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Little to See, Much to Worry About
US mid caps: A comeback for the quiet outperformer?
2025 Global Retirement Reality Report: US Snapshot
How To Invest: A Step by Step Guide
Global Market Portfolio 2025
GCC reforms spark resilient market growth
From income to outcomes: The evolution and future of fixed income
Scope 3 emissions in investment decision-making: An analysis
Global High Yield Update: Q3 2025
Small Caps: More Than Just a Factor Premium
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Convertibles Steer Through 2025 Turbulence Smoothly
Market Forecasts: Q4 2025
The Rise in Systematic Credit Investing
Can Australia Survive A Trade War?
Emerging Market Debt: Enhancing a Global Bond Portfolio
Volatility Guardrails for Uncertain Times
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
US rate cut likely despite growing doubts
A strategic foundation: twenty years of real assets
Why Investors Should Continue to Climb the Wall of Worry
Convertibles Tough Out Trump Mega Volatility
Emerging Market Debt Commentary: April 2025
UK Election Outlook
ECB Cuts Rate and Signals More Easing
Long-Term Asset Class Forecasts: Q4 2025
Constructive outlook on commodities
SPDR® US Treasury and European Equity ETFs Expense Ratio Reductions
2020 Vision: Focus on Finding Opportunities
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Reversal of Fortune: Tech Equities Lag the Rest
How to value bitcoin: Valuation frameworks for investors
Fixed income’s year end de-risk supports CLO allocations
Emerging Market Debt Commentary: Q4 2025
One Question Series: How Can Fixed Income Help Manage Uncertainty?
How is AI reshaping emerging market equity opportunities?
2025 Global Retirement Reality Report: Ireland Snapshot
US inflation returns to historical sweet spot
Why the AI CapEx cycle may have more staying power than you think
Alternatives Outlook 2026
Hawkish Fed supports USD
Mapping the sustainable investing spectrum of capital
Long-Term US Dollar Risks Persist
The Case for High Yield
US inflation data supports Fed rate cut outlook
Elections
Markets hold steady amid global tensions
Closing time: How passive investing is reshaping equity market microstructure
Cracks Appear in Bullish US Dollar Story
China’s 2020 National People’s Congress: The Big Policy Pivot
Q2 2025 SAFI commentary
Equities remain our top preference
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
2025 Global Retirement Reality Report: Canada Snapshot
Return expectations from the Global Market Portfolio
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Hawkish Words, Dovish Moves
How JGBs outshine G4 peers on term spreads
An Update on Dividend Aristocrats
Why European Equities Are Outperforming Amid Low Growth and Security Concerns
The case for collateralised loan obligations for European investors
US equities: Euphoria, fragility, and the search for clarity
Featured Cash Insights
Third Quarter 2019 Forecast
An Advanced Perspective on Securities Lending
5 Emerging Market Wildcards for 2025
European equity sectors’ positive vectors
How to Position for Geopolitical Shocks During Trump 2.0
The changing makeup of the Global Market Portfolio
Tariff Risk Looms Large
Emerging Market Debt Commentary: August 2025
Powell hints at rate cuts at Jackson Hole
Euro, yen gain as dollar weakens
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Policy Action Overshadows February Jobs Report
Why have convertible bonds outperformed equities in 2025?
Real assets insights: Q4 2025
Why It’s Time for China Equity to Go Solo
Next Fed Cut Could Be in July, Not June
Two-Sided Risks to US Soft Landing
How EMEA-based insurers are approaching nature-related investing
From defensive to dynamic: Utilities enter a new era of growth
Reducing underweight in US Agg
US inflation mixed, labor data worsens
US exceptionalism: Fading force or enduring edge?
