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