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Fed rate cuts spark US housing revival
The income squeeze: How market concentration is reshaping equity returns
The Rise in Systematic Credit Investing
Making Sense of the Current US Treasury Market
Alternatives Outlook 2026
The US Dollar Free Lunch Is Over. What Now? USD investors
US payrolls data feels like fake resilience
Deconstructing equity returns: Insights for a new rate cycle
Emerging Market Debt Commentary: January 2025
The US Dollar Free Lunch Is Over. What Now? GBP Investors
What’s driving S&P 500 valuations now?
Diversification in focus: JP Morgan announces changes to EMD benchmarks
NOK shows promise, CAD faces pressure
US small-caps in focus
Emerging Market Debt Commentary: Q4 2024
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
What Tariffs Mean for the Economy and Markets
Mapping the sustainable investing spectrum of capital
From income to outcomes: The evolution and future of fixed income
UK Headline Inflation Accelerates
Trump’s Trade War: What’s the Endgame?
Global High Yield Update: Q3 2025
Why the AI CapEx cycle may have more staying power than you think
The US Dollar Free Lunch Is Over. What Now? CHF Investors
The rise of the Core-Satellite approach in fixed income portfolio construction
Hawkish Words, Dovish Moves
Long-Term Asset Class Forecasts: Q2 2025
Bond market shifts signal waning US advantage
Emerging Market Debt: Enhancing a Global Bond Portfolio
Allocation to Europe Equities Increased
Stewardship Activity Report: Q4 2024
Separating Fact from Fear in Japanese Investing
Skilling Up During Disruption
2025 Global Retirement Reality Report: Australia Snapshot
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Scope 3 emissions in investment decision-making: An analysis
Six Grey Swans That Could Move Markets in 2025
Fixed Income Outlook 2026
Tokenization of assets: How it’s reshaping finance and markets
Hawkish Fed supports USD
Credit spreads signal confidence and risk
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Climate Transition Euro Corporate Bond Beta Strategy
The US Dollar Free Lunch Is Over. What Now? NOK investors
Active Quantitative Equity Quarterly
Emerging Market Debt Market Commentary: Q2 2025
Little to See, Much to Worry About
2025 Credit Research Outlook
Will These Grey Swans Take Flight in 2025?
Emerging Market Debt Commentary: February 2025
Why bitcoin institutional demand is on the rise
Cracks Appear in Bullish US Dollar Story
Fed cuts rates again, December move uncertain
July rate cut unlikely
US rate cut likely despite growing doubts
A New Leadership Era: Institutional Meets Individual
Takaichi’s policies fuel Japan’s market rally
Why are Public Pension Funds re-thinking allocations?
Mega-caps reshape market dynamics
The Misconception of Value Investing in the Eurozone
The Markets
MPFL Section 172 Statement
Return expectations from the Global Market Portfolio
Monthly Cash Review - GBP
Global Growth Dips Amid Uncertainty
US inflation returns to historical sweet spot
What is the Global Market Portfolio?
Leveraged Loans at State Street Investment Management
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
US Employment Report Triggers Rate Cuts Rethink
Powell hints at rate cuts at Jackson Hole
Prefer longer-duration bonds
Euro, yen gain as dollar weakens
India in 2025: A tale of contrasting risk perception?
A stronger emerging markets rally will need a new era of reforms
How is the GCC positioned for the global AI race?
How to invest in crypto without buying crypto
US inflation supports September rate cut
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Emerging Market Debt Outlook: All Roads Lead to the US
Fixed Income 2025: Roadmap
2024 US Retirement Reality Report: US Snapshot
Small caps poised for a comeback
Real assets insights: Q3 2025
How JGBs outshine G4 peers on term spreads
Growing Tariff Anxiety Overshadows Payrolls Data
US tariffs: Sector risks and legal challenges ahead?
Global High Yield Update – Q1 2025
2023 Global Retirement Reality Report: Ireland Snapshot
We raise our global growth forecast
Emerging Market Debt Commentary: August 2025
We Maintain No-Recession Call Despite GDP Data
Global Market Portfolio 2025
Monthly Cash Review – EUR
Valuation tension in resilient credit
Fed rate cut sparks mixed market moves
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Third Quarter 2019 Forecast
Big Beautiful Bill brings tax clarity
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
US equities: Euphoria, fragility, and the search for clarity
US labor market softens, Fed rate cut likely in December
Fed on hold, but for how long?
How to Position for Geopolitical Shocks During Trump 2.0
Market Forecasts: Q4 2025
From defensive to dynamic: Utilities enter a new era of growth
Prospects for a Turnaround in European Equity Fortunes
Investing in Uncertain Times
What the US government shutdown means for markets and the economy
Three Surprises for 2025: Overcoming One-way Investor Sentiment
Monthly Cash Review: August 2025 (USD)
Fixed Income 2025: Return of the Sovereigns
German Election: “Alternative zur Stagnation?”
