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Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
From income to outcomes: The evolution and future of fixed income
July rate cut unlikely
No Letup in Capital Expenditures
US consumer buffer continues to thin
Why the global macro data crisis is everyone’s problem
US small-caps: primed for potential upside
How is the GCC positioned for the global AI race?
The new era of income investing
The evolving GCC IPO market: Trends and investor implications
Six investment trends the summer has revealed
Powell hints at rate cuts at Jackson Hole
Considerations for a long-dated US Treasury exposure
Investing in digital assets: Educational resources for investors
Long-Term Asset Class Forecasts: Q4 2025
2024 ETF Impact Survey
Strategies for financial advisor succession planning
Short shocks, longer echoes
Espresso
Euro, yen gain as dollar weakens
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Constructive outlook on commodities
The economics of AI-driven productivity
Sustainability Data Governance and Oversight in Asset Management
Fixed Income Outlook 2026
State Street Sector Momentum Map
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The case for collateralised loan obligations for European investors
The Top 5 Themes for the US Market in 2026
Global High Yield Update—Q1 2026
Private US multifamily real estate looks attractive
Market Forecasts: Q2 2026
Six Grey Swans that could move markets in 2026
Internal succession planning: 5 key steps
Oil retreat supports contained inflation outlook
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
No real joy in the UK Budget
How to Position for Geopolitical Shocks During Trump 2.0
What if investors get bored of AI?
The US Dollar Free Lunch Is Over. What Now? USD investors
Why various market risk metrics tell different stories
Emerging Market Debt Market Commentary: Q2 2025
The rise of the Core-Satellite approach in fixed income portfolio construction
The yield curve's message for equity markets
A new agenda for sustainable investing research: A Q&A
Central banks hold, but tensions drive risk
Hungary’s election: Risks, premia, and market pricing
Emerging market debt: Why index choice matters
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Sustainable Investing: 5 Key Questions Asset Owners Ask
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Emerging market debt outlook: The return of ‘Goldilocks’
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
The investor’s guide to digital assets
Are rate cuts off the table in Australia?
One index offers US exceptionalism, mid-cap potential, and sustainability
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
US inflation supports September rate cut
Emerging market debt outlook: Enduring strength
Return expectations from the Global Market Portfolio
Improving fixed income portfolio resilience with leveraged loans
Long-Term Asset Class Forecasts: Q3 2025
US industry shows signs of revival
Equity Market Outlook 2026
Market Forecasts: Q1 2026
Japan: Weighing the equity landscape
Fed cuts rates again, December move uncertain
The Gulf shock: Energy supply, markets, and macro spillovers
Emerging Market Debt Commentary: January 2026
USD to stabilize; JPY unresponsive to BoJ
US rate cut likely despite growing doubts
What is the Global Market Portfolio?
Markets hold steady amid global tensions
Why the AI CapEx cycle may have more staying power than you think
Equities back to overweight
What to Know About the Dutch Pension Reform
Consistency as a compass in developed market equities
The Impact of Crisis-Driven Dividend Cuts
History rhymes again
Rising yields reshape markets
Global High Yield Update: Q3 2025
Skilling Up During Disruption
An Investment Vision for European Defence
Markets still view Fed independence as intact—here’s why
Why It’s Time for China Equity to Go Solo
High uncertainty doesn’t mean indefinite Fed inaction
Scope 3 emissions in investment decision-making: An analysis
AI meets accountability
US labor market signals persistent softness
How gold hedges policy uncertainty when Fed leadership changes
Sector ETF Momentum Map
Emerging Market Debt Commentary: November 2025
Forward with focus
Inflation shocks test global economic resilience
Quality continues to offer investors an opportunity in US equities
Are yields entering a new phase?
Q3 2025 Credit Research Outlook
Bitcoin volatility and liquidity: Key trends for investors
A new era of monetary and fiscal policy or back to the future? What investors should know
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Consistency as a compass in emerging market equities
The Markets
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Emerging market debt: Enduring strength outlook holds
Crisis conditions favor USD
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Japan is back, and how!
A stronger emerging markets rally will need a new era of reforms
Quality’s role amid equity market uncertainty
Asset Tokenization in Capital Markets
Supreme Court IEEPA tariff decision could raise market risk
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Fixed income scenarios for the current market environment
SAFI turns 2: Delivering consistent alpha, controlled risk
Returns triple boost powers local emerging market debt outperformance
Playback of Client Call: Liquidity Update with Global Trading
The US Dollar Free Lunch Is Over. What Now? NOK investors
Geopolitics at the center of financial markets
Capturing opportunity as the equity landscape evolves
Bank Deposits Versus Money Market Funds
Fixed income ETF fact v fiction
Capital Adequacy Disclosures
Get ahead of the Fed: Financials may get a boost from rate cuts
Long-Term Asset Class Forecasts: Q1 2026
US payrolls data feels like fake resilience
Hawkish Words, Dovish Moves
Monthly Cash Review – GBP
Raising the wealth management bar for Gen X women
Rebalancing toward US Agg
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
How AI is reshaping emerging markets equities
China’s market disconnect
Mapping the sustainable investing spectrum of capital
The Case for High Yield
Monthly Cash Review – EUR
Emerging Market Debt Commentary: July 2025
2025 European Wealth Manager Survey
How to invest in crypto without buying crypto
SDG integration into systematic portfolios
What’s on the horizon for digital assets?