Little Relief in Current Data
Why every institutional investor should use a TAA implementation
Recalibration Day
Fixed Income Outlook 2026
No Letup in Capital Expenditures
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
How gold hedges policy uncertainty when Fed leadership changes
The Role of Bank Regulations in Repo Market Disfunction
US government shutdown update: Risks emerge
Building resilience with private CRE
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
A stronger emerging markets rally will need a new era of reforms
Market Forecasts: Q1 2026
Yielding Power: What Militarizing Europe Means for its Bond Markets
CAD, NOK poised to outperform
Q2 2025 Cash Outlook
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Broadening Out From Trump 2.0
GENIUS Act explained: What it means for crypto and digital assets
Quality’s role amid equity market uncertainty
Small caps poised for a comeback
Waiting for the small-cap resurgence
What the US government shutdown means for markets and the economy
Housing Market Faces Tepid Spring
Could ‘70s Era Stagflation Make a Comeback?
Emerging Market Debt Market Commentary: Q2 2025
The case for US 1-5 year investment grade credit
Global High Yield Update – Q1 2025
Consistency as a compass in emerging market equities
SPDR® ETFs Throughout the COVID-19 Crisis
How to invest in AI
Tariffs Market Economy
An Investment Vision for European Defence
When Wall Street and Main Street Diverge
Monthly Cash Review: February 2026 (USD)
Long-Term Asset Class Forecasts: Q2 2025
The Gulf's capital transformation
High yield case study: how an index allocation can complement an active manager lineup
Q4 2025 Credit Research Outlook
Making Sense of the Current US Treasury Market
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Webcast Fed Liquidity Programs and ETFs
SSGA Canadian Long-Term Asset Class Forecasts
Global Retirement Reality Report
Why were funds so short
Q1 bond market outlook for ETF investors
Active Quantitative Equity Quarterly
The Misconception of Value Investing in the Eurozone
Democratizing Private Markets: Strategic Insights and the Path Forward
Charitable Asset Management
Global Equities: Balancing Risks and Opportunities
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
High uncertainty doesn’t mean indefinite Fed inaction
One Question Series: Should I Consider Systematic Active Fixed Income?
Emerging Market Debt Commentary: February 2025
Allocation to Europe Equities Increased
Growing Tariff Anxiety Overshadows Payrolls Data
The Fed forays into ETFs
Fed rate cuts spark US housing revival
The whole truth behind the Fed’s rate cuts
Markets still view Fed independence as intact—here’s why
Investing in digital assets: Educational resources for investors
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
A New Leadership Era: Institutional Meets Individual
The Impact of Crisis-Driven Dividend Cuts
NOK shows promise, CAD faces pressure
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
Fed holds steady amid rising labor concerns
What if investors get bored of AI?
Thriving through turbulence: European small-caps surge
Sector ETF Momentum Map
Are rate cuts off the table in Australia?
Fixed Income 2025: Return of the Sovereigns
One index offers US exceptionalism, mid-cap potential, and sustainability
Takaichi’s policies fuel Japan’s market rally
Temporary Rise in US Inflation Ahead
No real joy in the UK Budget
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Navigating the European Defence Investment Landscape
Featured Insights
Tariffs Put Global Economy at Risk of Recession
Macroeconomic Outlook 2026
2024 US Retirement Reality Report: US Snapshot
The income squeeze: How market concentration is reshaping equity returns
US small-caps in focus
US tariffs: Sector risks and legal challenges ahead?
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Emerging Market Debt Commentary: Q1 2025
State Street Global Advisors Rebrands as State Street Investment Management
Q2 2025 Credit Research Outlook
Uncommon Sense
The US Dollar Free Lunch Is Over. What Now? NOK investors
Beyond Banks: Financial Stocks and Trump
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
We Maintain No-Recession Call Despite GDP Data
Emerging market debt outlook: Enduring strength
AI comes for marketing
Credit spreads signal confidence and risk
Optimizing your emerging markets equity portfolio
2024 ETF Impact Survey
Global equities: earnings rewarding patience
Prefer longer-duration bonds
Understanding Money Market Funds
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Stewardship Report 2024
The Rise of Sukuk from Shariah Roots to Global Opportunity
Emerging Market Debt Commentary: October 2025
What is the Global Market Portfolio?
