Skip to main content
Long-Term Asset Class Forecasts: Q1 2026
How to use ETFs in a portfolio
2025 Global Retirement Reality Report: Ireland Snapshot
Scope 3 emissions in investment decision-making: An analysis
Why every institutional investor should use a TAA implementation
The case for emerging markets small-cap equity
Digital assets: The next frontier for markets and investors
Market Forecasts: Q3 2025
4 Things to remember when investing in volatile markets
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Hawkish Fed supports USD
3 Global High Yield Myths That Just Don’t Hold Up
Gold 2025 Midyear Outlook: A High(er) for Long(er) Gold Price Regime
Market Forecasts: Q1 2026
Market Forecasts: Q2 2025
Beyond AI: The broadening of equity market leadership
Japan’s “Truss Shock": A market scare, but not a systemic crisis
2025 Global Retirement Reality Report: Canada Snapshot
What if investors get bored of AI?
What does the divergence in US soft and hard data mean?
Alpha, beta and smart beta
Iran war: Energy normalization drifts further away
What’s driving S&P 500 valuations now?
Prefer longer-duration bonds
Bitcoin volatility and liquidity: Key trends for investors
Volatility positioning: How to hold on for the ride
Markets hold steady amid global tensions
Reevaluating the India Equity Opportunity
Improving fixed income portfolio resilience with leveraged loans
USD to stabilize; JPY unresponsive to BoJ
Markets still view Fed independence as intact—here’s why
Subscribe to our insights
US labor market softens, Fed rate cut likely in December
Mixed data does not preclude rate cuts
Fundamentals favor the US
A New Leadership Era: Institutional Meets Individual
India IT adapts to the AI shift
Global growth under pressure from energy risks
How Advisors Can Become Values-based Leaders
Reducing underweight in US Agg
Fixed income scenarios for the current market environment
Financial Advisors: How to Unlock Growth With Generative AI
2025 Midyear Global Market Outlook
Sustainable Investing: 5 Key Questions Asset Owners Ask
Short shocks, longer echoes
The evolution and future of fixed income
US small-caps in focus
Gold For Australian Investors: A Portfolio Diversifier With Staying Power
Separating Fact from Fear in Japanese Investing
US payrolls data feels like fake resilience
Investing in Uncertain Times
Q4 2025 Credit Research Outlook
Strategies for financial advisor succession planning
The power of information ratio (IR) in active management
Building a purposeful investment philosophy
ECB Cuts Rate and Signals More Easing
Markets tend to shake off geopolitical shocks
US exceptionalism: Fading force or enduring edge?
Next Fed Cut Could Be in July, Not June
MIFID II Best Execution Reporting - 2019
Long-Term Asset Class Forecasts: Q2 2026
Grey Swans 2026
Leveraged Loans at State Street Investment Management
US labor data sends mixed signals
PCE inflation steady but elevated
When Wall Street and Main Street Diverge
Investing in the intelligence economy: AI opportunities across global sectors
Why investors should continue to climb the wall of worry
The Markets
July rate cut unlikely
Reduce Allocation to European Equities
Labor market softness deepens
Monthly Cash Review: April 2026 (USD)
Podcast: The Defensive Dilemma: How Investors Can Balance Equity Market Upside & Downside Participation
The income squeeze: How market concentration is reshaping equity returns
Fed rate cuts spark US housing revival
Elections
Top tips for trading ETFs
Long-Term Asset Class Forecasts: Q4 2025
The Gulf shock: Energy supply, markets, and macro spillovers
Iran risks support JPY; USD softens
Sustainability Data Governance and Oversight in Asset Management
Democratizing Private Markets: Strategic Insights and the Path Forward
US retail sales and confidence weaken
US real GDP cools sharply in Q4 2025
Big Beautiful Bill brings tax clarity
Emerging Market Debt: Enhancing a Global Bond Portfolio
The future of crypto: Why smart investors are backing the ecosystem
Comparing gold to other alternative investments
Japan: Weighing the equity landscape
Equities favored as outlook brightens
2024 US Retirement Reality Report: US Snapshot
Investment Trends Managed Accounts Report: 2026 trends, usage and what’s next
Investing in digital assets: Educational resources for investors
Why the AI CapEx cycle may have more staying power than you think
India in 2025: A tale of contrasting risk perception?
February payroll shock flags AI job loss risk
Global High Yield Update: Q3 2025
How to Invest: FAQ
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Tariffs, Transshipping, and the Trouble with Vietnam
US labor market signals persistent softness
Global Shariah equities: Quality investment for the future
Global High Yield Update—Q1 2026
The rise of gold ownership in APAC
Climate Transition Corporate Bond Beta Investing Approach
Are yields entering a new phase?
What is the Global Market Portfolio?