Unlocking opportunity in the leveraged loan market
MPFL Section 172 Statement
Why every institutional investor should use a TAA implementation
Why elevated risk may favour the energy equity sector
2020 Vision: Focus on Finding Opportunities
US consumers strong but uneven
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
High yield case study: how an index allocation can complement an active manager lineup
Q2 2026 Credit Research Outlook
Nature as an asset: the relevance of biodiversity for investors
Mixed data does not preclude rate cuts
Digital assets: The next frontier for markets and investors
Iran war complicates global policy outlook
US inflation mixed, labor data worsens
State Street Global Advisors Rebrands as State Street Investment Management
The One Question Series: You Ask. We Answer.
The case for active dividends
Equities favored as outlook brightens
Iran risks support JPY; USD softens
Brace for a volatile summer
US real GDP cools sharply in Q4 2025
Emerging Market Debt Commentary: October 2025
The Gulf's capital transformation
US mid caps: A comeback for the quiet outperformer?
Identifying Sustainable Outcome Investments
Fed rate cuts spark US housing revival
Geopolitical tensions remain elevated
The path ahead for GCC equities
Fed dissent signals policy shift ahead
How to invest in AI
US labor data sends mixed signals
SSGA Canadian Long-Term Asset Class Forecasts
Q2 2025 SAFI commentary
When Wall Street and Main Street Diverge
Why bitcoin institutional demand is on the rise
Market Forecasts: Q3 2025
Tokenized money market funds (MMFs): Revolutionizing liquidity management
Why are Public Pension Funds re-thinking allocations?
The power of information ratio (IR) in active management
Mixed Signals, Murky Outlook
Investing in real assets with ETFs
Middle East conflict: Is an end in sight by April?
The whole truth behind the Fed’s rate cuts
Alternatives Outlook 2026
Safe havens reimagined: Saudi bonds surge as Treasurys falter
UK Election Outlook
US tariffs: Sector risks and legal challenges ahead?
The case for US 1-5 year investment grade credit
An Update on Dividend Aristocrats
How to value bitcoin: Valuation frameworks for investors
Fed on hold, but for how long?
What does the divergence in US soft and hard data mean?
Monthly Cash Reviews
PCE inflation steady but elevated
Markets tend to shake off geopolitical shocks
Why invest in actively managed ETFs?
Actively managed ETFs: A new chapter for global investors
Markets shift to selectivity phase
2025 markets rally through turbulence
Emerging Market Debt Commentary: Q1 2026
Global High Yield – 2025 in Review and 2026 Outlook
Labor market softness deepens
The case for a broad commodities strategic allocation
Iran war: Risk on, energy off
Emerging Markets Beyond China
Emerging Market Debt Commentary: February 2026
Separating Fact from Fear in Japanese Investing
Equity duration matters, but earnings decide
Sustainability in LDI
US government layoffs raise labor market risks
Iran conflict overshadows mixed global data
The changing makeup of the Global Market Portfolio
PriceStats Analysis
US–China trade truce holds, but for how long?
Emerging Market Debt Commentary: Q4 2025
The transition of power at the Federal Reserve
The Rise of Sukuk from Shariah Roots to Global Opportunity
India IT adapts to the AI shift
Democratizing Private Markets: Strategic Insights and the Path Forward
Hedging China bond exposures: strategic considerations
Leveraged Loans at State Street Investment Management
Nature and biodiversity data: types and uses for investors
US government shutdown update: Risks emerge
One Question Series: Should I Consider Systematic Active Fixed Income?
USD rebounds to neutral
Markets reprice, earnings endure
The US Dollar Free Lunch Is Over. What Now? CHF Investors
How To Invest: A Step by Step Guide
Eurozone signals caution on June rate hike
Gold takes center stage
How is AI reshaping emerging market equity opportunities?
How EMEA-based insurers are approaching nature-related investing
US retail sales and confidence weaken
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Charitable Asset Management
February payroll shock flags AI job loss risk
Building portfolio resilience through sustainable technology megatrends
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
War or peace: Energy, inflation, Europe
Investment trends among sovereign wealth funds
India in 2025: A tale of contrasting risk perception?
