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