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Supreme Court IEEPA tariff decision could raise market risk
Actively managed ETFs: A new chapter for global investors
What the US government shutdown means for markets and the economy
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Two arguments against 2026 Fed rate hikes
US small-caps: primed for potential upside
Emerging Market Debt Commentary: Q4 2025
Rebalancing toward US Agg
Equities overweight edges higher
Three surprises for 2026: The curse of consensus in a market built on uncertainty
US consumer buffer continues to thin
Fed holds steady amid rising labor concerns
Internal succession planning: 5 key steps
Emerging Market Debt Commentary: January 2026
European equity sectors’ positive vectors
Waiting for the small-cap resurgence
Investing in digital assets: Educational resources for investors
US exceptionalism: Fading force or enduring edge?
Six Grey Swans that could move markets in 2026
US mid caps: A comeback for the quiet outperformer?
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
US retail sales and confidence weaken
Quarterly Investor Sentiment Report
European Aristocrat Strategies
Sector Market Perspectives: Q3 2026
USD to stabilize; JPY unresponsive to BoJ
The whole truth behind the Fed’s rate cuts
Thriving through turbulence: European small-caps surge
Considerations for a long-dated US Treasury exposure
Why Value is outperforming in 2026 markets
Emerging Market Debt Commentary: July 2025
The case for a broad commodities strategic allocation
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Building portfolio resilience through sustainable technology megatrends
Impact Investing vs. Sustainable Outcome Investing
Euro, yen gain as dollar weakens
Equity Market Outlook 2026
Global Market Portfolio 2026
Oil retreat supports contained inflation outlook
Emerging market equities and fixed income — strong fundamentals, volatile world
US tariffs: Sector risks and legal challenges ahead?
Emerging Market Debt Commentary: April 2026
Mega-cap IPOs: Implications for institutional investors and index managers
The One Question Series: You Ask. We Answer.
US macro data stronger than expected
Private US multifamily real estate looks attractive
Why are Public Pension Funds re-thinking allocations?
Monthly Cash Review – GBP
Why Asia may be the biggest winner of the global AI boom
Why were funds so short
Q4 2025 Credit Research Outlook
US government shutdown update: Risks emerge
AI leaders reshape the EM investment story
2026 Credit Research Outlook
Short shocks, longer echoes
2025 European Wealth Manager Survey
Uncommon Sense
Iran war: Energy normalization drifts further away
Energy‑led risks under watch
Equities remain our top preference
GENIUS Act explained: What it means for crypto and digital assets
Mixed data does not preclude rate cuts
Why invest in actively managed ETFs?
What to Know About the Dutch Pension Reform
Emerging Market Debt Commentary: Q1 2026
War or peace: Energy, inflation, Europe
Why various market risk metrics tell different stories
Trim equities, add duration
Iran conflict overshadows mixed global data
Fed shift hits USD
US consumers strong but uneven
Gold takes the diversification crown
Capital Adequacy Disclosures
What if investors get bored of AI?
Why have convertible bonds outperformed equities in 2025?
Fed dissent signals policy shift ahead
European defence: From tactical theme to strategic allocation
Consistency as a compass in developed market equities
Emerging market debt outlook: Enduring strength
US industry shows signs of revival
Consistency as a compass in emerging market equities
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Aligning emerging market equity allocations with growth and dollar cycles
Geopolitics at the center of financial markets
US inflation eases and buys the Fed time
More gleam for gold in the Global Market Portfolio
India government bonds get a glow-up
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
The Top 5 Themes for the US Market in 2026
Markets still view Fed independence as intact—here’s why
Iran war: Risk on, energy off
Investing in real assets with ETFs
Crypto enters the portfolio chat
Iran risks support JPY; USD softens
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Implementation alpha across the fixed income spectrum
Q3 Investment Outlook
Global High Yield – 2025 in Review and 2026 Outlook
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Diversification in focus: JP Morgan announces changes to EMD benchmarks
US inflation surprises but signals unclear
Fed set for January hold
How to value bitcoin: Valuation frameworks for investors
Are rate cuts off the table in Australia?
US inflation mixed, labor data worsens
Market trends
Investing in the intelligence economy: AI opportunities across global sectors
Three reasons to implement a sector strategy
Digital assets: The next frontier for markets and investors
The evolution and future of fixed income
The rise of the Core-Satellite approach in fixed income portfolio construction
Tokenization of assets: How it’s reshaping finance and markets
The case for collateralised loan obligations for European investors
Saudi Arabian bonds: the case beyond the conflict
Long-Term Asset Class Forecasts: Q4 2025
Europe’s private capital edge
PriceStats Analysis: July 2026
Why we don’t trade headlines: Systematic investors rely on core risk controls
Reducing underweight in US Agg
Equities back to overweight
Beyond AI: The broadening of equity market leadership
China’s market disconnect
Tactical shift favors USD
Investors look beyond earnings growth
Should you be worried about Fed independence?