Uncommon Sense
The case for emerging markets small-cap equity
Deconstructing equity returns: Insights for a new rate cycle
Understanding markets in the new world order: A geopolitical framework for investors
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Navigating the European Defence Investment Landscape
European equity sectors’ positive vectors
Waiting for the small-cap resurgence
Fed set for January hold
Global markets tilt toward AI
Climate Transition U.S. Corporate Bond Beta Strategy
Investing in the intelligence economy: AI opportunities across global sectors
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Cyclical sectors regain leadership: Financials and Industrials drive momentum
The renewed case for currency hedging fixed income exposures
Reducing underweight in US Agg
Emerging Market Debt Commentary: April 2026
Navigate the market with State Street ETFs Chart Pack
Closing time: How passive investing is reshaping equity market microstructure
Forward with focus: Implementation Guide
An advanced perspective on securities lending
Global equity leadership: is the World enough?
GENIUS Act explained: What it means for crypto and digital assets
Equities remain our top preference
NOK shows promise, CAD faces pressure
The Fed forays into ETFs
Private credit dispersion: Rising stress, not systemic disruption
Emerging Market Debt Commentary: August 2025
Why have convertible bonds outperformed equities in 2025?
Three reasons to implement a sector strategy
US labor market softens, Fed rate cut likely in December
Fundamentals favor the US
SSGAL Section 172 Statement
Optimizing your emerging markets equity portfolio
Energy‑led risks under watch
US macro data stronger than expected
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Global Growth Dips Amid Uncertainty
Global Market Portfolio 2025
Building resilience with private CRE
Can Convertibles Defy Markets and Keep Rallying?
Long-Term Asset Class Forecasts: Q2 2026
Featured Insights
The evolution and future of fixed income
CAD, NOK poised to outperform
European Aristocrat Strategies
Iran war: Energy normalization drifts further away
The future of crypto: Why smart investors are backing the ecosystem
The case for Saudi Enhanced Equity exposure
Trading Best Practices for Volatile Markets
Market trends
Nature and biodiversity: investor objectives for risk and opportunity
GCC countries and India: A new era of economic collaboration
Fed shift hits USD
Trim equities, add duration
Emerging Market Debt Commentary: Q3 2025
Q4 2025 Credit Research Outlook
Market Forecasts: Q4 2025
Impact Investing vs. Sustainable Outcome Investing
Long-Term Asset Class Forecasts: Q2 2025
Why investors should continue to climb the wall of worry
Q2 Investment Outlook
US small-caps in focus
How fixed income can (still) provide an anchor to windward
Market pricing of UK growth is too optimistic
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Fed holds steady amid rising labor concerns
Trimming risk, staying constructive
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Global growth under pressure from energy risks
Beyond AI: The broadening of equity market leadership
What’s driving the surge in global interest rates?
The US Dollar Free Lunch Is Over. What Now? EUR investors
Global High Yield Update—Q2 2025
US labor data improve but risks remain ahead
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
Big Beautiful Bill brings tax clarity
US equities: Euphoria, fragility, and the search for clarity
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Tactical shift favors USD
Weak US jobs data likely seals September rate cut
Macroeconomic Outlook 2026
What has happened to the great rotation?
Global CIO Reaction to US Presidential Election
Tokenization of assets: How it’s reshaping finance and markets
Mega-cap IPOs: Implications for institutional investors and index managers
Emerging Market Equities Outlook Q1 2026
More gleam for gold in the Global Market Portfolio
Webcast Fed Liquidity Programs and ETFs
What the US government shutdown means for markets and the economy
2026 Credit Research Outlook
US exceptionalism: Fading force or enduring edge?
US inflation data supports Fed rate cut outlook
The US Dollar Free Lunch Is Over. What Now? SEK Investors
China’s 2020 National People’s Congress: The Big Policy Pivot
How AI is transforming investment management: State Street’s strategic approach
US inflation surprises but signals unclear
Real assets insights: Q1 2026
Should you be worried about Fed independence?
Fixed income’s year end de-risk supports CLO allocations
Risk-on is back, higher volatility stocks rebound
Thriving through turbulence: European small-caps surge
Global equities: earnings rewarding patience
Global Shariah equities: Quality investment for the future
US labor soft, but no acute stress
EMD Hard Currency
The income squeeze: How market concentration is reshaping equity returns
Climate Transition Euro Corporate Bond Beta Strategy
Prefer longer-duration bonds
Hawkish Fed supports USD
How the Iran War could impact Australia’s infrastructure
“Sanaenomics”: A Truss or a Meloni moment?
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
SPDR® ETFs Throughout the COVID-19 Crisis
Grey Swans 2026
Why we don’t trade headlines: Systematic investors rely on core risk controls
We raise our global growth forecast
Elections
Monthly Cash Review: May 2026 (USD)
An enhanced approach to broad Emerging Markets equity exposure
Europe services slowdown deepens growth concerns