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Market Forecasts: Q4 2025
The case for Saudi Enhanced Equity exposure
Fed holds steady amid rising labor concerns
Forward with focus
A new era of monetary and fiscal policy or back to the future? What investors should know
Why bitcoin institutional demand is on the rise
Consistency as a compass in emerging market equities
Japan’s “Truss Shock": A market scare, but not a systemic crisis
The Top 5 Themes for the US Market in 2026
How to invest in crypto without buying crypto
The case for emerging markets small-cap equity
SAFI turns 2: Delivering consistent alpha, controlled risk
Hawkish Words, Dovish Moves
The transition of power at the Federal Reserve
US labor market softens, Fed rate cut likely in December
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
What is the Global Market Portfolio?
The yield curve's message for equity markets
US inflation supports September rate cut
No real joy in the UK Budget
Long-Term Asset Class Forecasts: Q3 2025
US rate cut likely despite growing doubts
Emerging market debt: Why index choice matters
Crisis conditions favor USD
Sustainability in LDI
US inflation surprises but signals unclear
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Return expectations from the Global Market Portfolio
Iran war complicates global policy outlook
China’s 2020 National People’s Congress: The Big Policy Pivot
Internal succession planning: 5 key steps
The new era of income investing
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Separating Fact from Fear in Japanese Investing
Investment trends among sovereign wealth funds
We raise our global growth forecast
How gold hedges policy uncertainty when Fed leadership changes
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Q2 2026 Credit Research Outlook
No Letup in Capital Expenditures
European Aristocrat Strategies
Elections
State Street Global Advisors Rebrands as State Street Investment Management
Middle East conflict: Is an end in sight by April?
Sustainable Investing: 5 Key Questions Asset Owners Ask
Market pricing of UK growth is too optimistic
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
US tariffs: Sector risks and legal challenges ahead?
Get ahead of the Fed: Financials may get a boost from rate cuts
Why investors should continue to climb the wall of worry
Fixed Income Outlook 2026
February payroll shock flags AI job loss risk
Featured Insights
Hedging China bond exposures: strategic considerations
Sustainability Data Governance and Oversight in Asset Management
2025 markets rally through turbulence
SSGA Canadian Long-Term Asset Class Forecasts
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
US retail sales and confidence weaken
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Alternatives Outlook 2026
Iran conflict overshadows mixed global data
War or peace: Energy, inflation, Europe
Are yields entering a new phase?
How EMEA-based insurers are approaching nature-related investing
Equities remain our top preference
US labor soft, but no acute stress
Skilling Up During Disruption
Iran war: Risk on, energy off
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Big Beautiful Bill brings tax clarity
USD rebounds to neutral
Unlocking opportunity in the leveraged loan market
Why Institutions in the Middle East Should Consider Tactical Asset Allocation
SDG integration into systematic portfolios
Market Forecasts: Q2 2026
Investing in digital assets: Educational resources for investors
Global High Yield Update—Q1 2026
PriceStats Analysis
Cyclical sectors regain leadership: Financials and Industrials drive momentum
PCE inflation steady but elevated
What the US government shutdown means for markets and the economy
Global growth under pressure from energy risks
Gold takes center stage
Tokenization of assets: How it’s reshaping finance and markets
The whole truth behind the Fed’s rate cuts
Monthly Cash Review: May 2026 (USD)
Mapping the sustainable investing spectrum of capital
How AI is reshaping emerging markets equities
The Markets
Returns triple boost powers local emerging market debt outperformance
The path ahead for GCC equities
The power of information ratio (IR) in active management
Market Forecasts: Q1 2026
One Question Series: Should I Consider Systematic Active Fixed Income?
Consistency as a compass in developed market equities
Fundamentals favor the US
Nature and biodiversity: investor objectives for risk and opportunity
An Investment Vision for European Defence
Mega-cap IPOs: Implications for institutional investors and index managers
Emerging Market Debt Commentary: Q4 2025
Building resilience with private CRE
Long-Term Asset Class Forecasts: Q4 2025
US equities: Euphoria, fragility, and the search for clarity
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Eurozone signals caution on June rate hike
Strategies for financial advisor succession planning
US consumer buffer continues to thin
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Considerations for a long-dated US Treasury exposure
Brace for a volatile summer
Emerging market debt outlook: The return of ‘Goldilocks’
Investing in the intelligence economy: AI opportunities across global sectors
Fixed income ETF fact v fiction
USD to stabilize; JPY unresponsive to BoJ
Fed rate cuts spark US housing revival
July rate cut unlikely
Iran war: Energy normalization drifts further away
Rebalancing toward US Agg
Why are Public Pension Funds re-thinking allocations?
