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2025 Global Retirement Reality Report: Canada Snapshot
The Gulf shock: Energy supply, markets, and macro spillovers
Emerging Market Debt Commentary: November 2025
Real assets insights: Q1 2026
The Gulf's capital transformation
Hawkish Fed supports USD
“Sanaenomics”: A Truss or a Meloni moment?
Middle East conflict: Is an end in sight by April?
Emerging Market Debt Commentary: August 2025
Broadening Out From Trump 2.0
The yield curve's message for equity markets
Equities favored as outlook brightens
Inflation shocks test global economic resilience
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
US real GDP cools sharply in Q4 2025
SPDR® ETFs Throughout the COVID-19 Crisis
The Rise of Sukuk from Shariah Roots to Global Opportunity
Emerging Market Debt: Enhancing a Global Bond Portfolio
Grey Swans 2026
SSGAL Section 172 Statement
Emerging market debt outlook: The return of ‘Goldilocks’
History rhymes again
Temporary Rise in US Inflation Ahead
Mega-cap IPOs: Implications for institutional investors and index managers
Optimizing your emerging markets equity portfolio
The power of information ratio (IR) in active management
No Letup in Capital Expenditures
Climate Transition Corporate Bond Beta Investing Approach
Emerging Market Debt Commentary: July 2025
Trimming risk, staying constructive
Fundamentals favor the US
Building a Tactical Asset Allocation Overlay With Derivatives
AI comes for marketing
Unlocking opportunity in the leveraged loan market
US consumer buffer continues to thin
The Markets
Bitcoin volatility and liquidity: Key trends for investors
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
What is the Global Market Portfolio?
Three reasons to implement a sector strategy
Mixed Signals, Murky Outlook
US inflation supports September rate cut
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Emerging Market Debt Commentary: April 2025
Emerging Market Debt Commentary: October 2025
Emerging Market Debt Commentary: January 2026
The LDI Curriculum: 3 Lessons You Can’t Skip This Autumn
Tariffs Put Global Economy at Risk of Recession
Why elevated risk may favour the energy equity sector
Deconstructing equity returns: Insights for a new rate cycle
One Question Series: How Can Fixed Income Help Manage Uncertainty?
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
What the US government shutdown means for markets and the economy
Identifying Sustainable Outcome Investments
Sustainability Data Governance and Oversight in Asset Management
Impact Investing vs. Sustainable Outcome Investing
Cyclical sectors regain leadership: Financials and Industrials drive momentum
How JGBs outshine G4 peers on term spreads
Geopolitical tensions remain elevated
ETF Impact Report 2025-2026
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
Sector ETF Momentum Map
Emerging Markets Beyond China
How EMEA-based insurers are approaching nature-related investing
Quality continues to offer investors an opportunity in US equities
When Wall Street and Main Street Diverge
Understanding Money Market Funds
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Markets hold steady amid global tensions
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Oil retreat supports contained inflation outlook
Global High Yield Update: Q3 2025
Fed holds steady amid rising labor concerns
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Tariffs Market Economy
UK Election Outlook
US labor market softens, Fed rate cut likely in December
The economics of AI-driven productivity
Macroeconomic Outlook 2026
Reevaluating the India Equity Opportunity
The case for Saudi Enhanced Equity exposure
Monthly Cash Reviews
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Forward with focus: Implementation Guide
Fed set for January hold
Looking for a Signal in the Noise
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Credit spreads signal confidence and risk
PriceStats Analysis
Alternatives Outlook 2026
Reducing underweight in US Agg
Building resilience with private CRE
The renewed case for currency hedging fixed income exposures
Democratizing Private Markets: Strategic Insights and the Path Forward
5 Questions Every Scheme Should Ask in 2026
High uncertainty doesn’t mean indefinite Fed inaction
Energy‑led risks under watch
Markets still view Fed independence as intact—here’s why
Market Forecasts: Q3 2025
US industry shows signs of revival
European Aristocrat Strategies
Are Foreign Investors Really “Dumping” US Treasury Bonds?
