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Emerging Market Debt Commentary: August 2025
Market Forecasts: Q1 2025
Climate Transition Corporate Bond Beta Investing Approach
Key Trends from Australia’s Reporting Season - February
Steady Global Growth Masks Considerable Risks
US equities: Euphoria, fragility, and the search for clarity
Making Sense of the Current US Treasury Market
Deconstructing equity returns: Insights for a new rate cycle
Overweight in European Equities
How to Position for Geopolitical Shocks During Trump 2.0
US small-caps in focus
Elections Extend US Dollar Strength
A stronger emerging markets rally will need a new era of reforms
Q2 2025 Credit Research Outlook
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
DeepSeek’s Game-Changing Implications for the AI Play
Data Keeps Alive Chance of March Fed Cut
SSGA Canadian Long-Term Asset Class Forecasts
January CPI Hotter Than Expected
A new agenda for sustainable investing research: A Q&A
Momentum Sails On, For Now
AQE Commentary: Volatility Among Historically Divergent Sectors in Now Converging
When Wall Street and Main Street Diverge
Inflation Signals December Rate Cut
Odds of Fed December Cut Increase
Part 1: Quant Investing - Comparing and Contrasting
US Tariffs Break the USD Bull Case
Australian Retirement Survey During a Time of Change
What’s on the horizon for digital assets?
The Case for US Innovation and Growth
Fed dissent signals policy shift ahead
Improving fixed income portfolio resilience with leveraged loans
Emerging Market Debt Commentary: October 2025
US exceptionalism: Fading force or enduring edge?
Weak US jobs data likely seals September rate cut
What’s driving S&P 500 valuations now?
The Global Trend of Positive Stock/Bond Correlation
Evolution of Trading in Emerging Markets
Long-Term US Dollar Risks Persist
2023 Global Retirement Reality Report: Ireland Snapshot
A strategic foundation: twenty years of real assets
US tariffs: Sector risks and legal challenges ahead?
Q2 2025 Cash Outlook
Don’t Overpay to Be Defensive
How Fixed Income Can (Still) Provide an Anchor to Windward
What Tariffs Mean for the Economy and Markets
Reinventing Shareholder Activism: Stewardship
India in 2025: A tale of contrasting risk perception?
US labor market signals persistent softness
Rising APAC gold ownership supports bullish price momentum
Separating Fact from Fear in Japanese Investing
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Consistency as a compass in emerging market equities
Emerging market debt outlook: The return of ‘Goldilocks’
US government shutdown update: Risks emerge
Fund Literature & PDS
Powell hints at rate cuts at Jackson Hole
Can Bitcoin and gold co-exist in a portfolio?
MIFID II Best Execution Reporting - 2018
Three Reasons Why The RBA Should Frontload Cuts
Why We’re Going Positive on Semiconductor Manufacturers in Emerging Markets
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Hawkish Words, Dovish Moves
Markets hold steady amid global tensions
Germany's Fiscal Shift: Market Implications and Global Ripples
Fed rate cut sparks mixed market moves
2025 Global Retirement Reality Report: Canada Snapshot
Prospects for a Turnaround in European Equity Fortunes
Long-Term Asset Class Forecasts: Q3 2025
2024 US Retirement Reality Report: US Snapshot
Emerging Market Debt Market Commentary: Q2 2025
Capital Adequacy Disclosures
Market Forecasts: Q2 2025
US payrolls data feels like fake resilience
Optimizing your emerging markets equity portfolio
3 Global High Yield Myths That Just Don’t Hold Up
Gold For Australian Investors: A Portfolio Diversifier With Staying Power
2025 Global Retirement Reality Report: Ireland Snapshot
Looking for a Signal in the Noise
Fixed Income 2025: Return of the Sovereigns
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Global Shariah equities: Quality investment for the future
More Storms Brewing: Are Tariffs on Europe Next?
Podcast: The Defensive Dilemma: How Investors Can Balance Equity Market Upside & Downside Participation
Macroeconomic Outlook 2026
Deregulation sparks financial sector momentum
Featured Insights
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
The Gulf's capital transformation
Putting Companies in the Driver’s Seat to Enhance ESG Reporting
Tokenization of assets: How it’s reshaping finance and markets
Emerging Markets Beyond China
Mixed Signals, Murky Outlook
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Waiting for the small-cap resurgence
‘Value-Up’ Governance Arrives in China
Tariffs, Transshipping, and the Trouble with Vietnam
Hawkish Fed supports USD
US labor market softens, Fed rate cut likely in December
US inflation mixed, labor data worsens
Emerging Market Equities: Climbing the Wall of Worry
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
A Better Macro Policy Framework for Europe
GENIUS Act explained: What it means for crypto and digital assets
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Gold’s resilience flags hidden market risks
Allocation to Europe Equities Increased
Tariffs Put Global Economy at Risk of Recession
How AI is reshaping emerging markets equities
SSGAL Pillar 3 Disclosure Statement 2019
Housing Market Faces Tepid Spring
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Equities favored as outlook brightens
Inflation Expectations Rocket to Multi-Decade Highs
Why every institutional investor should use a TAA implementation
No Letup in Capital Expenditures
Monthly Cash Review: December 2025 (USD)
US inflation data supports Fed rate cut outlook
German Election: “Alternative zur Stagnation?”
