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Long-Term Asset Class Forecasts: Q1 2025
Why bitcoin institutional demand is on the rise
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Mapping the sustainable investing spectrum of capital
Long-Term Asset Class Forecasts: Q3 2025
The Rise in Systematic Credit Investing
Finishing Strong and Preparing for the Year Ahead
US equities: Euphoria, fragility, and the search for clarity
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Sustainable Investing: 5 Key Questions Asset Owners Ask
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
2022 Global Retirement Reality Report: US Snapshot
2025 Credit Research Outlook
US labor market softens, Fed rate cut likely in December
Climate Transition U.S. Corporate Bond Beta Strategy
What’s driving S&P 500 valuations now?
US Economy Powers Ahead
Emerging Market Debt Commentary: Q4 2024
US Housing Activity Shifts
Powell hints at rate cuts at Jackson Hole
Data Keeps Alive Chance of March Fed Cut
3 Global High Yield Myths That Just Don’t Hold Up
From income to outcomes: The evolution and future of fixed income
A new agenda for sustainable investing research: A Q&A
The case for collateralised loan obligations for European investors
US rate cut likely despite growing doubts
The whole truth behind the Fed’s rate cuts
GCC countries and India: A new era of economic collaboration
Global Shariah equities: Quality investment for the future
Featured Insights
Sentiment Improves for Fixed Income
Geopolitical tensions remain elevated
2025 Global Retirement Reality Report: Ireland Snapshot
Weak US jobs data likely seals September rate cut
Policy Action Overshadows February Jobs Report
US inflation returns to historical sweet spot
Macroeconomic Outlook 2026
2025 Global Retirement Reality Report: UK Snapshot
US labor market signals persistent softness
Emerging Market Debt Commentary: Q3 2025
How is the GCC positioned for the global AI race?
Forward-Looking Climate Metrics in Corporate Bond Portfolios
US Employment Report Triggers Rate Cuts Rethink
Little Relief in Current Data
Deregulation sparks financial sector momentum
Appetite for Risk Wanes
Smart Beta Compass
Brace for a volatile summer
US macro data stronger than expected
Recalibration Day
2024 US Retirement Reality Report: US Snapshot
Trump’s Trade War: What’s the Endgame?
Building a Tactical Asset Allocation Overlay With Derivatives
Commodities Now an Overweight
Emerging Market Equities: Climbing the Wall of Worry
Temporary Rise in US Inflation Ahead
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Can Australia Survive A Trade War?
Market Forecasts: Q3 2025
Market Forecasts: Q4 2025
Germany's Fiscal Shift: Market Implications and Global Ripples
Emerging Market Debt: Enhancing a Global Bond Portfolio
Emerging Market Debt Commentary: February 2025
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
From defensive to dynamic: Utilities enter a new era of growth
CAD, NOK poised to outperform
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Inflation Signals December Rate Cut
UK Headline Inflation Accelerates
Market Forecasts: Q2 2025
Are rate cuts off the table in Australia?
Global Equities: Balancing Risks and Opportunities
Impact Investing vs. Sustainable Outcome Investing
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Nature as an asset: the relevance of biodiversity for investors
Why It’s Time for China Equity to Go Solo
Convertibles Steer Through 2025 Turbulence Smoothly
European Aristocrat Strategies
A New Leadership Era: Institutional Meets Individual
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Prospects for a Turnaround in European Equity Fortunes
Opportunities and Risks Related to Emerging Technologies
Monthly Cash Review – EUR
Capital Adequacy Disclosures
Return expectations from the Global Market Portfolio
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Six Grey Swans That Could Move Markets in 2025
Reversal of Fortune: Tech Equities Lag the Rest
More Storms Brewing: Are Tariffs on Europe Next?
Equity Market Outlook 2026
Small Caps: More Than Just a Factor Premium
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
An Investment Vision for European Defence
US small-caps in focus
High uncertainty doesn’t mean indefinite Fed inaction
Constructive outlook on commodities
A strategic foundation: twenty years of real assets
Get ahead of the Fed: Financials may get a boost from rate cuts
The US Dollar Free Lunch Is Over. What Now? EUR investors
Market Forecasts: Q1 2025
Beyond Banks: Financial Stocks and Trump
Odds of Fed December Cut Increase
ECB Cuts Rate and Signals More Easing
The Case for US Innovation and Growth
The Global Trend of Positive Stock/Bond Correlation
Why Chinese Government Bonds Warrant Attention… and Caution
Tech turns defensive as labor weakens
Regaining Retirement Confidence in a Post-Pandemic Environment
US government layoffs raise labor market risks
2023 Global Retirement Reality Report: UK Snapshot
Global Market Portfolio 2025
Little to See, Much to Worry About
Deconstructing equity returns: Insights for a new rate cycle
No real joy in the UK Budget
Global Retirement Reality Report
Fed cuts rates again, December move uncertain
Building resilience with private CRE
State Street Global Advisors Rebrands as State Street Investment Management
A new era of monetary and fiscal policy or back to the future? What investors should know
Two-Sided Risks to US Soft Landing
Why Investors Should Continue to Climb the Wall of Worry
2024 ETF Impact Survey
Could ‘70s Era Stagflation Make a Comeback?
