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The One Question Series: You Ask. We Answer.
US payrolls data feels like fake resilience
Long-Term Asset Class Forecasts: Q1 2026
Supreme Court IEEPA tariff decision could raise market risk
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
MPFL Section 172 Statement
Markets tend to shake off geopolitical shocks
EMD Hard Currency
A New Leadership Era: Institutional Meets Individual
A new era of monetary and fiscal policy or back to the future? What investors should know
The case for active dividends
Market Forecasts: Q4 2025
Markets hold steady amid global tensions
Big Beautiful Bill brings tax clarity
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
The investor’s guide to digital assets
Rebalancing toward US Agg
Investing in Uncertain Times
February payroll shock flags AI job loss risk
Global High Yield Update—Q2 2025
The power of information ratio (IR) in active management
Quality continues to offer investors an opportunity in US equities
Climate Transition Euro Corporate Bond Beta Strategy
US small-caps in focus
The Gulf shock: Energy supply, markets, and macro spillovers
US exceptionalism: Fading force or enduring edge?
Safe havens reimagined: Saudi bonds surge as Treasurys falter
SDG integration into systematic portfolios
Improving fixed income portfolio resilience with leveraged loans
Climate Transition Corporate Bond Beta Investing Approach
An enhanced approach to broad Emerging Markets equity exposure
We Maintain No-Recession Call Despite GDP Data
Stewardship Activity Report: Q4 2024
Separating Fact from Fear in Japanese Investing
India in 2025: A tale of contrasting risk perception?
Scope 3 emissions in investment decision-making: An analysis
Reduce Allocation to European Equities
Market Forecasts: Q1 2026
High uncertainty doesn’t mean indefinite Fed inaction
Get ahead of the Fed: Financials may get a boost from rate cuts
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Investment trends among sovereign wealth funds
NOK shows promise, CAD faces pressure
Emerging Market Debt Commentary: July 2025
Emerging Market Debt: Enhancing a Global Bond Portfolio
From defensive to dynamic: Utilities enter a new era of growth
US macro data stronger than expected
Navigating the European Defence Investment Landscape
Fed holds steady amid rising labor concerns
Hawkish Fed supports USD
The whole truth behind the Fed’s rate cuts
Closing time: How passive investing is reshaping equity market microstructure
GCC reforms spark resilient market growth
The yield curve's message for equity markets
Why elevated risk may favour the energy equity sector
An advanced perspective on securities lending
Why invest in actively managed ETFs?
How to invest in crypto without buying crypto
A new agenda for sustainable investing research: A Q&A
Skilling Up During Disruption
No real joy in the UK Budget
The changing makeup of the Global Market Portfolio
Energy‑led risks under watch
Short shocks, longer echoes
July rate cut unlikely
PriceStats Analysis
Oil retreat supports contained inflation outlook
Global Retirement Reality Report
The rise of the Core-Satellite approach in fixed income portfolio construction
India IT adapts to the AI shift
US retail sales and confidence weaken
How to value bitcoin: Valuation frameworks for investors
Are rate cuts off the table in Australia?
Reevaluating the India Equity Opportunity
Monthly Cash Review: August 2025 (USD)
US labor market softens, Fed rate cut likely in December
Iran conflict overshadows mixed global data
US labor data sends mixed signals
How EMEA-based insurers are approaching nature-related investing
60/40 strategy regains strength
Emerging Market Debt Commentary: Q1 2026
High yield case study: how an index allocation can complement an active manager lineup
USD to stabilize; JPY unresponsive to BoJ
2026 Credit Research Outlook
Long-Term Asset Class Forecasts: Q2 2025
Books Every Investor Should Read
Fundamentals favor the US
Q4 2025 Credit Research Outlook
Fed set for January hold
An Investment Vision for European Defence
Emerging Market Debt Commentary: April 2025
Global Market Portfolio 2025
Returns triple boost powers local emerging market debt outperformance
Sustainable Investing: 5 Key Questions Asset Owners Ask
GCC countries and India: A new era of economic collaboration
Long-Term Asset Class Forecasts: Q4 2025
What does the divergence in US soft and hard data mean?
2025 Global Retirement Reality Report: US Snapshot
Emerging Market Debt Commentary: November 2025
Q2 2025 Cash Outlook
Why bitcoin institutional demand is on the rise
Why various market risk metrics tell different stories
CAD, NOK poised to outperform
A stronger emerging markets rally will need a new era of reforms
Nature and biodiversity: investor objectives for risk and opportunity
Fixed income scenarios for the current market environment
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Mixed data does not preclude rate cuts
“Sanaenomics”: A Truss or a Meloni moment?
