulation sparks financial sector momentum
Featured Insights
Quality’s role amid equity market uncertainty
US exceptionalism: Fading force or enduring edge?
Playback of Client Call: Liquidity Update with Global Trading
Emerging Market Debt Commentary: Q1 2025
Forward-Looking Climate Metrics in Corporate Bond Portfolios
What’s on the horizon for digital assets?
How to invest in crypto without buying crypto
Housing Market Faces Tepid Spring
Reduce Allocation to European Equities
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
ETF Impact Report 2025-2026
Bitcoin volatility and liquidity: Key trends for investors
Building resilience with private CRE
Tariffs Put Global Economy at Risk of Recession
Emerging Market Debt Commentary: February 2025
Fed on hold, but for how long?
2025 Global Retirement Reality Report: Canada Snapshot
Long-Term US Dollar Risks Persist
Climate Transition U.S. Corporate Bond Beta Strategy
A stronger emerging markets rally will need a new era of reforms
Why were funds so short
Sector ETF Momentum Map
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Global High Yield Update: Q3 2025
Monthly Cash Review – GBP
2024 US Retirement Reality Report: US Snapshot
2025 Global Retirement Reality Report: UK Snapshot
Long-Term Asset Class Forecasts: Q4 2025
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
2020 Vision: Focus on Finding Opportunities
Emerging Market Debt Commentary: January 2026
The Top 5 Themes for the US Market in 2026
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Little Relief in Current Data
Spotting Trends: Sectors to Consider in a Changed World
Q4 2025 Credit Research Outlook
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Two-Sided Risks to US Soft Landing
What the US government shutdown means for markets and the economy
The Case For Enhanced Active Strategies
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
No real joy in the UK Budget
Weak US jobs data likely seals September rate cut
Euro, yen gain as dollar weakens
An enhanced approach to broad Emerging Markets equity exposure
US inflation data supports Fed rate cut outlook
Why have convertible bonds outperformed equities in 2025?
US consumer buffer continues to thin
US small-caps: primed for potential upside
The changing makeup of the Global Market Portfolio
Capture AI upside while managing Tech volatility
Fixed income’s year end de-risk supports CLO allocations
2025 Global Retirement Reality Report: Australia Snapshot
China’s 2020 National People’s Congress: The Big Policy Pivot
SPDR® ETFs Throughout the COVID-19 Crisis
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
Separating Fact from Fear in Japanese Investing
Supreme court IEEPA tariff decision could raise market risk
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Elections
Sustainability Data Governance and Oversight in Asset Management
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Volatility Guardrails for Uncertain Times
Little to See, Much to Worry About
60/40 strategy regains strength
Emerging Market Debt Commentary: January 2025
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Long-Term Asset Class Forecasts: Q3 2025
2025 European Wealth Manager Survey
Long-Term Asset Class Forecasts: Q1 2026
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
US labor soft, but no acute stress
Scope 3 emissions in investment decision-making: An analysis
Fed dissent signals policy shift ahead
Quality continues to offer investors an opportunity in US equities
Uncommon Sense
Momentum Sails On, For Now
An Advanced Perspective on Securities Lending
US inflation returns to historical sweet spot
3 Global High Yield Myths That Just Don’t Hold Up
Three reasons to implement a sector strategy
From income to outcomes: The evolution and future of fixed income
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Emerging market debt outlook: The return of ‘Goldilocks’
Fed shift hits USD
UK Headline Inflation Accelerates
Mixed Signals, Murky Outlook
Alternatives Outlook 2026
Emerging Market Debt Commentary: Q4 2025
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
US tariffs: Sector risks and legal challenges ahead?
Six investment trends the summer has revealed
Convertibles Steer Through 2025 Turbulence Smoothly
Stewardship Activity Report: Q4 2024
Emerging Market Equities Outlook Q1 2026
Trump’s Trade War: What’s the Endgame?
High yield case study: how an index allocation can complement an active manager lineup
Sustainable Investing: 5 Key Questions Asset Owners Ask
Markets still view Fed independence as intact—here’s why
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Q1 Bond Outlook: Investor flows and inflation
Considerations for a long-dated US Treasury exposure
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Global Retirement Reality Report
Bond market shifts signal waning US advantage
SSGA Canadian Long-Term Asset Class Forecasts