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