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February payroll shock flags AI job loss risk
Equity Market Outlook 2026
The income squeeze: How market concentration is reshaping equity returns
2024 US Retirement Reality Report: US Snapshot
Closing time: How passive investing is reshaping equity market microstructure
The case for emerging markets small-cap equity
CAD, NOK poised to outperform
Quality’s role amid equity market uncertainty
US equities: Euphoria, fragility, and the search for clarity
How to invest in AI
Labor market softness deepens
We Maintain No-Recession Call Despite GDP Data
The power of information ratio (IR) in active management
Leveraged Loans at State Street Investment Management
2020 Vision: Focus on Finding Opportunities
Weak US jobs data likely seals September rate cut
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Appetite for Risk Wanes
Global Shariah equities: Quality investment for the future
Why are Public Pension Funds re-thinking allocations?
US labor market softens, Fed rate cut likely in December
US payrolls data feels like fake resilience
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Capturing opportunity as the equity landscape evolves
High uncertainty doesn’t mean indefinite Fed inaction
US Small- and Mid-cap Equities: The De-escalation Trade
Emerging market debt outlook: Enduring strength
Supreme Court IEEPA tariff decision could raise market risk
Nature as an asset: the relevance of biodiversity for investors
Iran conflict overshadows mixed global data
Prefer longer-duration bonds
Should you be worried about Fed independence?
Fundamentals favor the US
Fed dissent signals policy shift ahead
The US Dollar Free Lunch Is Over. What Now? CHF Investors
The US Dollar Free Lunch Is Over. What Now? USD investors
Climate Transition Corporate Bond Beta Investing Approach
A New Leadership Era: Institutional Meets Individual
Waiting for the small-cap resurgence
Building portfolio resilience through sustainable technology megatrends
Improving fixed income portfolio resilience with leveraged loans
US labor market signals persistent softness
Trump’s Trade War: What’s the Endgame?
Markets still view Fed independence as intact—here’s why
Long-Term Asset Class Forecasts: Q3 2025
Trim equities, add duration
Bank Deposits Versus Money Market Funds
Understanding Money Market Funds
The renewed case for currency hedging fixed income exposures
Temporary Rise in US Inflation Ahead
Investing in Uncertain Times
India IT adapts to the AI shift
Climate Transition Euro Corporate Bond Beta Strategy
Monthly Cash Reviews
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Q2 2025 Cash Outlook
Macroeconomic Outlook 2026
Fed rate cuts spark US housing revival
The Top 5 Themes for the US Market in 2026
European Aristocrat Strategies
What is the Global Market Portfolio?
Global High Yield – 2025 in Review and 2026 Outlook
Building resilience with private CRE
One index offers US exceptionalism, mid-cap potential, and sustainability
Monthly Cash Review – GBP
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Iran war complicates global policy outlook
How JGBs outshine G4 peers on term spreads
More gleam for gold in the Global Market Portfolio
How to value bitcoin: Valuation frameworks for investors
Global growth under pressure from energy risks
Deconstructing equity returns: Insights for a new rate cycle
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Q1 Bond Outlook: Investor flows and inflation
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Stewardship Activity Report: Q4 2024
No real joy in the UK Budget
Global Market Portfolio 2025
Mixed data does not preclude rate cuts
Global Equities: Balancing Risks and Opportunities
Sector ETF Momentum Map
Japan’s “Truss Shock": A market scare, but not a systemic crisis
MPFL Section 172 Statement
Identifying Sustainable Outcome Investments
Inflation Expectations Rocket to Multi-Decade Highs
How is AI reshaping emerging market equity opportunities?
How EMEA-based insurers are approaching nature-related investing
Euro, yen gain as dollar weakens
Fed on hold, but for how long?
High yield case study: how an index allocation can complement an active manager lineup
USD to stabilize; JPY unresponsive to BoJ
Mixed Signals, Murky Outlook
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Fixed income’s year end de-risk supports CLO allocations
2024 ETF Impact Survey
Fed cuts rates again, December move uncertain
Emerging market debt: Why index choice matters
Grey Swans 2026
US tariffs: Sector risks and legal challenges ahead?
How To Invest: A Step by Step Guide
Why invest in actively managed ETFs?
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
US government shutdown update: Risks emerge
Volatility positioning: How to hold on for the ride
The Gulf's capital transformation
State Street Global Advisors Rebrands as State Street Investment Management
SAFI turns 2: Delivering consistent alpha, controlled risk
Gold takes center stage
Active Quantitative Equity Quarterly
US inflation data supports Fed rate cut outlook
Why bitcoin institutional demand is on the rise
What if investors get bored of AI?
Why every institutional investor should use a TAA implementation
Global Growth Dips Amid Uncertainty
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Geopolitical tensions remain elevated
Q1 bond market outlook for ETF investors
SSGAL Section 172 Statement
“Sanaenomics”: A Truss or a Meloni moment?
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Scope 3 emissions in investment decision-making: An analysis
Hawkish Fed supports USD
What to Know About the Dutch Pension Reform
US mid caps: A comeback for the quiet outperformer?