How AI is transforming investment management: State Street’s strategic approach
Market trends
The case for collateralised loan obligations for European investors
Rebalancing toward US Agg
Why were funds so short
A stronger emerging markets rally will need a new era of reforms
Why Gold May Shine in a Trade War Regime
Market Forecasts: Q4 2025
Inflation Expectations Rocket to Multi-Decade Highs
Three surprises for 2026: The curse of consensus in a market built on uncertainty
We raise our global growth forecast
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Q2 Investment Outlook
India IT adapts to the AI shift
Tariffs Test S&P 500 Margins
Emerging Market Equities: Climbing the Wall of Worry
How to value bitcoin: Valuation frameworks for investors
Capture AI upside while managing Tech volatility
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Fed cuts rates again, December move uncertain
2024 ETF Impact Survey
How to invest in crypto without buying crypto
MPFL Section 172 Statement
Why every institutional investor should use a TAA implementation
Stewardship Report 2024
An enhanced approach to broad Emerging Markets equity exposure
An Update on Dividend Aristocrats
Emerging Market Debt Commentary: February 2026
Gold 2026 Outlook: Can the structural bull cycle continue to $5,000?
The evolution and future of fixed income
Market Forecasts: Q2 2026
From “Gratuity” to “Opportunity”: Why we believe the Gulf States are ready for Defined Contribution
Convertibles Tough Out Trump Mega Volatility
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Emerging Market Debt Commentary: Q4 2025
State Street Global Advisors Rebrands as State Street Investment Management
2025 Global Retirement Reality Report: Australia Snapshot
Separating Fact from Fear in Japanese Investing
Cost and Process of Changing Your LDI Manager
Silver is no substitute for gold
Iran conflict overshadows mixed global data
February payroll shock flags AI job loss risk
Trading Best Practices for Volatile Markets
Why the AI CapEx cycle may have more staying power than you think
Consistency as a compass in emerging market equities
3 Global High Yield Myths That Just Don’t Hold Up
The Case For Enhanced Active Strategies
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
What Tariffs Mean for the Economy and Markets
US labor market signals persistent softness
Mixed data does not preclude rate cuts
CAD, NOK poised to outperform
Why are Public Pension Funds re-thinking allocations?
Six investment trends the summer has revealed
What to Know About the Dutch Pension Reform
Why have convertible bonds outperformed equities in 2025?
More gleam for gold in the Global Market Portfolio
Why DC pension schemes should consider a hedge fund beta allocation in their default?
The evolving GCC IPO market: Trends and investor implications
Q2 2026 Credit Research Outlook
Webcast Fed Liquidity Programs and ETFs
Global High Yield – 2025 in Review and 2026 Outlook
Global Retirement Reality Report
NOK shows promise, CAD faces pressure
Navigating the European Defence Investment Landscape
Nature as an asset: the relevance of biodiversity for investors
US labor data sends mixed signals
Q2 2025 SAFI commentary
Crisis conditions favor USD
Long-Term Asset Class Forecasts: Q2 2026
Fed dissent signals policy shift ahead
Fed shift hits USD
Fixed income scenarios for the current market environment
Appetite for Risk Wanes
Long-Term Asset Class Forecasts: Q4 2025
US equities: Euphoria, fragility, and the search for clarity
Q3 2025 Credit Research Outlook
Leveraged Loans at State Street Investment Management
US retail sales and confidence weaken
Next Fed Cut Could Be in July, Not June
Why bitcoin institutional demand is on the rise
Investing in real assets with ETFs
Global CIO Reaction to US Presidential Election
USD to stabilize; JPY unresponsive to BoJ
The case for emerging markets small-cap equity
Private credit dispersion: Rising stress, not systemic disruption
Climate Transition Euro Corporate Bond Beta Strategy
Returns triple boost powers local emerging market debt outperformance
The US Dollar Free Lunch Is Over. What Now? EUR investors
What’s on the horizon for digital assets?
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
The changing makeup of the Global Market Portfolio
Investing in Uncertain Times
US inflation data supports Fed rate cut outlook
July rate cut unlikely
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
A new era of monetary and fiscal policy or back to the future? What investors should know
SSGA Canadian Long-Term Asset Class Forecasts
How is the GCC positioned for the global AI race?
Featured Insights
Q4 2025 Credit Research Outlook
The US Dollar Free Lunch Is Over. What Now? USD investors
Tokenization of assets: How it’s reshaping finance and markets
How to Position for Geopolitical Shocks During Trump 2.0
Playback of Client Call: Liquidity Update with Global Trading
Featured Cash Insights
From income to outcomes: The evolution and future of fixed income
Are rate cuts off the table in Australia?
