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