Tariffs Put Global Economy at Risk of Recession
Q2 2025 Credit Research Outlook
What Tariffs Mean for the Economy and Markets
Mixed Signals, Murky Outlook
Fixed income ETF fact v fiction
No Letup in Capital Expenditures
Brace for a volatile summer
Global Shariah equities: Quality investment for the future
Volatility Guardrails for Uncertain Times
AI comes for marketing
USD rebounds to neutral
Stewardship Report 2024
What’s driving S&P 500 valuations now?
The case for emerging markets small-cap equity
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Global Equities: Balancing Risks and Opportunities
Asset Tokenization in Capital Markets
Sustainability Data Governance and Oversight in Asset Management
Quality’s role amid equity market uncertainty
Waiting for the small-cap resurgence
US government layoffs raise labor market risks
The income squeeze: How market concentration is reshaping equity returns
Six investment trends the summer has revealed
Deconstructing equity returns: Insights for a new rate cycle
Emerging Market Debt Commentary: August 2025
Forward with focus
Emerging Market Debt Commentary: February 2026
2025 Global Retirement Reality Report: UK Snapshot
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Unlocking opportunity in the leveraged loan market
War or peace: Energy, inflation, Europe
Appetite for Risk Wanes
Long-Term Asset Class Forecasts: Q2 2026
SSGA Canadian Long-Term Asset Class Forecasts
Global High Yield Update: Q3 2025
Constructive outlook on commodities
Markets still view Fed independence as intact—here’s why
From income to outcomes: The evolution and future of fixed income
Takaichi’s policies fuel Japan’s market rally
Tokenization of assets: How it’s reshaping finance and markets
Playback of Client Call: Liquidity Update with Global Trading
US consumer buffer continues to thin
2024 ETF Impact Survey
Reducing underweight in US Agg
Emerging Market Debt Market Commentary: Q2 2025
Monthly Cash Review – EUR
What the US government shutdown means for markets and the economy
Macroeconomic Outlook 2026
Real assets insights: Q1 2026
Market trends
The Rise in Systematic Credit Investing
SSGAL Section 172 Statement
What is the Global Market Portfolio?
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Leveraged Loans at State Street Investment Management
US inflation supports September rate cut
Tariffs Test S&P 500 Margins
Global High Yield Update – Q1 2025
US inflation data supports Fed rate cut outlook
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Global Growth Dips Amid Uncertainty
What to Know About the Dutch Pension Reform
Monthly Cash Review – GBP
Private credit dispersion: Rising stress, not systemic disruption
Fed shift hits USD
Q2 Investment Outlook
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Democratizing Private Markets: Strategic Insights and the Path Forward
SAFI turns 2: Delivering consistent alpha, controlled risk
Emerging market debt outlook: Enduring strength
How to Position for Geopolitical Shocks During Trump 2.0
Crisis conditions favor USD
Mega-cap IPOs: Implications for institutional investors and index managers
Weak US jobs data likely seals September rate cut
Why It’s Time for China Equity to Go Solo
US inflation returns to historical sweet spot
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
The evolution and future of fixed income
The case for collateralised loan obligations for European investors
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Why are Public Pension Funds re-thinking allocations?
How Fixed Income Can (Still) Provide an Anchor to Windward
Housing Market Faces Tepid Spring
China’s 2020 National People’s Congress: The Big Policy Pivot
The Case For Enhanced Active Strategies
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
ECB Cuts Rate and Signals More Easing
GENIUS Act explained: What it means for crypto and digital assets
3 Global High Yield Myths That Just Don’t Hold Up
How is the GCC positioned for the global AI race?
The future of crypto: Why smart investors are backing the ecosystem
Making Sense of the Current US Treasury Market
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
One Question Series: Should I Consider Systematic Active Fixed Income?
Emerging Market Equities Outlook Q1 2026
Fed on hold, but for how long?
Emerging Market Debt Commentary: October 2025
Impact Investing vs. Sustainable Outcome Investing
2024 US Retirement Reality Report: US Snapshot
European Aristocrat Strategies
Iran war: Energy normalization drifts further away
State Street Global Advisors Rebrands as State Street Investment Management
Active Quantitative Equity Quarterly
US tariffs: Sector risks and legal challenges ahead?
Capturing opportunity as the equity landscape evolves
US labor market signals persistent softness
The Rise of Sukuk from Shariah Roots to Global Opportunity
Why the GCC Is Emerging as a Global Private Markets Hotspot
US real GDP cools sharply in Q4 2025
Considerations for a long-dated US Treasury exposure
US inflation mixed, labor data worsens
Market Forecasts: Q3 2025
US equities: Euphoria, fragility, and the search for clarity
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Mapping the sustainable investing spectrum of capital
Defensive factor strategies taming the US equities bear
The path ahead for GCC equities
How AI is reshaping emerging markets equities
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Consistency as a compass in emerging market equities
Hedging China bond exposures: strategic considerations
Emerging Market Debt Commentary: January 2026
Long-Term Asset Class Forecasts: Q3 2025
Capital Adequacy Disclosures
Why every institutional investor should use a TAA implementation
Emerging market debt: Why index choice matters
Geopolitics at the center of financial markets
Nature as an asset: the relevance of biodiversity for investors
Why have convertible bonds outperformed equities in 2025?
