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German Election: “Alternative zur Stagnation?”
Get ahead of the Fed: Financials may get a boost from rate cuts
Elections
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
No Letup in Capital Expenditures
SSGA Canadian Long-Term Asset Class Forecasts
Global High Yield Update: Q3 2025
Emerging Market Debt Commentary: November 2024
NOK shows promise, CAD faces pressure
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
The future of crypto: Why smart investors are backing the ecosystem
Global Growth Dips Amid Uncertainty
Emerging Market Debt Commentary: Q3 2025
Unlocking opportunity in the leveraged loan market
Global High Yield Update – Q1 2025
European Aristocrat Strategies
Six Grey Swans That Could Move Markets in 2025
The Misconception of Value Investing in the Eurozone
Credit spreads signal confidence and risk
More Storms Brewing: Are Tariffs on Europe Next?
Climate Transition Corporate Bond Beta Investing Approach
Capital Adequacy Disclosures
Investing in real assets with ETFs
From defensive to dynamic: Utilities enter a new era of growth
How EMEA-based insurers are approaching nature-related investing
Q2 2025 Credit Research Outlook
Q1 2025 Cash Outlook
Recalibration Day
Odds of Fed December Cut Increase
Rethinking the Role of Bonds in Multi-Asset Portfolios
Building a Tactical Asset Allocation Overlay With Derivatives
Yielding Power: What Militarizing Europe Means for its Bond Markets
Six investment trends the summer has revealed
Fixed Income Outlook 2026
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Policy Action Overshadows February Jobs Report
ECB Cuts Rate and Signals More Easing
Alternatives Outlook 2026
China’s 2020 National People’s Congress: The Big Policy Pivot
An Investment Vision for European Defence
Monthly Cash Review – EUR
Fed cuts rates again, December move uncertain
Reduce Allocation to European Equities
Regaining Retirement Confidence in a Post-Pandemic Environment
Reevaluating the India Equity Opportunity
UK Headline Inflation Accelerates
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
US small-caps in focus
Markets hold steady amid global tensions
Global High Yield Update—Q2 2025
Why It’s Time for China Equity to Go Solo
US labor market signals persistent softness
Beyond Banks: Financial Stocks and Trump
High uncertainty doesn’t mean indefinite Fed inaction
Constructive outlook on commodities
Equity Market Outlook 2026
The Gulf's capital transformation
The US Dollar Free Lunch Is Over. What Now? USD investors
What does the divergence in US soft and hard data mean?
Global Market Portfolio 2025
US Tariffs Break the USD Bull Case
State Street Global Advisors Rebrands as State Street Investment Management
Climate Transition U.S. Corporate Bond Beta Strategy
3 Global High Yield Myths That Just Don’t Hold Up
Trump’s Trade War: What’s the Endgame?
US Economy Powers Ahead
What the US government shutdown means for markets and the economy
Long-Term Asset Class Forecasts: Q2 2025
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Are rate cuts off the table in Australia?
Hawkish Words, Dovish Moves
US exceptionalism: Fading force or enduring edge?
The Case for US Innovation and Growth
The whole truth behind the Fed’s rate cuts
Q2 2025 SAFI commentary
Improving fixed income portfolio resilience with leveraged loans
US tariffs: Sector risks and legal challenges ahead?
Can the Bank of Japan Continue to Swim Against the Tide?
Are Foreign Investors Really “Dumping” US Treasury Bonds?
How AI is reshaping emerging markets equities
When Data and Headlines Don’t Quite Match Up: Where We Stand on Markets and the Economy
Scope 3 emissions in investment decision-making: An analysis
US rate cut likely despite growing doubts
Long-Term Asset Class Forecasts: Q1 2025
Takaichi’s policies fuel Japan’s market rally
What is the Global Market Portfolio?
Trump 2.0: Implications for Taiwan, South Korea, and China’s Tech Sectors
Gold’s resilience flags hidden market risks
Beyond AI: The broadening of equity market leadership
2022 Global Retirement Reality Report: US Snapshot
The Rise in Systematic Credit Investing
US Employment Report Triggers Rate Cuts Rethink
Steady Global Growth Masks Considerable Risks
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
US inflation supports September rate cut
A new agenda for sustainable investing research: A Q&A
Momentum Sails On, For Now
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Data Keeps Alive Chance of March Fed Cut
Tariffs, Transshipping, and the Trouble with Vietnam
Emerging Market Debt Commentary: October 2025
Prospects for a Turnaround in European Equity Fortunes
Skilling Up During Disruption
How is the GCC positioned for the global AI race?
The Price of Protectionism: Understanding the Economic Trade-offs of Tariffs
What Tariffs Mean for the Economy and Markets
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Market Forecasts: Q2 2025
Inflation Signals December Rate Cut
Impact Investing vs. Sustainable Outcome Investing
Small caps poised for a comeback
Should you be worried about Fed independence?
Tech turns defensive as labor weakens
A Better Macro Policy Framework for Europe
What’s driving S&P 500 valuations now?
