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CAD, NOK poised to outperform
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Opportunities and Risks Related to Emerging Technologies
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Equities remain our top preference
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Tariffs Put Global Economy at Risk of Recession
The Rise in Systematic Credit Investing
From defensive to dynamic: Utilities enter a new era of growth
Tariffs Test S&P 500 Margins
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Gold takes center stage
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Global High Yield Update: Q3 2025
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Growing Tariff Anxiety Overshadows Payrolls Data
US rate cut likely despite growing doubts
A stronger emerging markets rally will need a new era of reforms
Why have convertible bonds outperformed equities in 2025?
Considerations for a long-dated US Treasury exposure
US labor soft, but no acute stress
Reevaluating the India Equity Opportunity
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Three surprises for 2026: The curse of consensus in a market built on uncertainty
How EMEA-based insurers are approaching nature-related investing
Fed set for January hold
How AI is transforming investment management: State Street’s strategic approach
What’s on the horizon for digital assets?
Investing in the intelligence economy: AI opportunities across global sectors
High yield case study: how an index allocation can complement an active manager lineup
The case for collateralised loan obligations for European investors
3 Global High Yield Myths That Just Don’t Hold Up
Why the global macro data crisis is everyone’s problem
UK Election Outlook
Can Convertibles Defy Markets and Keep Rallying?
The Rise of Sukuk from Shariah Roots to Global Opportunity
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The Markets
Stewardship Report 2024
An Advanced Perspective on Securities Lending
Scope 3 emissions in investment decision-making: An analysis
A new era of monetary and fiscal policy or back to the future? What investors should know
Recalibration Day
Inflation Expectations Rocket to Multi-Decade Highs
Why are Public Pension Funds re-thinking allocations?
Weak US jobs data likely seals September rate cut
Bond market shifts signal waning US advantage
Sustainability in LDI
Momentum Sails On, For Now
Monthly Cash Review – EUR
A new agenda for sustainable investing research: A Q&A
Capture AI upside while managing Tech volatility
Should you be worried about Fed independence?
Featured Insights
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Q1 Bond Outlook: Investor flows and inflation
Temporary Rise in US Inflation Ahead
Prefer longer-duration bonds
Fixed Income 2025: Return of the Sovereigns
2024 ETF Impact Survey
Unlocking opportunity in the leveraged loan market
Waiting for the small-cap resurgence
We Maintain No-Recession Call Despite GDP Data
2025 Global Retirement Reality Report: Australia Snapshot
UK Headline Inflation Accelerates
Sustainability Data Governance and Oversight in Asset Management
Emerging Market Debt Commentary: October 2025
Allocation to Europe Equities Increased
SSGAL Section 172 Statement
India in 2025: A tale of contrasting risk perception?
Closing time: How passive investing is reshaping equity market microstructure
Climate Transition U.S. Corporate Bond Beta Strategy
US consumer buffer continues to thin
US small-caps: primed for potential upside
Fed shift hits USD
The Top 5 Themes for the US Market in 2026
Q1 bond market outlook for ETF investors
The Impact of Crisis-Driven Dividend Cuts
US macro data stronger than expected
SDG integration into systematic portfolios
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
US mid caps: A comeback for the quiet outperformer?
Mapping the sustainable investing spectrum of capital
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
No Letup in Capital Expenditures
Tariffs Market Economy
Playback of Client Call: Liquidity Update with Global Trading
Q4 2025 Credit Research Outlook
2026 Credit Research Outlook
Emerging Market Debt: Enhancing a Global Bond Portfolio
The Case For Enhanced Active Strategies
Global Equities: Balancing Risks and Opportunities
The Gulf's capital transformation
ECB Cuts Rate and Signals More Easing
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Get ahead of the Fed: Financials may get a boost from rate cuts
US inflation supports September rate cut
Mixed data does not preclude rate cuts
Long-Term Asset Class Forecasts: Q2 2025
When Wall Street and Main Street Diverge
Global High Yield Update—Q2 2025
One Question Series: Should I Consider Systematic Active Fixed Income?