US retail sales and confidence weaken
Long-Term Asset Class Forecasts: Q1 2025
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
US small-caps: primed for potential upside
Climate Transition Corporate Bond Beta Investing Approach
The Gulf's capital transformation
Nature as an asset: the relevance of biodiversity for investors
2025 Global Retirement Reality Report: Canada Snapshot
SSGA Canadian Long-Term Asset Class Forecasts
When Wall Street and Main Street Diverge
US government layoffs raise labor market risks
Policy Action Overshadows February Jobs Report
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
The changing makeup of the Global Market Portfolio
A strategic foundation: twenty years of real assets
Can Australia Survive A Trade War?
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Beyond Banks: Financial Stocks and Trump
Bond Sell-Off: Implications for the US and UK Markets
Emerging Market Debt Commentary: Q3 2025
Sustainable Investing: 5 Key Questions Asset Owners Ask
Could ‘70s Era Stagflation Make a Comeback?
Books Every Investor Should Read
Hedging China bond exposures: strategic considerations
How EMEA-based insurers are approaching nature-related investing
60/40 strategy regains strength
The US Dollar Free Lunch Is Over. What Now? EUR investors
5 Emerging Market Wildcards for 2025
Temporary Rise in US Inflation Ahead
Emerging Market Equities: Climbing the Wall of Worry
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Why It’s Time for China Equity to Go Solo
Improving fixed income portfolio resilience with leveraged loans
2024 ETF Impact Survey
Momentum Sails On, For Now
The evolution and future of fixed income
Mixed Signals, Murky Outlook
Tariffs Test S&P 500 Margins
Saudi Arabia: A Shelter from the Debt Storm?
Yielding Power: What Militarizing Europe Means for its Bond Markets
Global Equities: Balancing Risks and Opportunities
Tariffs Put Global Economy at Risk of Recession
More Storms Brewing: Are Tariffs on Europe Next?
Why have convertible bonds outperformed equities in 2025?
Earnings strength defies uncertainty
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
What if investors get bored of AI?
US exceptionalism: Fading force or enduring edge?
What does the divergence in US soft and hard data mean?
Emerging Market Debt Commentary: November 2025
Building resilience with private CRE
Emerging Market Debt Commentary: October 2025
2025 European Wealth Manager Survey
US Sovereign Wealth Fund A Behemoth in the Making?
More gleam for gold in the Global Market Portfolio
Q2 2025 Credit Research Outlook
Tech turns defensive as labor weakens
Beyond AI: The broadening of equity market leadership
An Investment Vision for European Defence
How AI is reshaping emerging markets equities
“Sanaenomics”: A Truss or a Meloni moment?
Q4 2025 Credit Research Outlook
Global High Yield Update—Q2 2025
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Global Shariah equities: Quality investment for the future
BoJ Rate Now at 17-Year High
Playback of Client Call: Liquidity Update with Global Trading
State Street Global Advisors Rebrands as State Street Investment Management
Elections
Fed shift hits USD
Next Fed Cut Could Be in July, Not June
US inflation data supports Fed rate cut outlook
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Digital assets: The next frontier for markets and investors
ECB Cuts Rate and Signals More Easing
Equities favored as outlook brightens
2023 Global Retirement Reality Report: UK Snapshot
A new era of monetary and fiscal policy or back to the future? What investors should know
Six investment trends the summer has revealed
Q2 2025 Cash Outlook
Uncommon Sense
The Rise of Sukuk from Shariah Roots to Global Opportunity
Germany's Fiscal Shift: Market Implications and Global Ripples
Why Investors Should Continue to Climb the Wall of Worry
GENIUS Act explained: What it means for crypto and digital assets
Long-Term US Dollar Risks Persist
Impact Investing vs. Sustainable Outcome Investing
Emerging market debt outlook: The return of ‘Goldilocks’
PCE inflation steady but elevated
Opportunities and Risks Related to Emerging Technologies
DeepSeek’s Game-Changing Implications for the AI Play
2023 Global Retirement Reality Report: US Snapshot
High yield case study: how an index allocation can complement an active manager lineup
AI comes for marketing
Convertibles Steer Through 2025 Turbulence Smoothly
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
European Aristocrat Strategies
Investing in digital assets: Educational resources for investors
Defensive factor strategies taming the US equities bear
Stewardship Report 2024
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Why invest in actively managed ETFs?
One Question Series: Should I Consider Systematic Active Fixed Income?
