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