Bond Sell-Off: Implications for the US and UK Markets
Confession season stems equity rally
Hedging China bond exposures: strategic considerations
Recalibration Day
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Sentiment Improves for Fixed Income
Tariff Risk Looms Large
US macro data stronger than expected
Mapping the sustainable investing spectrum of capital
Fed rate cuts spark US housing revival
A New Leadership Era: Institutional Meets Individual
From income to outcomes: The evolution and future of fixed income
Expectations of Near-Term Multiple Rate Cuts Are Premature, Data Suggests
One Question Series: Should I Consider Systematic Active Fixed Income?
Regaining Retirement Confidence in a Post-Pandemic Environment
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
FX Forward: Currency Market Outlook: Q4 2018
Brace for a volatile summer
Q1 2025 Cash Outlook
An Advanced Perspective on Securities Lending
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Forging Portfolio Resilience: Evaluating Bonds and Alternative Hedges
US inflation returns to historical sweet spot
Why the GCC Is Emerging as a Global Private Markets Hotspot
The One Question Series: You Ask. We Answer.
BoJ Rate Now at 17-Year High
Small Caps: More Than Just a Factor Premium
Policy tightness threatens soft landing
Fixed Income Outlook 2026
Tariffs Market Economy
Fed on hold, but for how long?
Building resilience with private CRE
US Economy Powers Ahead
US Employment Report Triggers Rate Cuts Rethink
5 Emerging Market Wildcards for 2025
The income squeeze: How market concentration is reshaping equity returns
Emerging Market Debt Outlook: All Roads Lead to the US
How to manage strategic currency exposure
Temporary Rise in US Inflation Ahead
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Trading Best Practices for Volatile Markets
Volatility positioning: How to hold on for the ride
Skilling Up During Disruption
Active Quantitative Equity Quarterly
Fed cuts rates again, December move uncertain
Global High Yield Update: Q3 2025
Volatility Guardrails for Uncertain Times
Why It’s Time for China Equity to Go Solo
2025 Global Retirement Reality Report: Australia Snapshot
Third Quarter 2019 Forecast
The changing makeup of the Global Market Portfolio
Emerging Market Debt Commentary: January 2025
NOK shows promise, CAD faces pressure
India’s trade faces tariff shock
AI comes for marketing
Should you be worried about Fed independence?
UK Headline Inflation Accelerates
GCC countries and India: A new era of economic collaboration
Emerging Market Debt: Enhancing a Global Bond Portfolio
Two-Sided Risks to US Soft Landing
Stewardship Report 2024
US rate cut likely despite growing doubts
Geopolitical tensions remain elevated
Long-Term Asset Class Forecasts: Q1 2025
Closing the Retirement Savings Coverage Gap
US inflation supports September rate cut
ECB Cuts Rate and Signals More Easing
60/40 strategy regains strength
Emerging Market Debt Commentary: February 2025
Long-Term Asset Class Forecasts: Q4 2025
Market Forecasts: Q3 2025
Earnings strength defies uncertainty
Part 3: Quant Investing - Best of Both Worlds
Protect Employees' Benefit Plan Data from Cyberattacks
Climate Transition U.S. Corporate Bond Beta Strategy
CAD, NOK poised to outperform
The future of crypto: Why smart investors are backing the ecosystem
Euro, yen gain as dollar weakens
Six Grey Swans That Could Move Markets in 2025
Big Beautiful Bill brings tax clarity
Why the global macro data crisis is everyone’s problem
Why We’re Going Positive on Semiconductor Manufacturers in Emerging Markets
Get ahead of the Fed: Financials may get a boost from rate cuts
Making Public Policy Work For You
Elections
How to invest in crypto without buying crypto
Why Chinese Government Bonds Warrant Attention… and Caution
Reevaluating the India Equity Opportunity
Emerging Market Debt Commentary: July 2025
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Climate Transition Euro Corporate Bond Beta Strategy
Tech turns defensive as labor weakens
Playback of Client Call: Liquidity Update with Global Trading
What is the Global Market Portfolio?
Investing in Uncertain Times
Into The Mainstream
Fed shift hits USD
Prefer longer-duration bonds
Can the Bank of Japan Continue to Swim Against the Tide?
Webinar: The Case for an 80/60 Strategy as Recession Risks Rise
The US dollar free lunch is over. What now?
We Maintain No-Recession Call Despite GDP Data
Spotting Trends: Sectors to Consider in a Changed World
Why bitcoin institutional demand is on the rise
Commodities Now an Overweight
Sustainable Investing: 5 Key Questions Asset Owners Ask
Emerging Market Debt Commentary: November 2024
US Sovereign Wealth Fund A Behemoth in the Making?