Featured Insights
More gleam for gold in the Global Market Portfolio
The US Dollar Free Lunch Is Over. What Now? NOK investors
2025 Global Retirement Reality Report: Canada Snapshot
Geopolitical tensions remain elevated
Prefer longer-duration bonds
How is AI reshaping emerging market equity opportunities?
Alternatives Outlook 2026
Forward with focus: Implementation Guide
Should you be worried about Fed independence?
US industry shows signs of revival
What’s on the horizon for digital assets?
2025 markets rally through turbulence
2025 Global Retirement Reality Report: Australia Snapshot
Optimizing your emerging markets equity portfolio
Building a Tactical Asset Allocation Overlay With Derivatives
Trimming risk, staying constructive
Third Quarter 2019 Forecast
Gold takes center stage
Markets reprice, earnings endure
How AI is transforming investment management: State Street’s strategic approach
Iran war complicates global policy outlook
Temporary Rise in US Inflation Ahead
We raise our global growth forecast
How gold hedges policy uncertainty when Fed leadership changes
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Elections
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Bitcoin volatility and liquidity: Key trends for investors
Why the AI CapEx cycle may have more staying power than you think
Are yields entering a new phase?
US rate cut likely despite growing doubts
AI meets accountability
Why the global macro data crisis is everyone’s problem
Looking for a Signal in the Noise
Emerging Market Debt Commentary: Q1 2025
Emerging market debt outlook: The return of ‘Goldilocks’
Digital assets: The next frontier for markets and investors
Forward-Looking Climate Metrics in Corporate Bond Portfolios
US Tariffs Break the USD Bull Case
Equities remain our top preference
Trim equities, add duration
US small-caps: primed for potential upside
Bank Deposits Versus Money Market Funds
Fixed Income Outlook 2026
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Long-Term US Dollar Risks Persist
Why we don’t trade headlines: Systematic investors rely on core risk controls
Investing in digital assets: Educational resources for investors
PCE inflation steady but elevated
A Better Macro Policy Framework for Europe
Inflation shocks test global economic resilience
The economics of AI-driven productivity
Market Forecasts: Q2 2026
Uncommon Sense
Fed cuts rates again, December move uncertain
Investing in the intelligence economy: AI opportunities across global sectors
Hawkish Words, Dovish Moves
The Gulf's capital transformation
When Wall Street and Main Street Diverge
Market Forecasts: Q2 2025
Convertibles Tough Out Trump Mega Volatility
How the Iran War could impact Australia’s infrastructure
Fed rate cuts spark US housing revival
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Tariffs, Transshipping, and the Trouble with Vietnam
Identifying Sustainable Outcome Investments
Trump’s Trade War: What’s the Endgame?
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
The US Dollar Free Lunch Is Over. What Now? USD investors
Emerging Market Debt Commentary: Q4 2025
History rhymes again
Global High Yield – 2025 in Review and 2026 Outlook
Volatility positioning: How to hold on for the ride
Japan: Weighing the equity landscape
US labor soft, but no acute stress
China’s market disconnect
What if investors get bored of AI?
Hungary’s election: Risks, premia, and market pricing
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Emerging Market Equities: Climbing the Wall of Worry
Middle East conflict: Is an end in sight by April?
The case for Saudi Enhanced Equity exposure
2025 European Wealth Manager Survey
Credit spreads signal confidence and risk
Next Fed Cut Could Be in July, Not June
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Why investors should continue to climb the wall of worry
Q2 2025 SAFI commentary
Equities favored as outlook brightens
Return expectations from the Global Market Portfolio
Climate Transition U.S. Corporate Bond Beta Strategy
Grey Swans 2026
2025 Global Retirement Reality Report: Ireland Snapshot
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Fed dissent signals policy shift ahead
Building resilience with private CRE
Are Foreign Investors Really “Dumping” US Treasury Bonds?
How JGBs outshine G4 peers on term spreads
The Top 5 Themes for the US Market in 2026
Emerging Market Debt Commentary: Q3 2025
Equity Market Outlook 2026
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
The Markets
Thriving through turbulence: European small-caps surge
Inflation Expectations Rocket to Multi-Decade Highs
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Euro, yen gain as dollar weakens
Iran risks support JPY; USD softens
Investing in real assets with ETFs
Global growth under pressure from energy risks
Powell hints at rate cuts at Jackson Hole
Labor market softness deepens
Six Grey Swans that could move markets in 2026
Beyond AI: The broadening of equity market leadership
The US Dollar Free Lunch Is Over. What Now? EUR investors
How to invest in AI
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
US government shutdown update: Risks emerge