A new agenda for sustainable investing research: A Q&A
What’s driving S&P 500 valuations now?
US government layoffs raise labor market risks
Digital assets: The next frontier for markets and investors
Mega-caps reshape market dynamics
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Why the GCC Is Emerging as a Global Private Markets Hotspot
Long-Term Asset Class Forecasts: Q1 2026
Sustainable Investing: 5 Key Questions Asset Owners Ask
Investing in Uncertain Times
Looking for a Signal in the Noise
Hedging China bond exposures: strategic considerations
Unlocking opportunity in the leveraged loan market
The US Dollar Free Lunch Is Over. What Now? GBP Investors
2025 Global Retirement Reality Report: UK Snapshot
The Markets
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Momentum Sails On, For Now
The evolution and future of fixed income
GCC countries and India: A new era of economic collaboration
Q3 2025 Credit Research Outlook
Opportunities and Risks Related to Emerging Technologies
Climate Transition Euro Corporate Bond Beta Strategy
July rate cut unlikely
Emerging Market Debt Commentary: July 2025
A new era of monetary and fiscal policy or back to the future? What investors should know
ETF Impact Report 2025-2026
A Better Macro Policy Framework for Europe
The rise of the Core-Satellite approach in fixed income portfolio construction
2025 Global Retirement Reality Report: Australia Snapshot
January CPI Hotter Than Expected
Germany's Fiscal Shift: Market Implications and Global Ripples
More Storms Brewing: Are Tariffs on Europe Next?
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
3 Global High Yield Myths That Just Don’t Hold Up
Grey Swans 2026
Equity Compass
Saudi Arabia: A Shelter from the Debt Storm?
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Long-Term Asset Class Forecasts: Q3 2025
Why the global macro data crisis is everyone’s problem
Fed on hold, but for how long?
Why Chinese Government Bonds Warrant Attention… and Caution
German Election: “Alternative zur Stagnation?”
Tariffs Test S&P 500 Margins
Tokenization of assets: How it’s reshaping finance and markets
There is Still Time to Move to Prime
US small-caps: primed for potential upside
Emerging Market Debt Commentary: November 2025
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Why invest in actively managed ETFs?
Equities favored as outlook brightens
Appetite for Risk Wanes
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Fixed Income 2025: Roadmap
Beyond AI: The broadening of equity market leadership
Asset Tokenization in Capital Markets
Returns triple boost powers local emerging market debt outperformance
UK Headline Inflation Accelerates
What Tariffs Mean for the Economy and Markets
Volatility positioning: How to hold on for the ride
Investing in the intelligence economy: AI opportunities across global sectors
What does the divergence in US soft and hard data mean?
US labor soft, but no acute stress
Global High Yield Update—Q2 2025
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Emerging market debt outlook: The return of ‘Goldilocks’
We raise our global growth forecast
US Small- and Mid-cap Equities: The De-escalation Trade
Q1 Bond Outlook: Investor flows and inflation
The evolving GCC IPO market: Trends and investor implications
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Building portfolio resilience through sustainable technology megatrends
How Fixed Income Can (Still) Provide an Anchor to Windward
Reevaluating the India Equity Opportunity
Forward-Looking Climate Metrics in Corporate Bond Portfolios
History rhymes again
Why bitcoin institutional demand is on the rise
Trading Best Practices for Volatile Markets
Emerging Markets Outlook Q1 2026
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
India’s trade faces tariff shock
Emerging Market Equities: Climbing the Wall of Worry
2025 European Wealth Manager Survey
Market Forecasts: Q2 2025
Impact Investing vs. Sustainable Outcome Investing
UK Money Market Reform
Reinventing Shareholder Activism: Stewardship
Fed rate cut sparks mixed market moves
Emerging Market Debt Commentary: Q3 2025
US Tariffs Break the USD Bull Case
How to invest in crypto without buying crypto
Capital Adequacy Disclosures
Japan: Weighing the equity landscape
What to Know About the Dutch Pension Reform
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Six Grey Swans that could move markets in 2026
Inflation Expectations Rocket to Multi-Decade Highs
2025 markets rally through turbulence
Get ahead of the Fed: Financials may get a boost from rate cuts
Bitcoin volatility and liquidity: Key trends for investors
India in 2025: A tale of contrasting risk perception?