Takaichi’s policies fuel Japan’s market rally
Emerging Market Equities Outlook Q1 2026
State Street Sector Momentum Map
Emerging Market Debt Commentary: Q3 2025
Thriving through turbulence: European small-caps surge
Building portfolio resilience through sustainable technology megatrends
Quality’s role amid equity market uncertainty
Global High Yield Update – Q1 2025
Equities remain our top preference
How AI is reshaping emerging markets equities
China’s market disconnect
US labor soft, but no acute stress
The future of crypto: Why smart investors are backing the ecosystem
An Investment Vision for European Defence
Nature and biodiversity: investor objectives for risk and opportunity
Espresso
Trends and Challenges: The GCC’s Shift to DC Plans
How is AI reshaping emerging market equity opportunities?
Are yields entering a new phase?
Investing in digital assets: Educational resources for investors
Beyond AI: The broadening of equity market leadership
European equity sectors’ positive vectors
Tariffs, Transshipping, and the Trouble with Vietnam
Why It’s Time for China Equity to Go Solo
SAFI turns 2: Delivering consistent alpha, controlled risk
Euro, yen gain as dollar weakens
Skilling Up During Disruption
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
US exceptionalism: Fading force or enduring edge?
Q2 2025 Credit Research Outlook
US mid caps: A comeback for the quiet outperformer?
Weak US jobs data likely seals September rate cut
US government layoffs raise labor market risks
Global High Yield Update—Q2 2025
Asset Tokenization in Capital Markets
Constructive outlook on commodities
GCC countries and India: A new era of economic collaboration
Return expectations from the Global Market Portfolio
Long-Term Asset Class Forecasts: Q3 2025
We Maintain No-Recession Call Despite GDP Data
Volatility Guardrails for Uncertain Times
2026 Credit Research Outlook
Iran war: Energy normalization drifts further away
The Role of Bank Regulations in Repo Market Disfunction
One index offers US exceptionalism, mid-cap potential, and sustainability
Iran war complicates global policy outlook
Monthly Cash Review – GBP
Iran risks support JPY; USD softens
Forward with focus
Climate Transition U.S. Corporate Bond Beta Strategy
There is Still Time to Move to Prime
What’s driving S&P 500 valuations now?
2025 Global Retirement Reality Report: Ireland Snapshot
Housing Market Faces Tepid Spring
The Pension Schemes Bill, budget 2025 and the road ahead for pensions
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Short shocks, longer echoes
GENIUS Act explained: What it means for crypto and digital assets
Six Grey Swans that could move markets in 2026
A Better Macro Policy Framework for Europe
Why the global macro data crisis is everyone’s problem
Can Convertibles Defy Markets and Keep Rallying?
GCC reforms spark resilient market growth
How gold hedges policy uncertainty when Fed leadership changes
Fixed income ETF fact v fiction
Sustainability in LDI
Get ahead of the Fed: Financials may get a boost from rate cuts
Prefer longer-duration bonds
Considerations for a long-dated US Treasury exposure
Labor market softness deepens
Global Market Portfolio 2025
ECB Cuts Rate and Signals More Easing
Big Beautiful Bill brings tax clarity
Global growth under pressure from energy risks
Powell hints at rate cuts at Jackson Hole
2025 Global Retirement Reality Report: UK Snapshot
Capital Adequacy Disclosures
US small-caps: primed for potential upside
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
What does the divergence in US soft and hard data mean?
Timewise Target Retirement Funds 2025 Annual Review
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Emerging market debt: Why index choice matters
Long-Term Asset Class Forecasts: Q1 2026
Market Forecasts: Q2 2025
Hedging China bond exposures: strategic considerations
The Rise in Systematic Credit Investing
Emerging market debt outlook: Enduring strength
Capturing opportunity as the equity landscape evolves
Active Quantitative Equity Quarterly
2025 Global Retirement Reality Report: US Snapshot
A New Leadership Era: Institutional Meets Individual
The US Dollar Free Lunch Is Over. What Now? CHF Investors
US payrolls data feels like fake resilience
DC Research and Opinion
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Stewardship Activity Report: Q4 2024
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Markets reprice, earnings endure
Monthly Cash Review – EUR
Equity Market Outlook 2026
Supreme Court IEEPA tariff decision could raise market risk
Why the GCC Is Emerging as a Global Private Markets Hotspot
Defensive factor strategies taming the US equities bear
How the Iran War could impact Australia’s infrastructure
An advanced perspective on securities lending
Investment trends among sovereign wealth funds
China’s 2020 National People’s Congress: The Big Policy Pivot
What if investors get bored of AI?
