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