Making Sense of the Current US Treasury Market
Consistency as a compass in emerging market equities
Constructive outlook on commodities
Investment trends among sovereign wealth funds
Global equities: earnings rewarding patience
The case for US 1-5 year investment grade credit
Investing in the intelligence economy: AI opportunities across global sectors
Emerging Market Debt Commentary: Q3 2025
Long-Term Asset Class Forecasts: Q4 2025
Reduce Allocation to European Equities
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
How is the GCC positioned for the global AI race?
NOK shows promise, CAD faces pressure
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Next Fed Cut Could Be in July, Not June
Credit spreads signal confidence and risk
Investing in digital assets: Educational resources for investors
Powell hints at rate cuts at Jackson Hole
Global High Yield Update—Q2 2025
India in 2025: A tale of contrasting risk perception?
The One Question Series: You Ask. We Answer.
3 Global High Yield Myths That Just Don’t Hold Up
US labor soft, but no acute stress
Volatility Guardrails for Uncertain Times
Alternatives Outlook 2026
Real assets insights: Q4 2025
Looking for a Signal in the Noise
Short shocks, longer echoes
Emerging Market Debt Market Commentary: Q2 2025
Impact Investing vs. Sustainable Outcome Investing
Beyond AI: The broadening of equity market leadership
Building a Tactical Asset Allocation Overlay With Derivatives
Six Grey Swans that could move markets in 2026
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Third Quarter 2019 Forecast
What the US government shutdown means for markets and the economy
Return expectations from the Global Market Portfolio
The Impact of Crisis-Driven Dividend Cuts
Reducing underweight in US Agg
Why elevated risk may favour the energy equity sector
When Wall Street and Main Street Diverge
A new agenda for sustainable investing research: A Q&A
Unlocking opportunity in the leveraged loan market
Takaichi’s policies fuel Japan’s market rally
SDG integration into systematic portfolios
The Markets
How AI is transforming investment management: State Street’s strategic approach
US industry shows signs of revival
Tokenization of assets: How it’s reshaping finance and markets
Separating Fact from Fear in Japanese Investing
2026 Credit Research Outlook
US inflation returns to historical sweet spot
Emerging Market Equities: Climbing the Wall of Worry
SSGA Canadian Long-Term Asset Class Forecasts
Charitable Asset Management
Market Forecasts: Q3 2025
US retail sales and confidence weaken
Why the GCC Is Emerging as a Global Private Markets Hotspot
Mapping the sustainable investing spectrum of capital
Hawkish Words, Dovish Moves
What Tariffs Mean for the Economy and Markets
Are rate cuts off the table in Australia?
Are yields entering a new phase?
Navigating the European Defence Investment Landscape
Climate Transition U.S. Corporate Bond Beta Strategy
Fixed Income Outlook 2026
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Global equity leadership: is the World enough?
Investing in real assets with ETFs
Emerging Market Debt Commentary: April 2025
60/40 strategy regains strength
The case for active dividends
Uncommon Sense
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
US consumer buffer continues to thin
Sustainability Data Governance and Oversight in Asset Management
2025 Global Retirement Reality Report: Canada Snapshot
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Six investment trends the summer has revealed
Democratizing Private Markets: Strategic Insights and the Path Forward
Webcast Fed Liquidity Programs and ETFs
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Why the global macro data crisis is everyone’s problem
The rise of the Core-Satellite approach in fixed income portfolio construction
Featured Insights
AI comes for marketing
Broadening Out From Trump 2.0
US exceptionalism: Fading force or enduring edge?
Long-Term Asset Class Forecasts: Q1 2026
US macro data stronger than expected
How AI is reshaping emerging markets equities
Equities remain our top preference
Tariffs Test S&P 500 Margins
How to Position for Geopolitical Shocks During Trump 2.0
Emerging Market Debt Commentary: August 2025
Why have convertible bonds outperformed equities in 2025?
Optimizing your emerging markets equity portfolio
Brace for a volatile summer
SPDR® ETFs Throughout the COVID-19 Crisis
Tariffs Put Global Economy at Risk of Recession
Q2 2026 Credit Research Outlook
Sustainability in LDI
The US Dollar Free Lunch Is Over. What Now? NOK investors
Long-Term Asset Class Forecasts: Q2 2025
2025 markets rally through turbulence
Fixed income ETF fact v fiction
Emerging Market Debt Commentary: July 2025
The Case for High Yield
Quality continues to offer investors an opportunity in US equities
Market Forecasts: Q1 2026
2025 Global Retirement Reality Report: US Snapshot
US small-caps in focus
Tariffs, Transshipping, and the Trouble with Vietnam
2025 Global Retirement Reality Report: Australia Snapshot
PCE inflation steady but elevated
Emerging Market Debt Commentary: Q1 2025
Markets hold steady amid global tensions
A new era of monetary and fiscal policy or back to the future? What investors should know
Espresso
July rate cut unlikely
Emerging Market Debt Commentary: November 2025
The Rise in Systematic Credit Investing
Market Forecasts: Q4 2025
Emerging Market Debt: Enhancing a Global Bond Portfolio
How to invest in crypto without buying crypto
Why the AI CapEx cycle may have more staying power than you think
Japan: Weighing the equity landscape
Trading Best Practices for Volatile Markets
EMD Hard Currency
Asset Tokenization in Capital Markets
GCC countries and India: A new era of economic collaboration
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Q4 2025 Credit Research Outlook
The Rise of Sukuk from Shariah Roots to Global Opportunity
How gold hedges policy uncertainty when Fed leadership changes
AI meets accountability
Global CIO Reaction to US Presidential Election
Big Beautiful Bill brings tax clarity
Emerging market debt outlook: The return of ‘Goldilocks’
Elections
An enhanced approach to broad Emerging Markets equity exposure
Are Foreign Investors Really “Dumping” US Treasury Bonds?