Uncommon Sense
Global High Yield Year in Review
Impact Investing vs. Sustainable Outcome Investing
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Convertibles Tough Out Trump Mega Volatility
US small-caps in focus
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
An Investment Vision for European Defence
Markets still view Fed independence as intact—here’s why
Sector ETF Momentum Map
US government shutdown update: Risks emerge
State Street Global Advisors Rebrands as State Street Investment Management
Global Growth Dips Amid Uncertainty
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Hawkish Words, Dovish Moves
Return expectations from the Global Market Portfolio
An Update on Dividend Aristocrats
Elections
How is the GCC positioned for the global AI race?
Japan: Weighing the equity landscape
Global High Yield – 2025 in Review and 2026 Outlook
Reducing underweight in US Agg
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Navigating the European Defence Investment Landscape
We raise our global growth forecast
Trim equities, add duration
Emerging Market Debt Commentary: Q3 2025
Cracks Appear in Bullish US Dollar Story
How Fixed Income Can (Still) Provide an Anchor to Windward
Market Forecasts: Q1 2026
US government layoffs raise labor market risks
US retail sales and confidence weaken
Long-Term Asset Class Forecasts: Q1 2026
Climate Transition Euro Corporate Bond Beta Strategy
UK Money Market Reform
European Aristocrat Strategies
Can Australia Survive A Trade War?
Monthly Cash Review – GBP
Charitable Asset Management
The Misconception of Value Investing in the Eurozone
NOK shows promise, CAD faces pressure
Emerging Market Debt Commentary: January 2025
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Emerging Market Debt Commentary: Q1 2025
Equity Market Outlook 2026
Emerging Market Debt Commentary: July 2025
How is AI reshaping emerging market equity opportunities?
Q3 2025 Credit Research Outlook
Forward with focus
2025 markets rally through turbulence
Small caps poised for a comeback
January CPI Hotter Than Expected
The changing makeup of the Global Market Portfolio
Market Forecasts: Q4 2025
A Better Macro Policy Framework for Europe
Climate Transition Corporate Bond Beta Investing Approach
US Economy Powers Ahead
Mega-caps reshape market dynamics
What Tariffs Mean for the Economy and Markets
Hedging China bond exposures: strategic considerations
What does the divergence in US soft and hard data mean?
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Building a Tactical Asset Allocation Overlay With Derivatives
What to Know About the Dutch Pension Reform
Six investment trends the summer has revealed
2020 Vision: Focus on Finding Opportunities
Why It’s Time for China Equity to Go Solo
Monthly Cash Review: February 2026 (USD)
Returns triple boost powers local emerging market debt outperformance
Trading Best Practices for Volatile Markets
Real assets insights: Q4 2025
Capital Adequacy Disclosures
The Fed forays into ETFs
Global Retirement Reality Report
GENIUS Act explained: What it means for crypto and digital assets
No real joy in the UK Budget
GCC reforms spark resilient market growth
Emerging Market Debt Outlook: All Roads Lead to the US
How to value bitcoin: Valuation frameworks for investors
Thriving through turbulence: European small-caps surge
US inflation data supports Fed rate cut outlook
Fed dissent signals policy shift ahead
Saudi Arabia: A Shelter from the Debt Storm?
Optimizing your emerging markets equity portfolio
Defensive factor strategies taming the US equities bear
How AI is reshaping emerging markets equities
Fixed income’s year end de-risk supports CLO allocations
2025 Global Retirement Reality Report: Canada Snapshot
Why the AI CapEx cycle may have more staying power than you think
Beyond AI: The broadening of equity market leadership
Equity Compass
Fixed Income Outlook 2026
German Election: “Alternative zur Stagnation?”
Grey Swans 2026
Brace for a volatile summer
2025 Global Retirement Reality Report: Ireland Snapshot
“Sanaenomics”: A Truss or a Meloni moment?