Returns triple boost powers local emerging market debt outperformance
Rethinking the Role of Bonds in Multi-Asset Portfolios
Emerging Market Debt Commentary: August 2025
Hedging China bond exposures: strategic considerations
Defensive factor strategies taming the US equities bear
The US Dollar Free Lunch Is Over. What Now? NOK investors
Why have convertible bonds outperformed equities in 2025?
Long-Term Asset Class Forecasts: Q4 2025
The Rise of Sukuk from Shariah Roots to Global Opportunity
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Will These Grey Swans Take Flight in 2025?
Why the global macro data crisis is everyone’s problem
Hawkish Fed supports USD
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Long-Term US Dollar Risks Persist
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Momentum Sails On, For Now
Cracks Appear in Bullish US Dollar Story
Bond Sell-Off: Implications for the US and UK Markets
Climate Transition Corporate Bond Beta Investing Approach
January CPI Hotter Than Expected
Consistency as a compass in emerging market equities
Navigating the European Defence Investment Landscape
Prefer longer-duration bonds
Tariffs Test S&P 500 Margins
Fed dissent signals policy shift ahead
Q2 2025 Credit Research Outlook
Convertibles Tough Out Trump Mega Volatility
The changing makeup of the Global Market Portfolio
GENIUS Act explained: What it means for crypto and digital assets
Elections
Mega-caps reshape market dynamics
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
We Maintain No-Recession Call Despite GDP Data
Emerging Market Debt Commentary: January 2025
Emerging Market Debt Commentary: April 2025
Tokenization of assets: How it’s reshaping finance and markets
Scope 3 emissions in investment decision-making: An analysis
SSGAL Section 172 Statement
The rise of the Core-Satellite approach in fixed income portfolio construction
Volatility Positioning: How to Hold on for the Ride
A stronger emerging markets rally will need a new era of reforms
Improving fixed income portfolio resilience with leveraged loans
DeepSeek’s Game-Changing Implications for the AI Play
Considerations for a long-dated US Treasury exposure
2022 Global Retirement Reality Report: UK Snapshot
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Small caps poised for a comeback
Investing in Uncertain Times
Tariff Risk Looms Large
What the US government shutdown means for markets and the economy
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
Stewardship Activity Report: Q4 2024
SDG integration into systematic portfolios
How Fixed Income Can (Still) Provide an Anchor to Windward
The Gulf's capital transformation
How to Position for Geopolitical Shocks During Trump 2.0
Markets hold steady amid global tensions
Steady Global Growth Masks Considerable Risks
Third Quarter 2019 Forecast
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
2025 Global Retirement Reality Report: Canada Snapshot
Emerging Market Debt Commentary: November 2024
Housing Market Faces Tepid Spring
Emerging market debt outlook: The return of ‘Goldilocks’
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
GCC reforms spark resilient market growth
Playback of Client Call: Liquidity Update with Global Trading
Looking for a Signal in the Noise
The Misconception of Value Investing in the Eurozone
Can the Bank of Japan Continue to Swim Against the Tide?
US payrolls data feels like fake resilience
EMD Hard Currency
Reevaluating the India Equity Opportunity
2022 Global Retirement Reality Report: Ireland Snapshot
Mixed Signals, Murky Outlook
US retail sales and confidence weaken
One Question Series: Should I Consider Systematic Active Fixed Income?
Are Foreign Investors Really “Dumping” US Treasury Bonds?
The US Dollar Free Lunch Is Over. What Now? USD investors
Six investment trends the summer has revealed
Emerging Market Debt Outlook: All Roads Lead to the US
Tariffs Put Global Economy at Risk of Recession
Q1 2025 Cash Outlook
Q4 2025 Credit Research Outlook
How To Invest: A Step by Step Guide
Gold’s resilience flags hidden market risks
Next Fed Cut Could Be in July, Not June
Global High Yield Update—Q2 2025
Reduce Allocation to European Equities
How JGBs outshine G4 peers on term spreads
Waiting for the small-cap resurgence
Q2 2025 SAFI commentary
Fed rate cuts spark US housing revival
60/40 strategy regains strength
What is the Global Market Portfolio?
Asset Tokenization in Capital Markets
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Elections Extend US Dollar Strength
Global High Yield Update: Q3 2025
Overweight in European Equities
Fed on hold, but for how long?
