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The Problem With Too Long of a Fed Delay?
Transparency in Pay Evaluation: Adoption of Abstain as a Vote Option on Management Compensation Resolutions
Macro Resilience Continues to Support Markets
Can the Soft Landing Survive the Fed?
Webinar: Banks will act more as a cushion than a cause in the next cycle
US Continuing Unemployment Claims Near Cycle Highs
Alpha Insights: Positioning for Peaking Yields
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
2024 US Election – Big or Small Macro Policy Shift Coming?
The Performance of US Equities in Election Years Over the Last Century
Quarterly Edition: Gentle Step Down in Global Growth
SSGAL Section 172 Statement
Is the US Facing a Grand Era of De-Regulation?
Asset Stewardship Report 2018
Surprise, Surprise – The Global Economy Forges Ahead
Market Forecasts: Q1 2024
Worsening US Labor Differential Flashes Warning Sign
The Power of Less Downside: The 80:60 Case Study
US Unemployment Measures Are Gently Bottoming Out
Adding Alpha to Minimum-Volatility Equity Strategies
Global Forecasts Are Little Changed
Investment Implications of BOJ’s Great Normalization
Quantifying Supply Chain ESG Risks: A Flexible Framework
Pessimistic US Consumers May Have A Point, After All
Putting Companies in the Driver’s Seat to Enhance ESG Reporting
Is the End Well-Nigh for Quantitative Tightening?
Good Things Don’t Always Come To Those Who Wait
January a Bump on, Not the End of US Disinflation Journey
Webinars
Fixed Income ESG : Combining Performance & Responsible Investing
Closing the Retirement Savings Coverage Gap
Gold Nuggets: Records Are Made to Be Broken
Into the Mainstream1
Trade Concerns Create Opportunities in European Equities
Elections
High Rates Bring Mortgage Applications to a Standstill
Fixed Income Outlook 2024
A Time for Sentiment
US Consumers Are Highly Attuned to Declining Job Openings
Banks Will Act More as a Cushion Than A Cause in the Next Cycle
The Future State of Fixed Income
Stewardship Activity Report: Q4 2023
Will These Grey Swans Take Flight in 2024?
US Growth Resilience With Disinflation = Soft Landing?
US Unit Labor Cost Growth Is Normalizing
Wage Disinflation Key to Preserving US Soft Landing Path
Is Cash King In Uncertain Times?
Expectations of Near-Term Multiple Rate Cuts Are Premature, Data Suggests
Australian Fixed Income Update – March 2024
Gold For Australian Investors: A Portfolio Diversifier With Staying Power
Early Take on the Global Reporting Season
Peeling Back the Onion: Understanding What Goes into an ESG Rating
The Case for a Relook at Europe
Gold 2024 Midyear Outlook: Three Drivers at the Helm for Gold
Emerging Markets Outlook 2024
Why We’re Going Positive on Semiconductor Manufacturers in Emerging Markets
Confession season stems equity rally
Long-Term Asset Class Forecasts: Q4 2023
SSGAL Pillar 3 Disclosure Statement
Index Funds Must Be Activists to Serve Investors
Another Robust Quarter for US Household Consumption
Systematic Active Monthly April 2024
US Unemployment Rate Bottoming Out Gently but Surely
European Parliament Elections Matter in the Medium Term
Yen: Opportunistic, but Limited Intervention
Sector Earnings Decline Reinforces The Need For A Benchmark Unaware Approach
SSGAL Pillar 3 Disclosure Statement 2019
Takeaways from the Taiwan Election
Central Bank Ambiguity Holds Firm
The Role of Cash
Early Take on the Australian Reporting Season
Australian Fixed Income Update – February 2024
Long-Term Asset Class Forecasts: Q3 2023
Balancing Act – The Defensive Trade Off in a Challenging Fixed Income Market
Bond Yields Climb, Equities Fall, and Value Shines
Supply Chains Before and After the Pandemic
How to Position for Geopolitical Shocks in 2024
Inflation Relief Boosts Rate Cut Expectations
Emerging Opportunities
US Inflation Target Not in Hand, but in Sight
US Small Businesses Scale Back Hiring, Compensation Plans
EMD Hard Currency
The Board's Oversight of Racial and Ethnic Diversity, Equity and Inclusion
Moderating Shelter Inflation to Drive US Core Disinflation
Will Red Sea Trade Disruptions Be a Pandemic-Level Shipwreck?
