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