Real assets insights: Q1 2026
Bitcoin volatility and liquidity: Key trends for investors
Emerging Market Debt Commentary: Q3 2025
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Inflation shocks test global economic resilience
Global Shariah equities: Quality investment for the future
Should you be worried about Fed independence?
Are rate cuts off the table in Australia?
Investing in real assets with ETFs
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Grey Swans 2026
Markets reprice, earnings endure
More gleam for gold in the Global Market Portfolio
Q2 Investment Outlook
Markets hold steady amid global tensions
Market Forecasts: Q3 2025
Climate Transition U.S. Corporate Bond Beta Strategy
How to Position for Geopolitical Shocks During Trump 2.0
Long-Term Asset Class Forecasts: Q2 2026
The Gulf shock: Energy supply, markets, and macro spillovers
Identifying Sustainable Outcome Investments
India in 2025: A tale of contrasting risk perception?
2024 ETF Impact Survey
What does the divergence in US soft and hard data mean?
Deconstructing equity returns: Insights for a new rate cycle
China’s market disconnect
US consumers strong but uneven
What to Know About the Dutch Pension Reform
2025 European Wealth Manager Survey
Bank Deposits Versus Money Market Funds
Emerging Market Debt Market Commentary: Q2 2025
Navigate the market with State Street ETFs Chart Pack
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Capturing opportunity as the equity landscape evolves
The One Question Series: You Ask. We Answer.
US inflation mixed, labor data worsens
Q2 2025 SAFI commentary
Why have convertible bonds outperformed equities in 2025?
How the Iran War could impact Australia’s infrastructure
Uncommon Sense
The US Dollar Free Lunch Is Over. What Now? USD investors
Rising yields reshape markets
Closing time: How passive investing is reshaping equity market microstructure
Iran risks support JPY; USD softens
Risk-on is back, higher volatility stocks rebound
Short shocks, longer echoes
Thriving through turbulence: European small-caps surge
What has happened to the great rotation?
Why invest in actively managed ETFs?
US inflation data supports Fed rate cut outlook
US government shutdown update: Risks emerge
Beyond AI: The broadening of equity market leadership
What if investors get bored of AI?
Prefer longer-duration bonds
Energy‑led risks under watch
US–China trade truce holds, but for how long?
Diversification in focus: JP Morgan announces changes to EMD benchmarks
From “Gratuity” to “Opportunity”: Why we believe the Gulf States are ready for Defined Contribution
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Macroeconomic Outlook 2026
Mixed Signals, Murky Outlook
The case for collateralised loan obligations for European investors
Emerging Market Debt Commentary: November 2025
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Safe havens reimagined: Saudi bonds surge as Treasurys falter
“Sanaenomics”: A Truss or a Meloni moment?
Quality continues to offer investors an opportunity in US equities
Emerging Market Debt Commentary: August 2025
Equity duration matters, but earnings decide
Improving fixed income portfolio resilience with leveraged loans
Global High Yield Update—Q2 2025
The rise of the Core-Satellite approach in fixed income portfolio construction
Impact Investing vs. Sustainable Outcome Investing
Global Growth Dips Amid Uncertainty
Constructive outlook on commodities
US real GDP cools sharply in Q4 2025
Labor market softness deepens
Why the global macro data crisis is everyone’s problem
History rhymes again
Geopolitical tensions remain elevated
Charitable Asset Management
Navigating the European Defence Investment Landscape
The changing makeup of the Global Market Portfolio
The US Dollar Free Lunch Is Over. What Now? SEK Investors
SSGAL Section 172 Statement
Why It’s Time for China Equity to Go Solo
Supreme Court IEEPA tariff decision could raise market risk
The economics of AI-driven productivity
The US Dollar Free Lunch Is Over. What Now? NOK investors
US labor data improve but risks remain ahead
Europe services slowdown deepens growth concerns
Emerging Market Debt Commentary: April 2026
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Six investment trends the summer has revealed
Reducing underweight in US Agg
Mixed data does not preclude rate cuts
CAD, NOK poised to outperform
Climate Transition Euro Corporate Bond Beta Strategy
GENIUS Act explained: What it means for crypto and digital assets
The case for active dividends
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
How To Invest: A Step by Step Guide
Global High Yield Update: Q3 2025
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
When Wall Street and Main Street Diverge
Tactical shift favors USD
Equities favored as outlook brightens
Nature as an asset: the relevance of biodiversity for investors
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
GCC countries and India: A new era of economic collaboration
Democratizing Private Markets: Strategic Insights and the Path Forward
Markets still view Fed independence as intact—here’s why
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
US payrolls data feels like fake resilience
How is the GCC positioned for the global AI race?