How to invest in AI
Japan is back, and how!
How gold hedges policy uncertainty when Fed leadership changes
What happens with a less transparent Fed?
Markets reprice, earnings endure
Global growth under pressure from energy risks
The case for emerging markets small-cap equity
Hawkish Fed signals drive market caution
AI meets accountability
US real GDP cools sharply in Q4 2025
Powell hints at rate cuts at Jackson Hole
Emerging Market Debt Commentary: May 2026
Trimming risk, staying constructive
Quality’s role amid equity market uncertainty
Fed rate cuts spark US housing revival
The case for active dividends
Why the AI CapEx cycle may have more staying power than you think
The case for US 1-5 year investment grade credit
Sustainability Data Governance and Oversight in Asset Management
Fed hawks still see tightening as pre-emptive
Equities lead, bonds catch up
Navigate the market with State Street ETFs Chart Pack
US equities: Euphoria, fragility, and the search for clarity
SAFI turns 2: Delivering consistent alpha, controlled risk
The investor’s guide to digital assets
Crisis conditions favor USD
Building resilience with private CRE
State Street Sector Momentum Map
Markets tend to shake off geopolitical shocks
How EMEA-based insurers are approaching nature-related investing
CAD, NOK poised to outperform
Capital transformation is expanding Gulf assets
US labor data raises fresh questions again
How fixed income can (still) provide an anchor to windward
Constructive outlook on commodities
Monthly Cash Review: July 2026 (USD)
Bank Deposits Versus Money Market Funds
A smarter core: An Enhanced approach to optimizing equity portfolios
Time not timing: The case for long-term investing
Hawkish Fed supports USD
US labor market signals persistent softness
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
The changing makeup of the Global Market Portfolio
The power of information ratio (IR) in active management
“Sanaenomics”: A Truss or a Meloni moment?
Forward with focus
We raise our global growth forecast
India loses EM share as AI trade surges
Real assets insights: Q2 2026
The case for Saudi Enhanced Equity exposure
Global High Yield Update: Q3 2025
Fixed Income Outlook 2026
How is AI reshaping emerging market equity opportunities?
Emerging Market Equities Outlook Q1 2026
How AI is reshaping emerging markets equities
Global High Yield Update—Q1 2026
India IT adapts to the AI shift
History rhymes again
US labor data sends mixed signals
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Gold takes center stage
Fixed income’s year end de-risk supports CLO allocations
The Hormuz conflict
How the Iran War could impact Australia’s infrastructure
USD rebounds to neutral
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Raising the wealth management bar for Gen X women
The transition of power at the Federal Reserve
Sustainability in LDI
Inflation shocks test global economic resilience
Sustainable Investing: 5 Key Questions Asset Owners Ask
Market Forecasts: Q1 2026
Q3 2026 Credit Research Outlook
Emerging Market Debt Commentary: November 2025
Identifying Sustainable Outcome Investments
Are yields entering a new phase?
Emerging market debt: Enduring strength outlook holds
Emerging market debt outlook: The return of ‘Goldilocks’
Labor market softness deepens
Magnificent 7 no longer moving as one trade
Private credit dispersion: Rising stress, not systemic disruption
Weak US jobs data likely seals September rate cut
Canada at a crossroads
Global markets tilt toward AI
Central banks hold, but tensions drive risk
One index offers US exceptionalism, mid-cap potential, and sustainability
Inflation anxiety on the rise again
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Six investment trends the summer has revealed
A new era of monetary and fiscal policy or back to the future? What investors should know
The new era of income investing
Quality continues to offer investors an opportunity in US equities
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Emerging market debt: Why index choice matters
Support levels in sovereign debt markets
US labor strength delays Fed rate cuts
Featured Insights
UK politics: Continuity priced in, risks simmer
Small caps gain amid resilient US growth
Housing hurts as high rates weigh on demand
Growth takes lead in FX markets
Q2 2025 SAFI commentary
Tokenized money market funds (MMFs): Revolutionizing liquidity management
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
What’s on the horizon for digital assets?
Hungary’s election: Risks, premia, and market pricing
Dissecting equity momentum
How is the GCC positioned for the global AI race?