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Trimming risk, staying constructive
Market trends
Forward with focus
History rhymes again
Q3 2025 Credit Research Outlook
Energy‑led risks under watch
Nature and biodiversity: investor objectives for risk and opportunity
What’s on the horizon for digital assets?
Emerging Market Debt Commentary: January 2026
Q2 2025 Credit Research Outlook
Stewardship Report 2024
Three reasons to implement a sector strategy
Why we don’t trade headlines: Systematic investors rely on core risk controls
Global High Yield Update – Q1 2025
How the Iran War could impact Australia’s infrastructure
Monthly Cash Review – EUR
From defensive to dynamic: Utilities enter a new era of growth
European equity sectors’ positive vectors
Monthly Cash Review: March 2026 (USD)
Housing Market Faces Tepid Spring
Private credit dispersion: Rising stress, not systemic disruption
Fed holds steady amid rising labor concerns
The yield curve's message for equity markets
The evolution and future of fixed income
A stronger emerging markets rally will need a new era of reforms
Forward-Looking Climate Metrics in Corporate Bond Portfolios
US real GDP cools sharply in Q4 2025
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
USD rebounds to neutral
Considerations for a long-dated US Treasury exposure
Capital Adequacy Disclosures
Digital assets: The next frontier for markets and investors
Long-Term US Dollar Risks Persist
Fed shift hits USD
UK Election Outlook
Middle East conflict: Is an end in sight by April?
2025 European Wealth Manager Survey
One Question Series: Should I Consider Systematic Active Fixed Income?
Emerging Market Equities Outlook Q1 2026
The whole truth behind the Fed’s rate cuts
The path ahead for GCC equities
What does the divergence in US soft and hard data mean?
US small-caps: primed for potential upside
Cyclical sectors regain leadership: Financials and Industrials drive momentum
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
The US Dollar Free Lunch Is Over. What Now? EUR investors
The case for collateralised loan obligations for European investors
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Skilling Up During Disruption
China’s market disconnect
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
US inflation mixed, labor data worsens
Fed set for January hold
What’s driving S&P 500 valuations now?
GENIUS Act explained: What it means for crypto and digital assets
The changing makeup of the Global Market Portfolio
An Update on Dividend Aristocrats
Emerging Markets Beyond China
Market Forecasts: Q2 2025
Hedging China bond exposures: strategic considerations
ECB Cuts Rate and Signals More Easing
Defensive factor strategies taming the US equities bear
Emerging Market Debt Commentary: October 2025
US inflation supports September rate cut
GCC reforms spark resilient market growth
Thriving through turbulence: European small-caps surge
One Question Series: How Can Fixed Income Help Manage Uncertainty?
US rate cut likely despite growing doubts
2025 Global Retirement Reality Report: UK Snapshot
The Case For Enhanced Active Strategies
US government layoffs raise labor market risks
Iran risks support JPY; USD softens
No Letup in Capital Expenditures
State Street Sector Momentum Map
ETF Impact Report 2025-2026
US Tariffs Break the USD Bull Case
Equities favored as outlook brightens
The Fed forays into ETFs
Q2 2025 SAFI commentary
Returns triple boost powers local emerging market debt outperformance
Emerging Market Debt Commentary: Q4 2025
Reevaluating the India Equity Opportunity
Global Retirement Reality Report
We raise our global growth forecast
An Investment Vision for European Defence
Can Convertibles Defy Markets and Keep Rallying?
Get ahead of the Fed: Financials may get a boost from rate cuts
Fixed income scenarios for the current market environment
From income to outcomes: The evolution and future of fixed income
How Fixed Income Can (Still) Provide an Anchor to Windward
Global High Yield Update: Q3 2025
Safe havens reimagined: Saudi bonds surge as Treasurys falter
China’s 2020 National People’s Congress: The Big Policy Pivot
The evolving GCC IPO market: Trends and investor implications
The Gulf shock: Energy supply, markets, and macro spillovers
The future of crypto: Why smart investors are backing the ecosystem
Iran war: Energy normalization drifts further away
Tariffs Market Economy
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Bitcoin volatility and liquidity: Key trends for investors
Convertibles Tough Out Trump Mega Volatility
Why It’s Time for China Equity to Go Solo
2025 Global Retirement Reality Report: Ireland Snapshot
Emerging Market Debt Commentary: February 2026
A Better Macro Policy Framework for Europe
Playback of Client Call: Liquidity Update with Global Trading