Hedging China bond exposures: strategic considerations
US government layoffs raise labor market risks
Cracks Appear in Bullish US Dollar Story
We Maintain No-Recession Call Despite GDP Data
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Separating Fact from Fear in Japanese Investing
The income squeeze: How market concentration is reshaping equity returns
Optimizing your emerging markets equity portfolio
Little Relief in Current Data
What’s on the horizon for digital assets?
From income to outcomes: The evolution and future of fixed income
2025 European Wealth Manager Survey
2025 Global Retirement Reality Report: Canada Snapshot
Little to See, Much to Worry About
Elections Extend US Dollar Strength
Emerging Market Debt Commentary: August 2025
Returns triple boost powers local emerging market debt outperformance
Deconstructing equity returns: Insights for a new rate cycle
Emerging Market Equities: Climbing the Wall of Worry
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Saudi Arabia: A Shelter from the Debt Storm?
Policy tightness threatens soft landing
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Forward-Looking Climate Metrics in Corporate Bond Portfolios
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Building resilience with private CRE
When Wall Street and Main Street Diverge
2023 Global Retirement Reality Report: UK Snapshot
The rise of the Core-Satellite approach in fixed income portfolio construction
SSGAL Section 172 Statement
Q2 2025 Cash Outlook
Why every institutional investor should use a TAA implementation
Global Retirement Reality Report
Germany's Fiscal Shift: Market Implications and Global Ripples
GCC countries and India: A new era of economic collaboration
Valuation tension in resilient credit
Australian Retirement Survey During a Time of Change
Thriving through turbulence: European small-caps surge
BoJ Rate Now at 17-Year High
An Advanced Perspective on Securities Lending
Long-Term Asset Class Forecasts: Q4 2025
Hawkish Fed supports USD
The Rise of Sukuk from Shariah Roots to Global Opportunity
2023 Global Retirement Reality Report: Ireland Snapshot
Inflation Expectations Rocket to Multi-Decade Highs
Housing Market Faces Tepid Spring
Appetite for Risk Wanes
Emerging Market Debt Commentary: February 2025
Monthly Cash Review: August 2025 (USD)
Mixed Signals, Murky Outlook
GCC reforms spark resilient market growth
The US Dollar Free Lunch Is Over. What Now? EUR investors
Return expectations from the Global Market Portfolio
Emerging Market Debt Market Commentary: Q2 2025
Climate Transition Euro Corporate Bond Beta Strategy
The One Question Series: You Ask. We Answer.
Fed shift hits USD
Waiting for the small-cap resurgence
2024 ETF Impact Survey
2025 Global Retirement Reality Report: Ireland Snapshot
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Reducing underweight in US Agg
CAD, NOK poised to outperform
2022 Global Retirement Reality Report: UK Snapshot
Long-Term US Dollar Risks Persist
A new era of monetary and fiscal policy or back to the future? What investors should know
Allocation to Europe Equities Increased
Why are Public Pension Funds re-thinking allocations?
Can Australia Survive A Trade War?
EMD Hard Currency
Why the AI CapEx cycle may have more staying power than you think
Asset Tokenization in Capital Markets
Monthly Cash Review - GBP
Could ‘70s Era Stagflation Make a Comeback?
PCE inflation steady but elevated
Powell hints at rate cuts at Jackson Hole
Safe havens reimagined: Saudi bonds surge as Treasurys falter
A New Leadership Era: Institutional Meets Individual
US inflation returns to historical sweet spot
Global Equities: Balancing Risks and Opportunities
2023 Global Retirement Reality Report: US Snapshot
US labor market softens, Fed rate cut likely in December
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Deregulation sparks financial sector momentum
Commodities Now an Overweight
2025 Global Retirement Reality Report: UK Snapshot
Real assets insights: Q3 2025
Long-Term Asset Class Forecasts: Q3 2025
Brace for a volatile summer
Two-Sided Risks to US Soft Landing
Bond market shifts signal waning US advantage
2025 Credit Research Outlook
Global Shariah equities: Quality investment for the future
How to invest in crypto without buying crypto
What if investors get bored of AI?
Q4 2025 Credit Research Outlook
Market Forecasts: Q4 2025
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Why the GCC Is Emerging as a Global Private Markets Hotspot
MPFL Section 172 Statement
US government shutdown update: Risks emerge
A stronger emerging markets rally will need a new era of reforms
Playback of Client Call: Liquidity Update with Global Trading
Smart Beta Compass
Emerging Market Debt Commentary: April 2025
Emerging Market Debt Commentary: July 2025
US retail sales and confidence weaken
Small Caps: More Than Just a Factor Premium
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Don’t Sell the US Dollar Yet
Euro, yen gain as dollar weakens
India’s trade faces tariff shock
2025 Global Retirement Reality Report: Australia Snapshot
Temporary Rise in US Inflation Ahead
US Housing Activity Shifts
Mapping the sustainable investing spectrum of capital
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Global High Yield Year in Review
Consistency as a compass in emerging market equities
Market Forecasts: Q1 2025
Nature as an asset: the relevance of biodiversity for investors
Waiting for Value: Time to Reassess ‘Cheap’ Equities?