Deconstructing equity returns: Insights for a new rate cycle
The case for active dividends
Three reasons to implement a sector strategy
Tokenization of assets: How it’s reshaping finance and markets
Emerging Market Debt Commentary: August 2025
Small Caps: More Than Just a Factor Premium
US inflation returns to historical sweet spot
Fed on hold, but for how long?
From income to outcomes: The evolution and future of fixed income
Deregulation sparks financial sector momentum
Housing Market Faces Tepid Spring
Takaichi’s policies fuel Japan’s market rally
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Emerging market debt outlook: The return of ‘Goldilocks’
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
A strategic foundation: twenty years of real assets
Global Market Portfolio 2025
Emerging Market Equities: Climbing the Wall of Worry
Building portfolio resilience through sustainable technology megatrends
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
What is the Global Market Portfolio?
Improving fixed income portfolio resilience with leveraged loans
Emerging Market Debt Commentary: November 2025
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
Why invest in actively managed ETFs?
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Why every institutional investor should use a TAA implementation
Quality continues to offer investors an opportunity in US equities
Emerging Market Debt Commentary: Q4 2025
Active Quantitative Equity Quarterly
Volatility Guardrails for Uncertain Times
Emerging Market Debt Market Commentary: Q2 2025
USD rebounds to neutral
Volatility positioning: How to hold on for the ride
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Hawkish Fed supports USD
US labor market signals persistent softness
Consistency as a compass in emerging market equities
Skilling Up During Disruption
Asset Stewardship Report 2018
US inflation mixed, labor data worsens
Why Chinese Government Bonds Warrant Attention… and Caution
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Why the GCC Is Emerging as a Global Private Markets Hotspot
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Geopolitical tensions remain elevated
2025 European Wealth Manager Survey
Big Beautiful Bill brings tax clarity
SPDR® ETFs Throughout the COVID-19 Crisis
Emerging Market Debt Off to a Strong Start
Bitcoin volatility and liquidity: Key trends for investors
SSGA Canadian Long-Term Asset Class Forecasts
Market Forecasts: Q2 2025
Supreme court IEEPA tariff decision could raise market risk
Yielding Power: What Militarizing Europe Means for its Bond Markets
Looking for a Signal in the Noise
AI comes for marketing
Espresso
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Third Quarter 2019 Forecast
US exceptionalism: Fading force or enduring edge?
Little Relief in Current Data
Identifying Sustainable Outcome Investments
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Earnings strength defies uncertainty
History rhymes again
Making Sense of the Current US Treasury Market
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Long-Term Asset Class Forecasts: Q3 2025
High uncertainty doesn’t mean indefinite Fed inaction
The US Dollar Free Lunch Is Over. What Now? EUR investors
Overweight in European Equities
Diversification proves critical in 2025
MPFL Section 172 Statement
Macroeconomic Outlook 2026
Fundamentals favor the US
Understanding Money Market Funds
Investing in Uncertain Times
Fixed Income 2025: Roadmap
60/40 strategy regains strength
Little to See, Much to Worry About
The US Dollar Free Lunch Is Over. What Now? USD investors
The evolution and future of fixed income
US equities: Euphoria, fragility, and the search for clarity
Tariffs, Transshipping, and the Trouble with Vietnam
Why Investors Should Continue to Climb the Wall of Worry
Global CIO Reaction to US Presidential Election
Trump’s Trade War: What’s the Endgame?
GCC countries and India: A new era of economic collaboration
The income squeeze: How market concentration is reshaping equity returns
US payrolls data feels like fake resilience
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Q2 2025 SAFI commentary
What if investors get bored of AI?
Reduce Allocation to European Equities
Long-Term US Dollar Risks Persist
China’s 2020 National People’s Congress: The Big Policy Pivot
Sustainable Investing: 5 Key Questions Asset Owners Ask
India’s trade faces tariff shock
Broadening Out From Trump 2.0
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
US tariffs: Sector risks and legal challenges ahead?