MPFL Section 172 Statement
US macro data stronger than expected
Markets tend to shake off geopolitical shocks
From income to outcomes: The evolution and future of fixed income
A new agenda for sustainable investing research: A Q&A
Raising the wealth management bar for Gen X women
Waiting for the small-cap resurgence
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
US small-caps in focus
Six Grey Swans that could move markets in 2026
The Rise of Sukuk from Shariah Roots to Global Opportunity
Emerging Market Debt Commentary: February 2026
Fed dissent signals policy shift ahead
Trim equities, add duration
Equity Market Outlook 2026
The investor’s guide to digital assets
Emerging market debt: Enduring strength outlook holds
The income squeeze: How market concentration is reshaping equity returns
Fed cuts rates again, December move uncertain
Hungary’s election: Risks, premia, and market pricing
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Private credit dispersion: Rising stress, not systemic disruption
Fed shift hits USD
Global High Yield – 2025 in Review and 2026 Outlook
A stronger emerging markets rally will need a new era of reforms
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Leveraged Loans at State Street Investment Management
Weak US jobs data likely seals September rate cut
Fed on hold, but for how long?
Digital assets: The next frontier for markets and investors
Understanding markets in the new world order: A geopolitical framework for investors
Fixed income scenarios for the current market environment
US government layoffs raise labor market risks
Monthly Cash Review – GBP
Powell hints at rate cuts at Jackson Hole
Oil retreat supports contained inflation outlook
How AI is transforming investment management: State Street’s strategic approach
US labor data sends mixed signals
Capital Adequacy Disclosures
AI meets accountability
Emerging Market Debt Commentary: Q1 2026
Fed set for January hold
The evolution and future of fixed income
Global markets tilt toward AI
Private US multifamily real estate looks attractive
Emerging Market Equities Outlook Q1 2026
US small-caps: primed for potential upside
Long-Term Asset Class Forecasts: Q2 2025
What’s on the horizon for digital assets?
US exceptionalism: Fading force or enduring edge?
Actively managed ETFs: A new chapter for global investors
India IT adapts to the AI shift
Quality’s role amid equity market uncertainty
Why elevated risk may favour the energy equity sector
Why we don’t trade headlines: Systematic investors rely on core risk controls
Emerging Market Debt Commentary: October 2025
Why various market risk metrics tell different stories
Euro, yen gain as dollar weakens
The future of crypto: Why smart investors are backing the ecosystem
Asset Tokenization in Capital Markets
US industry shows signs of revival
Japan: Weighing the equity landscape
An advanced perspective on securities lending
Scope 3 emissions in investment decision-making: An analysis
High uncertainty doesn’t mean indefinite Fed inaction
Trimming risk, staying constructive
NOK shows promise, CAD faces pressure
Optimizing your emerging markets equity portfolio
Geopolitics at the center of financial markets
2026 Credit Research Outlook
Forward with focus: Implementation Guide
EMD Hard Currency
How to invest in AI
Long-Term Asset Class Forecasts: Q1 2026
Emerging Market Debt Commentary: July 2025
Q4 2025 Credit Research Outlook
Global Market Portfolio 2025
Emerging market debt outlook: Enduring strength
Japan is back, and how!
Tokenized money market funds (MMFs): Revolutionizing liquidity management
The US Dollar Free Lunch Is Over. What Now? CHF Investors
US labor market signals persistent softness
Monthly Cash Review – EUR
The Gulf's capital transformation
Market trends
Equities back to overweight
High yield case study: how an index allocation can complement an active manager lineup
The evolving GCC IPO market: Trends and investor implications
Hawkish Fed supports USD
Markets shift to selectivity phase
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
How is AI reshaping emerging market equity opportunities?
Emerging Market Debt Commentary: January 2026
An enhanced approach to broad Emerging Markets equity exposure
How to value bitcoin: Valuation frameworks for investors
What’s driving the surge in global interest rates?
How fixed income can (still) provide an anchor to windward
Central banks hold, but tensions drive risk
The US Dollar Free Lunch Is Over. What Now? EUR investors
Nature and biodiversity data: types and uses for investors
Why the AI CapEx cycle may have more staying power than you think