DeepSeek’s Game-Changing Implications for the AI Play
Why Investors Should Continue to Climb the Wall of Worry
2022 Global Retirement Reality Report: Ireland Snapshot
Looking for a Signal in the Noise
US macro data stronger than expected
Finishing Strong and Preparing for the Year Ahead
Weak US jobs data likely seals September rate cut
Big Beautiful Bill brings tax clarity
Emerging Market Debt Commentary: January 2025
Volatility positioning: How to hold on for the ride
More gleam for gold in the Global Market Portfolio
Surging Tailwinds Support US Small-cap and Mid-cap Stocks
The changing makeup of the Global Market Portfolio
Three Surprises for 2025: Overcoming One-way Investor Sentiment
GENIUS Act explained: What it means for crypto and digital assets
US payrolls data feels like fake resilience
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Why have convertible bonds outperformed equities in 2025?
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
The evolving GCC IPO market: Trends and investor implications
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Emerging Market Debt: Enhancing a Global Bond Portfolio
Why invest in actively managed ETFs?
2025 Global Retirement Reality Report: US Snapshot
Tariffs Test S&P 500 Margins
Fixed Income 2025: Roadmap
Convertibles Steer Through 2025 Turbulence Smoothly
Why bitcoin institutional demand is on the rise
One Question Series: Should I Consider Systematic Active Fixed Income?
Why the global macro data crisis is everyone’s problem
Next Fed Cut Could Be in July, Not June
Geopolitical tensions remain elevated
Tariff Risk Looms Large
Convertibles Tough Out Trump Mega Volatility
Equities remain our top preference
India in 2025: A tale of contrasting risk perception?
The Case For Enhanced Active Strategies
Fed rate cuts spark US housing revival
How JGBs outshine G4 peers on term spreads
How to Position for Geopolitical Shocks During Trump 2.0
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
We raise our global growth forecast
A strategic foundation: twenty years of real assets
The US Dollar Free Lunch Is Over. What Now? SEK Investors
The case for collateralised loan obligations for European investors
How is AI reshaping emerging market equity opportunities?
Tariffs Put Global Economy at Risk of Recession
Diversification proves critical in 2025
Defensive factor strategies taming the US equities bear
Fed on hold, but for how long?
US inflation mixed, labor data worsens
July rate cut unlikely
Will These Grey Swans Take Flight in 2025?
5 Emerging Market Wildcards for 2025
Sentiment Improves for Fixed Income
Navigating the European Defence Investment Landscape
Active Quantitative Equity Quarterly
Overweight in European Equities
Why Chinese Government Bonds Warrant Attention… and Caution
Books Every Investor Should Read
The US Dollar Free Lunch Is Over. What Now? NOK investors
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Macroeconomic Outlook 2026
Earnings strength defies uncertainty
Sustainable Investing: 5 Key Questions Asset Owners Ask
SDG integration into systematic portfolios
Emerging market debt outlook: The return of ‘Goldilocks’
Making Sense of the Current US Treasury Market
Volatility Guardrails for Uncertain Times
Fed rate cut sparks mixed market moves
AI comes for marketing
How Fixed Income Can (Still) Provide an Anchor to Windward
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Fed dissent signals policy shift ahead
US Sovereign Wealth Fund A Behemoth in the Making?
The Markets
Bond Sell-Off: Implications for the US and UK Markets
How To Invest: A Step by Step Guide
Fixed Income 2025: Return of the Sovereigns
The Global Trend of Positive Stock/Bond Correlation
Equities favored as outlook brightens
Featured Insights
Quality continues to offer investors an opportunity in US equities
Growing Tariff Anxiety Overshadows Payrolls Data
Emerging Market Debt Commentary: Q4 2024
Reversal of Fortune: Tech Equities Lag the Rest
Considerations for a long-dated US Treasury exposure
Emerging Market Debt Outlook: All Roads Lead to the US
Stewardship Report 2024
US equities: Euphoria, fragility, and the search for clarity
Forward with focus
US small-caps: primed for potential upside
Investing in digital assets: Educational resources for investors
2024 US Retirement Reality Report: US Snapshot
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Prefer longer-duration bonds
Uncommon Sense
Digital assets: The next frontier for markets and investors
“Sanaenomics”: A Truss or a Meloni moment?
January CPI Hotter Than Expected
Emerging Market Debt Commentary: Q1 2025
‘Value-Up’ Governance Arrives in China
Mega-caps reshape market dynamics
Evolution of Trading in Emerging Markets
No real joy in the UK Budget
US inflation data supports Fed rate cut outlook
Third Quarter 2019 Forecast
60/40 strategy regains strength
Opportunities and Risks Related to Emerging Technologies
Stewardship Activity Report: Q4 2024
Investing in Uncertain Times
Market Forecasts: Q3 2025
Tokenization of assets: How it’s reshaping finance and markets