MPFL Section 172 Statement
Improving fixed income portfolio resilience with leveraged loans
Six investment trends the summer has revealed
Emerging Market Debt Off to a Strong Start
USD rebounds to neutral
Espresso
How AI is transforming investment management: State Street’s strategic approach
The Top 5 Themes for the US Market in 2026
US retail sales and confidence weaken
Quality continues to offer investors an opportunity in US equities
Considerations for a long-dated US Treasury exposure
Why are Public Pension Funds re-thinking allocations?
60/40 strategy regains strength
Playback of Client Call: Liquidity Update with Global Trading
“Sanaenomics”: A Truss or a Meloni moment?
Spotting Trends: Sectors to Consider in a Changed World
Equity Market Outlook 2026
US labor market signals persistent softness
Tariffs, Transshipping, and the Trouble with Vietnam
Geopolitical tensions remain elevated
2026 Credit Research Outlook
The US Dollar Free Lunch Is Over. What Now? USD investors
US macro data stronger than expected
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Global Growth Dips Amid Uncertainty
Trump’s Trade War: What’s the Endgame?
Fed cuts rates again, December move uncertain
Global High Yield Year in Review
Stewardship Activity Report: Q4 2024
Fed shift hits USD
Fed set for January hold
Sustainability in LDI
US inflation supports September rate cut
Separating Fact from Fear in Japanese Investing
US payrolls data feels like fake resilience
Defensive factor strategies taming the US equities bear
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
US labor market softens, Fed rate cut likely in December
An enhanced approach to broad Emerging Markets equity exposure
Brace for a volatile summer
Emerging Markets Beyond China
Emerging Market Debt Commentary: January 2025
Diversification proves critical in 2025
Climate Transition U.S. Corporate Bond Beta Strategy
Emerging Market Debt Outlook: All Roads Lead to the US
The renewed case for currency hedging fixed income exposures
Overweight in European Equities
The One Question Series: You Ask. We Answer.
Reduce Allocation to European Equities
Labor market softness deepens
PCE inflation steady but elevated
Deregulation sparks financial sector momentum
Leveraged Loans at State Street Investment Management
Fed dissent signals policy shift ahead
Global CIO Reaction to US Presidential Election
The case for active dividends
Nature as an asset: the relevance of biodiversity for investors
The future of crypto: Why smart investors are backing the ecosystem
Weak US jobs data likely seals September rate cut
Should you be worried about Fed independence?
How AI is reshaping emerging markets equities
EMD Hard Currency
SDG integration into systematic portfolios
Monthly Cash Review – EUR
European Aristocrat Strategies
Market Forecasts: Q3 2025
The Case For Enhanced Active Strategies
Bond market shifts signal waning US advantage
How is the GCC positioned for the global AI race?
US Economy Powers Ahead
Forward with focus
Fundamentals favor the US
Monthly Cash Review – GBP
Big Beautiful Bill brings tax clarity
The US Dollar Free Lunch Is Over. What Now? EUR investors
What’s on the horizon for digital assets?
Can Convertibles Defy Markets and Keep Rallying?
SSGAL Section 172 Statement
Investing in real assets with ETFs
Mixed Signals, Murky Outlook
Earnings strength defies uncertainty
Building a Tactical Asset Allocation Overlay With Derivatives
More gleam for gold in the Global Market Portfolio
Climate Transition Corporate Bond Beta Investing Approach
US consumer buffer continues to thin
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
US Sovereign Wealth Fund A Behemoth in the Making?
Global Shariah equities: Quality investment for the future
Skilling Up During Disruption
Deconstructing equity returns: Insights for a new rate cycle
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Identifying Sustainable Outcome Investments