Unlocking opportunity in the leveraged loan market
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Grey Swans 2026
Real assets: diversification through conflict
Mapping the sustainable investing spectrum of capital
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Leveraged Loans at State Street Investment Management
Market pricing of UK growth is too optimistic
Emerging Market Debt Commentary: August 2025
US government layoffs raise labor market risks
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
The future of fixed income: From income to engineered outcomes
The yield curve's message for equity markets
Japan: Weighing the equity landscape
Macroeconomic Outlook 2026
Market Forecasts: Q4 2025
The economics of AI-driven productivity
Europe services slowdown deepens growth concerns
How AI is transforming investment management: State Street’s strategic approach
USD remains on top, for now
Democratizing Private Markets: Strategic Insights and the Path Forward
Nature and biodiversity: investor objectives for risk and opportunity
An enhanced approach to broad Emerging Markets equity exposure
Nature as an asset: the relevance of biodiversity for investors
India in focus
Emerging Market Debt Commentary: Q3 2025
Global equity leadership: is the World enough?
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Bitcoin volatility and liquidity: Key trends for investors
US–China trade truce holds, but for how long?
Fixed income ETF fact v fiction
NOK shows promise, CAD faces pressure
An advanced perspective on securities lending
Monthly Cash Reviews
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Capturing opportunity as the equity landscape evolves
Equities favored as outlook brightens
Emerging Markets Beyond China
SSGAL Section 172 Statement
Equity duration matters, but earnings decide
Japan’s “Truss Shock": A market scare, but not a systemic crisis
No real joy in the UK Budget
High yield case study: how an index allocation can complement an active manager lineup
Emerging market debt: Why it belongs in your investment portfolio
Sector ETF Momentum Map
Monthly Cash Review – EUR
Safe havens reimagined: Saudi bonds surge as Treasurys falter
US inflation supports September rate cut
Market Forecasts: Q2 2026
The renewed case for currency hedging fixed income exposures
US inflation data supports Fed rate cut outlook
Eurozone signals caution on June rate hike
US labor market softens, Fed rate cut likely in December
Returns triple boost powers local emerging market debt outperformance
Why investors should reconsider APAC weight
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Strategies for financial advisor succession planning
25 years of creating ETFs for European investors
The evolving GCC IPO market: Trends and investor implications
US payrolls data feels like fake resilience
Closing time: How passive investing is reshaping equity market microstructure
What could revive 2026 Fed cut prospects?
What has happened to the great rotation?
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
Get ahead of the Fed: Financials may get a boost from rate cuts
Fed cuts rates again, December move uncertain
How to invest in crypto without buying crypto
Core-Satellite Fixed Income: Evolving from concept to practice
Deconstructing equity returns: Insights for a new rate cycle
US labor data improve but risks remain ahead
Middle East conflict: Is an end in sight by April?
Rising yields reshape markets
US labor soft, but no acute stress
Understanding markets in the new world order: A geopolitical framework for investors
The future of crypto: Why smart investors are backing the ecosystem
Democratising core exposures for European investors
Growth holds but inflation risks reshape outlook
Risk-on is back, higher volatility stocks rebound
Long-Term Asset Class Forecasts: Q1 2026
Q3 2026 Equity ETF Outlook: Navigating patchy growth and geopolitical friction
Q2 2026 Credit Research Outlook
Prefer longer-duration bonds
Quarterly Investment Outlook: Q3
Emerging Market Debt Market Commentary: Q2 2026
Fixed income scenarios for the current market environment
What’s driving the surge in global interest rates?
The Markets
Improving fixed income portfolio resilience with leveraged loans
The path ahead for GCC equities
Emerging Market Debt Commentary: October 2025
US inflation may be nearing its peak
Fundamentals favor the US
A market of winners and losers
What is the Global Market Portfolio?
Forward with focus: Implementation Guide
Investment trends among sovereign wealth funds
February payroll shock flags AI job loss risk
How to Position for Geopolitical Shocks During Trump 2.0
Alternatives Outlook 2026
MPFL Section 172 Statement
The income squeeze: How market concentration is reshaping equity returns
Return expectations from the Global Market Portfolio
Asset Tokenization in Capital Markets
Navigating rising market concentration with Enhanced strategies
Why the global macro data crisis is everyone’s problem
Why bitcoin institutional demand is on the rise
Geopolitical tensions remain elevated
US rate cut likely despite growing doubts
Iran war complicates global policy outlook
Long-Term Asset Class Forecasts: Q2 2025
Why elevated risk may favour the energy equity sector
Why investors should continue to climb the wall of worry
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Hedging China bond exposures: strategic considerations
PCE inflation steady but elevated
Nature and biodiversity data: types and uses for investors
Global equities: earnings rewarding patience
Emerging Market Debt Commentary: February 2026
The Rise of Sukuk from Shariah Roots to Global Opportunity
Understanding Money Market Funds
Long-Term Asset Class Forecasts: Q2 2026
Can Convertibles Defy Markets and Keep Rallying?
Markets shift to selectivity phase
Long-Term Asset Class Forecasts: Q3 2026
The Gulf shock: Energy supply, markets, and macro spillovers