Team Top 5 Beach Reads
US Existing Home Sales Now Below Covid Lows
Quarterly Edition US Resilience Aside Global Growth Is Slowing
Climate Scenarios: An Introduction
More Cash Sales, Longer Sale Cycle for US Existing Homes
A Better Macro Policy Framework for Europe
Systematic Equity — Active: Alpha Innovation and Advanced Technology
Asset Stewardship Report
Podcast: The Defensive Dilemma: How Investors Can Balance Equity Market Upside & Downside Participation
Equities Update – February 2024
How Challenged are the US and Canadian Housing Sectors?
Stewardship Activity Report: Q3 2023
Key Takeaways from the Fed Meeting
India: Where the Fireworks Come From
Japanese Services Sector Displays Delayed Revival
Moderation in US Wage Inflation Is Key Labor Market Trend
War (What is it good for)
China’s Growth Trajectory Bears Close Watching
Is Value Investing Really Just an Interest Rate Bet?
Climate Scenarios: Unpacking the 1.5°C Pathways
Big Swings in US Non-Manufacturing ISM Employment
Fed Balance Sheet And Financial System Liquidity Measures
Long-Term Asset Class Forecasts: Q1 2024
A Turn to Japan
The Floating, The Fixed and The Resilient
Australian Fixed Income Update – June 2024
Building Better Equity Portfolios for Investors
MIFID II Best Execution Reporting - 2019
Quarterly Edition: Slowdown Ongoing but Rate Cuts on the Horizon Will Help
Next-Generation ESG Research for Better Alpha
Softening US Data Warrants Cautious Fed Approach
Fed Cuts Delayed by Robust Labor Market Data
The US Housing Recession Is Over
ESG Data Governance and Oversight in Asset Management: A Primer
Expect Bank of England to Cut in August
Small Firms Participate in and Aid US Disinflation Process
Equities Update – March 2024
The Opportunity For Global Small Caps
China’s 2020 National People’s Congress: The Big Policy Pivot
2024 US Presidential Election Preview
US Consumers Inflation Expectations Normalize
Inflation Continues to Dominate Market Action
Is Philly Fed Signalling An End To Goods Disinflation?
Diverging Price Trends in New and Existing US Home Markets
Macroeconomic and Geopolitical Outlook 2024
MIFID II Best Execution Reporting - 2018
Jumping Through Hoops: BoJ’s Path to Normalization
Emerging Markets Beyond China
China: Property Sector Troubled, Clouding Recovery
India Elections: Mind the Policy Gap
SSGA Canadian Long-Term Asset Class Forecasts
Positioning The Pieces: GMO Implementation Guide
April CPI Data Brings Relief
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Floating Flies Again in Q3 2023
Where We See Opportunity In Emerging-Market It Stocks
Six Grey Swans That Could Move Markets in 2024
Gains in US Services Employment Near Pre-Covid Norms
Has low volatility become risky
Robust Growth in UK Services Activity
FX Forward: Currency Market Outlook: Q4 2018
US Economy Is Slowing
Reinventing Shareholder Activism: Stewardship
Light at the end of the tunnel…but not yet
Shining a Light on Small Caps
A Close Look at Concentration Risk
AQE Commentary: Volatility Among Historically Divergent Sectors in Now Converging
Third Quarter 2019 Forecast
Australian Retirement Survey During a Time of Change
US Government Shutdown Is Not Just Theater
Non-defense Aircraft Weigh on US Durable Goods Orders
US Housing Sector Soft Patch Broadens
Bank of England Considers Rate Cut in Coming Quarters
Long-Term Asset Class Forecasts: Q2 2024
Webinar: The Case for an 80/60 Strategy as Recession Risks Rise
US Real GDP Growth Below Expectations
Lessons from Summer Returns
Equity Outlook 2024
2024 Midyear Global Market Outlook
Trade Wars – Spreading Across Asia
Making It Plain: Our Asset Stewardship Approach
US Import Prices From China Falling at Fastest Pace in Years
MIFID II Best Execution Reporting - 2020
Latest Data Suggests Need for Urgency
The French Election and the Markets
Equities Update – June 2024
Positioning the Pieces
Reporting Season Trends - Australian & Global
Looking Back and Forward
Understanding the Complexities of Scope 3 Carbon Emissions Data
Patents: Intangible Assets as a Signal for Innovation and Future Prospects
Inflation Report Surprises Fade Rate Cut Prospects
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
US Consumer Credit Dynamics Send Cautionary Signals
The Opportunity For Global Small Caps – Part II
Mega Caps and Momentum
Europe in the Spotlight
Elections and Equities: The Impact of the US Election on Sector Investing
Stewardship Activity Report: Q2 2023
Floating Strong to Finish in 2023
Stewardship Activity Report: Q1 2024