Scope 3 emissions in investment decision-making: An analysis
“Sanaenomics”: A Truss or a Meloni moment?
July rate cut unlikely
Long Term Asset Class Forecasts – Q1 2020
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Emerging Market Debt Commentary: April 2025
Don’t Sell the US Dollar Yet
What if investors get bored of AI?
Impact Investing vs. Sustainable Outcome Investing
Appetite for Risk Wanes
Emerging Market Debt Commentary: Q3 2025
Small caps poised for a comeback
US retail sales and confidence weaken
Trump’s Trade War: What’s the Endgame?
Investing in digital assets: Educational resources for investors
Portfolio Construction Beyond 60/40
2025 Credit Research Outlook
What the US government shutdown means for markets and the economy
Gold 2025 Midyear Outlook: A High(er) for Long(er) Gold Price Regime
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
GCC Region in Bloom
2025 Midyear Global Market Outlook
Fixed Income 2025: Roadmap
The Rise in Systematic Credit Investing
Emerging Market Debt Commentary: Q1 2025
What does the divergence in US soft and hard data mean?
Geopolitical Outlook 2025
Digital assets: The next frontier for markets and investors
How is the GCC positioned for the global AI race?
Into the Mainstream1
Trade Concerns Create Opportunities in European Equities
Unlocking opportunity in the leveraged loan market
Q2 2025 SAFI commentary
Nature as an asset: the relevance of biodiversity for investors
More gleam for gold in the Global Market Portfolio
Market Forecasts: Q4 2025
Tariffs Test S&P 500 Margins
The evolving GCC IPO market: Trends and investor implications
The rise of the Core-Satellite approach in fixed income portfolio construction
Real assets insights: Q3 2025
Italian Tax - SSGA Pooled Fund
Little to See, Much to Worry About
Forward with focus
SSGAL Section 172 Statement
Part 2: Quant Investing - Identifying Manager Skill: Are You Just Getting Smart Beta?
GCC reforms spark resilient market growth
US government layoffs raise labor market risks
Will These Grey Swans Take Flight in 2025?
The Misconception of Value Investing in the Eurozone
2025 Global Retirement Reality Report: UK Snapshot
Credit spreads signal confidence and risk
Considerations for a long-dated US Treasury exposure
Little Relief in Current Data
Return expectations from the Global Market Portfolio
Energy Transition and Decarbonization: Is Asia Prepared?
Takaichi’s policies fuel Japan’s market rally
Diversification proves critical in 2025
Mega-caps reshape market dynamics
PCE inflation steady but elevated
Cracks Appear in Bullish US Dollar Story
MIFID II Best Execution Reporting - 2019
High uncertainty doesn’t mean indefinite Fed inaction
Reduce Allocation to European Equities
Global High Yield Year in Review
SDG integration into systematic portfolios
Building a Tactical Asset Allocation Overlay With Derivatives
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Q4 2025 Credit Research Outlook
Alternatives Outlook 2026
Next Fed Cut Could Be in July, Not June
Reducing underweight in US Agg
Opportunities and Risks Related to Emerging Technologies
Forms, Notices & Policies
Are rate cuts off the table in Australia?
2022 Global Retirement Reality Report: UK Snapshot
Adding Alpha to Minimum-Volatility Equity Strategies
MPFL Section 172 Statement
Emerging Market Debt Commentary: Q4 2024
Constructive outlook on commodities
Global Market Portfolio 2025
Rethinking the Role of Bonds in Multi-Asset Portfolios
Long-Term Asset Class Forecasts: Q2 2025
2025 Global Retirement Reality Report: US Snapshot
Policy Action Overshadows February Jobs Report
China’s 2020 National People’s Congress: The Big Policy Pivot
Growing Tariff Anxiety Overshadows Payrolls Data
State Street Global Advisors Rebrands as State Street Investment Management
Why the AI CapEx cycle may have more staying power than you think
Bond market shifts signal waning US advantage
Has low volatility become risky
Stewardship Activity Report: Q4 2024
How JGBs outshine G4 peers on term spreads
Finishing Strong and Preparing for the Year Ahead
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Monthly fund commentary: State Street Floating Rate Fund
How to Invest: FAQ
From defensive to dynamic: Utilities enter a new era of growth
The Case For Enhanced Active Strategies
2022 Global Retirement Reality Report: US Snapshot
Valuation tension in resilient credit
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Can Australia Survive A Trade War?
Banks Will Act More as a Cushion Than A Cause in the Next Cycle
US Housing Activity Shifts
No real joy in the UK Budget
Equity Market Outlook 2026
Finding the Right Path: Implementation Guide
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Global High Yield Update – Q1 2025
Legal and Regulatory Notices
Understanding Money Market Funds
Global Retirement Reality Report
Global Growth Dips Amid Uncertainty
Beyond AI: The broadening of equity market leadership
Asset Tokenization in Capital Markets
EMD Hard Currency
The Markets
The Rise of Sukuk from Shariah Roots to Global Opportunity
Forward-Looking Climate Metrics in Corporate Bond Portfolios