No real joy in the UK Budget
Market Forecasts: Q1 2026
US macro data stronger than expected
Japan: Weighing the equity landscape
Why we don’t trade headlines: Systematic investors rely on core risk controls
The Impact of Crisis-Driven Dividend Cuts
How Fixed Income Can (Still) Provide an Anchor to Windward
The investor’s guide to digital assets
AI meets accountability
Mapping the sustainable investing spectrum of capital
Long-Term Asset Class Forecasts: Q2 2025
Charitable Asset Management
Why invest in actively managed ETFs?
The Top 5 Themes for the US Market in 2026
Waiting for the small-cap resurgence
Long-Term US Dollar Risks Persist
Reduce Allocation to European Equities
Uncommon Sense
2020 Vision: Focus on Finding Opportunities
US Tariffs Break the USD Bull Case
Investing in the intelligence economy: AI opportunities across global sectors
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Making Sense of the Current US Treasury Market
Emerging Market Debt Commentary: Q1 2025
Volatility positioning: How to hold on for the ride
The One Question Series: You Ask. We Answer.
Fixed Income Outlook 2026
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
The case for US 1-5 year investment grade credit
Gold takes center stage
From defensive to dynamic: Utilities enter a new era of growth
USD rebounds to neutral
Global Shariah equities: Quality investment for the future
Bank Deposits Versus Money Market Funds
2025 markets rally through turbulence
SDG integration into systematic portfolios
Sustainable Investing: 5 Key Questions Asset Owners Ask
Global Equities: Balancing Risks and Opportunities
US inflation mixed, labor data worsens
Is the UK saving enough for retirement?
Books Every Investor Should Read
Improving fixed income portfolio resilience with leveraged loans
Emerging Market Debt Market Commentary: Q2 2025
The US Dollar Free Lunch Is Over. What Now? NOK investors
The Case for High Yield
Sector Market Perspectives: Q2 2026
60/40 strategy regains strength
US tariffs: Sector risks and legal challenges ahead?
Forward-Looking Climate Metrics in Corporate Bond Portfolios
The US Dollar Free Lunch Is Over. What Now? GBP Investors
A new agenda for sustainable investing research: A Q&A
Why investors should continue to climb the wall of worry
Closing time: How passive investing is reshaping equity market microstructure
Scope 3 emissions in investment decision-making: An analysis
Global equity leadership: is the World enough?
US Small- and Mid-cap Equities: The De-escalation Trade
US inflation returns to historical sweet spot
India in 2025: A tale of contrasting risk perception?
Hungary’s election: Risks, premia, and market pricing
2024 US Retirement Reality Report: US Snapshot
Australia’s Least Followed But Most Important Election
US small-caps in focus
Fed rate cuts spark US housing revival
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Fed on hold, but for how long?
Markets tend to shake off geopolitical shocks
Q2 2025 Cash Outlook
Third Quarter 2019 Forecast
Fixed income’s year end de-risk supports CLO allocations
US rate cut likely despite growing doubts
Global Growth Dips Amid Uncertainty
How to invest in AI
EMD Hard Currency
Brace for a volatile summer
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Hawkish Words, Dovish Moves
Elections
Trump’s Trade War: What’s the Endgame?
War or peace: Energy, inflation, Europe
PCE inflation steady but elevated
Global equities: earnings rewarding patience
The path ahead for GCC equities
Why various market risk metrics tell different stories
Trim equities, add duration
The case for active dividends
Gold 2025 Midyear Outlook: A High(er) for Long(er) Gold Price Regime
One Question Series: Should I Consider Systematic Active Fixed Income?
The income squeeze: How market concentration is reshaping equity returns
Digital assets: The next frontier for markets and investors
2025 European Wealth Manager Survey
Espresso
Should you be worried about Fed independence?
US government shutdown update: Risks emerge
The Fed forays into ETFs
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Emerging Market Debt Commentary: Q1 2026
High yield case study: how an index allocation can complement an active manager lineup
The rise of the Core-Satellite approach in fixed income portfolio construction
How To Invest: A Step by Step Guide
Monthly Cash Review: April 2026 (USD)
The whole truth behind the Fed’s rate cuts
The US Dollar Free Lunch Is Over. What Now? SEK Investors