Emerging Market Debt Commentary: Q1 2025
Monthly Cash Review: August 2025 (USD)
Digital assets: The next frontier for markets and investors
Uncommon Sense
US inflation supports September rate cut
Quality continues to offer investors an opportunity in US equities
MPFL Section 172 Statement
Why the AI CapEx cycle may have more staying power than you think
PCE inflation steady but elevated
Takaichi’s policies fuel Japan’s market rally
Growing Tariff Anxiety Overshadows Payrolls Data
Australian Retirement Survey During a Time of Change
2023 Global Retirement Reality Report: US Snapshot
Earnings strength defies uncertainty
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Global High Yield Update – Q1 2025
Global Growth Dips Amid Uncertainty
‘Value-Up’ Governance Arrives in China
Emerging Market Debt Commentary: October 2025
Forward with focus
India’s trade faces tariff shock
Don’t Sell the US Dollar Yet
US government shutdown update: Risks emerge
What’s on the horizon for digital assets?
Reducing underweight in US Agg
Emerging Market Debt Commentary: July 2025
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
The Markets
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Evolution of Trading in Emerging Markets
Separating Fact from Fear in Japanese Investing
Optimizing your emerging markets equity portfolio
Why every institutional investor should use a TAA implementation
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Active Quantitative Equity Quarterly
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
July rate cut unlikely
Big Beautiful Bill brings tax clarity
India in 2025: A tale of contrasting risk perception?
Should you be worried about Fed independence?
Unlocking opportunity in the leveraged loan market
Skilling Up During Disruption
US inflation mixed, labor data worsens
Real assets insights: Q3 2025
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Long-Term Asset Class Forecasts: Q2 2025
An Advanced Perspective on Securities Lending
The future of crypto: Why smart investors are backing the ecosystem
Equities favored as outlook brightens
Inflation Expectations Rocket to Multi-Decade Highs
BoJ Rate Now at 17-Year High
US exceptionalism: Fading force or enduring edge?
China’s 2020 National People’s Congress: The Big Policy Pivot
Climate Transition Euro Corporate Bond Beta Strategy
SSGA Canadian Long-Term Asset Class Forecasts
Policy tightness threatens soft landing
How to invest in crypto without buying crypto
Thriving through turbulence: European small-caps surge
2025 Global Retirement Reality Report: Australia Snapshot
Hawkish Words, Dovish Moves
Stewardship Report 2024
Why are Public Pension Funds re-thinking allocations?
Alternatives Outlook 2026
Fixed Income Outlook 2026
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
AI comes for marketing
Why the GCC Is Emerging as a Global Private Markets Hotspot
Q2 2025 Cash Outlook
Emerging Market Debt Market Commentary: Q2 2025
5 Emerging Market Wildcards for 2025
Bond market shifts signal waning US advantage
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
NOK shows promise, CAD faces pressure
German Election: “Alternative zur Stagnation?”
No Letup in Capital Expenditures
What if investors get bored of AI?
The One Question Series: You Ask. We Answer.
2025 European Wealth Manager Survey
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Euro, yen gain as dollar weakens
US tariffs: Sector risks and legal challenges ahead?
How AI is reshaping emerging markets equities
Diversification proves critical in 2025
Fixed Income 2025: Return of the Sovereigns
Tariffs, Transshipping, and the Trouble with Vietnam
Credit spreads signal confidence and risk
The US Dollar Free Lunch Is Over. What Now? CHF Investors
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Three Surprises for 2025: Overcoming One-way Investor Sentiment
More gleam for gold in the Global Market Portfolio
“Sanaenomics”: A Truss or a Meloni moment?
The Case For Enhanced Active Strategies
How EMEA-based insurers are approaching nature-related investing
Valuation tension in resilient credit
US Tariffs Break the USD Bull Case
What does the divergence in US soft and hard data mean?
What Tariffs Mean for the Economy and Markets
US inflation data supports Fed rate cut outlook
Investing in real assets with ETFs
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Saudi Arabia: A Shelter from the Debt Storm?
Making Sense of the Current US Treasury Market
US Sovereign Wealth Fund A Behemoth in the Making?
Allocation to Europe Equities Increased
Yielding Power: What Militarizing Europe Means for its Bond Markets
Volatility Guardrails for Uncertain Times
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Fed rate cut sparks mixed market moves
Fixed Income 2025: Roadmap
Gaps and overlaps in SMID-Cap Exposure
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
2023 Global Retirement Reality Report: Ireland Snapshot
Global High Yield Year in Review
Books Every Investor Should Read
Monthly Cash Review - GBP
The income squeeze: How market concentration is reshaping equity returns
Why invest in actively managed ETFs?
When Wall Street and Main Street Diverge
2025 Global Retirement Reality Report: US Snapshot