The evolving GCC IPO market: Trends and investor implications
A New Leadership Era: Institutional Meets Individual
Credit spreads signal confidence and risk
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Asset Tokenization in Capital Markets
2024 US Retirement Reality Report: US Snapshot
Mixed Signals, Murky Outlook
How to invest in AI
How to invest in crypto without buying crypto
Equities favored as outlook brightens
US Tariffs Break the USD Bull Case
Investing in real assets with ETFs
2025 Global Retirement Reality Report: UK Snapshot
Digital assets: The next frontier for markets and investors
Building resilience with private CRE
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
PCE inflation steady but elevated
How to Position for Geopolitical Shocks During Trump 2.0
Separating Fact from Fear in Japanese Investing
Emerging Markets Beyond China
July rate cut unlikely
5 Emerging Market Wildcards for 2025
US labor market softens, Fed rate cut likely in December
The US Dollar Free Lunch Is Over. What Now? NOK investors
Powell hints at rate cuts at Jackson Hole
Investing in digital assets: Educational resources for investors
Labor market softness deepens
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Q2 2025 Cash Outlook
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Leveraged Loans at State Street Investment Management
The whole truth behind the Fed’s rate cuts
European equity sectors’ positive vectors
Next Fed Cut Could Be in July, Not June
Emerging Market Debt Commentary: January 2026
Fed rate cuts spark US housing revival
Constructive outlook on commodities
How gold hedges policy uncertainty when Fed leadership changes
How JGBs outshine G4 peers on term spreads
Two-Sided Risks to US Soft Landing
Emerging Market Debt Commentary: April 2025
The One Question Series: You Ask. We Answer.
Nature as an asset: the relevance of biodiversity for investors
ETF Impact Report 2025-2026
Fed rate cut sparks mixed market moves
Could ‘70s Era Stagflation Make a Comeback?
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
The rise of the Core-Satellite approach in fixed income portfolio construction
Q2 2025 Credit Research Outlook
Emerging Market Debt Commentary: February 2025
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
How To Invest: A Step by Step Guide
Appetite for Risk Wanes
Convertibles Steer Through 2025 Turbulence Smoothly
Beyond Banks: Financial Stocks and Trump
One index offers US exceptionalism, mid-cap potential, and sustainability
Global High Yield Update – Q1 2025
2025 Global Retirement Reality Report: US Snapshot
What’s driving S&P 500 valuations now?
Stewardship Activity Report: Q4 2024
Quality’s role amid equity market uncertainty
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
EMD Hard Currency
Democratizing Private Markets: Strategic Insights and the Path Forward
Long-Term Asset Class Forecasts: Q4 2025
Fed holds steady amid rising labor concerns
Alternatives Outlook 2026
What the US government shutdown means for markets and the economy
The case for US 1-5 year investment grade credit
Euro, yen gain as dollar weakens
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Global equities: earnings rewarding patience
Markets hold steady amid global tensions
Global Shariah equities: Quality investment for the future
Fed cuts rates again, December move uncertain
Germany's Fiscal Shift: Market Implications and Global Ripples
Market Forecasts: Q3 2025
More Storms Brewing: Are Tariffs on Europe Next?
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Cyclical sectors regain leadership: Financials and Industrials drive momentum
The Case for High Yield
Emerging market debt outlook: Enduring strength
Webcast Fed Liquidity Programs and ETFs
The renewed case for currency hedging fixed income exposures
Are rate cuts off the table in Australia?
US Small- and Mid-cap Equities: The De-escalation Trade
More gleam for gold in the Global Market Portfolio
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Why bitcoin institutional demand is on the rise
Six Grey Swans that could move markets in 2026
US Sovereign Wealth Fund A Behemoth in the Making?
Emerging Market Equities Outlook Q1 2026
Reversal of Fortune: Tech Equities Lag the Rest
The future of crypto: Why smart investors are backing the ecosystem
An enhanced approach to broad Emerging Markets equity exposure