The whole truth behind the Fed’s rate cuts
The future of crypto: Why smart investors are backing the ecosystem
Q2 2025 SAFI commentary
Investing in real assets with ETFs
2025 Global Retirement Reality Report: US Snapshot
Inflation Expectations Rocket to Multi-Decade Highs
The Case For Enhanced Active Strategies
US Economy Powers Ahead
Long-Term Asset Class Forecasts: Q4 2025
Rethinking the Role of Bonds in Multi-Asset Portfolios
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Macroeconomic Outlook 2026
Global Retirement Reality Report
Weak US jobs data likely seals September rate cut
Building a Tactical Asset Allocation Overlay With Derivatives
EMD Hard Currency
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
US labor market signals persistent softness
Fed dissent signals policy shift ahead
Tariff Risk Looms Large
Get ahead of the Fed: Financials may get a boost from rate cuts
Volatility Guardrails for Uncertain Times
The US Dollar Free Lunch Is Over. What Now? SEK Investors
SDG integration into systematic portfolios
Emerging Market Debt Commentary: July 2025
Why every institutional investor should use a TAA implementation
Equity Market Outlook 2026
Forward with focus
Smart Beta Compass
Data Keeps Alive Chance of March Fed Cut
Recalibration Day
Two-Sided Risks to US Soft Landing
Are rate cuts off the table in Australia?
Market Forecasts: Q1 2025
One Question Series: How Can Fixed Income Help Manage Uncertainty?
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Geopolitical tensions remain elevated
Market Forecasts: Q2 2025
Quality continues to offer investors an opportunity in US equities
Waiting for the small-cap resurgence
Can the Bank of Japan Continue to Swim Against the Tide?
A new agenda for sustainable investing research: A Q&A
Tariffs, Transshipping, and the Trouble with Vietnam
Equities remain our top preference
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Asset Tokenization in Capital Markets
Constructive outlook on commodities
Optimizing your emerging markets equity portfolio
Why the GCC Is Emerging as a Global Private Markets Hotspot
India’s trade faces tariff shock
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Little Relief in Current Data
Consistency as a compass in emerging market equities
Capital Adequacy Disclosures
Climate Transition U.S. Corporate Bond Beta Strategy
Reduce Allocation to European Equities
Are Foreign Investors Really “Dumping” US Treasury Bonds?
January CPI Hotter Than Expected
Emerging Market Debt Commentary: April 2025
Q1 2025 Cash Outlook
What’s on the horizon for digital assets?
No Letup in Capital Expenditures
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Looking for a Signal in the Noise
SSGAL Section 172 Statement
Evolution of Trading in Emerging Markets
Diversification proves critical in 2025
An enhanced approach to broad Emerging Markets equity exposure
Deregulation sparks financial sector momentum
CAD, NOK poised to outperform
2025 Global Retirement Reality Report: Ireland Snapshot
Emerging Market Debt Commentary: Q1 2025
GCC reforms spark resilient market growth
Brace for a volatile summer
No real joy in the UK Budget
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Why Chinese Government Bonds Warrant Attention… and Caution
Gold’s resilience flags hidden market risks
A Better Macro Policy Framework for Europe
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
The One Question Series: You Ask. We Answer.
US macro data stronger than expected
2025 Global Retirement Reality Report: UK Snapshot
Considerations for a long-dated US Treasury exposure
Australian Retirement Survey During a Time of Change
Overweight in European Equities
Appetite for Risk Wanes
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Market Forecasts: Q3 2025
Markets hold steady amid global tensions
Reducing underweight in US Agg
US inflation mixed, labor data worsens
The case for collateralised loan obligations for European investors
How Fixed Income Can (Still) Provide an Anchor to Windward
Unlocking opportunity in the leveraged loan market
Don’t Sell the US Dollar Yet
Volatility positioning: How to hold on for the ride
Housing Market Faces Tepid Spring
China’s 2020 National People’s Congress: The Big Policy Pivot
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
An Advanced Perspective on Securities Lending
Convertibles Tough Out Trump Mega Volatility
Reversal of Fortune: Tech Equities Lag the Rest
GCC countries and India: A new era of economic collaboration
Commodities Now an Overweight
Reevaluating the India Equity Opportunity
How is AI reshaping emerging market equity opportunities?
US government shutdown update: Risks emerge
Global High Yield Year in Review
Long-Term Asset Class Forecasts: Q3 2025
US Tariffs Break the USD Bull Case
Returns triple boost powers local emerging market debt outperformance
Why the global macro data crisis is everyone’s problem
3 Global High Yield Myths That Just Don’t Hold Up
Small Caps: More Than Just a Factor Premium
Navigating the European Defence Investment Landscape
Thriving through turbulence: European small-caps surge
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
High uncertainty doesn’t mean indefinite Fed inaction
Should you be worried about Fed independence?