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