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