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