Quarterly Fund Commentary: State Street Global Equity Fund
Alternatives Outlook 2026
Model portfolios and the evolution of advice
Fed set for January hold
The whole truth behind the Fed’s rate cuts
Long-Term US Dollar Risks Persist
US inflation supports September rate cut
Fixed Income Outlook 2026
Why are Public Pension Funds re-thinking allocations?
Mapping the sustainable investing spectrum of capital
Credit spreads signal confidence and risk
Geopolitical tensions remain elevated
Supreme Court IEEPA tariff decision could raise market risk
Fed shift hits USD
Emerging market debt outlook: Enduring strength
Emerging Market Debt Commentary: Q4 2025
SSGA Canadian Long-Term Asset Class Forecasts
Q2 2025 Credit Research Outlook
US inflation data supports Fed rate cut outlook
Uncommon Sense
What is stagflation, and what makes it so bad?
How the Iran War could impact Australia’s infrastructure
Emerging Market Debt Commentary: January 2026
Emerging Market Debt Commentary: October 2025
Euro, yen gain as dollar weakens
A new era of monetary and fiscal policy or back to the future? What investors should know
Sharpening your value proposition
Why bitcoin institutional demand is on the rise
Stewardship Activity Report: Q4 2024
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Fed dissent signals policy shift ahead
Tariffs Test S&P 500 Margins
Energy‑led risks under watch
GCC reforms spark resilient market growth
SAFI turns 2: Delivering consistent alpha, controlled risk
Understanding markets in the new world order: A geopolitical framework for investors
Are Foreign Investors Really “Dumping” US Treasury Bonds?
ETFs: A Low Cost, Simple and Tax Efficient Investment for SMSFs
AI meets accountability
SDG integration into systematic portfolios
Capital Adequacy Disclosures
The investor’s guide to digital assets
Why the GCC Is Emerging as a Global Private Markets Hotspot
Hedging China bond exposures: strategic considerations
The Rise in Systematic Credit Investing
High uncertainty doesn’t mean indefinite Fed inaction
USD rebounds to neutral
Four Reasons to Consider Fixed Income ETFs
Long-Term Asset Class Forecasts: Q2 2025
2025 Global Retirement Reality Report: Australia Snapshot
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Choosing the Right ETF to Meet Investors’ Goals
Waiting for the small-cap resurgence
Closing time: How passive investing is reshaping equity market microstructure
Navigate the market with State Street ETFs Chart Pack
The evolving GCC IPO market: Trends and investor implications
A Framework for Selecting Fixed Income ETFs
Debunking Common ETF Myths and Misconceptions
Why the global macro data crisis is everyone’s problem
Real assets insights: Q1 2026
Macroeconomic Outlook 2026
The Rise of Model Portfolios: Global Trends and Developments
Energy Transition and Decarbonization: Is Asia Prepared?
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Manage emotions and client expectations in volatile markets
US macro data stronger than expected
Emerging Market Debt Commentary: Q1 2025
A rising tide
Global Market Portfolio 2025
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Sustainable investing trends among APAC-based insurers
Segment your client base for efficiency and growth
Emerging market debt outlook: The return of ‘Goldilocks’
The US dollar free lunch is over. What now?
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
ETF Education
The power of storytelling for financial advisors
Long-Term Asset Class Forecasts: Q3 2025
Quality’s role amid equity market uncertainty
How to Position for Geopolitical Shocks During Trump 2.0
Q2 2025 Cash Outlook
Markets reprice, earnings endure
Looking for a Signal in the Noise
China’s market disconnect
US industry shows signs of revival
We Maintain No-Recession Call Despite GDP Data
Why It’s Time for China Equity to Go Solo
2024 ETF Impact Survey
What is a model portfolio?
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
The path ahead for GCC equities
Trump’s Trade War: What’s the Endgame?
Weak US jobs data likely seals September rate cut
How Singapore-based asset owners are helping set the pace for sustainable investing
Asset Tokenization in Capital Markets
The Rise of Sukuk from Shariah Roots to Global Opportunity
Housing Market Faces Tepid Spring
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Temporary Rise in US Inflation Ahead
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Quarterly Commentary: State Street Australian Equity Fund
Emerging Market Debt Commentary: Q1 2026
Six Grey Swans that could move markets in 2026
The Top 5 Themes for the US Market in 2026
Optimizing your emerging markets equity portfolio
The economics of AI-driven productivity
War or peace: Energy, inflation, Europe
Why Gold May Shine in a Trade War Regime
The yield curve's message for equity markets
The Case For Enhanced Active Strategies
How improv techniques can help advisors connect and innovate
Volatility Guardrails for Uncertain Times
Powell hints at rate cuts at Jackson Hole
Capturing opportunity as the equity landscape evolves
Fed holds steady amid rising labor concerns
One Question Series: Should I Consider Systematic Active Fixed Income?
How to manage strategic currency exposure
GCC countries and India: A new era of economic collaboration
Rebalancing toward US Agg
Key takeaways from the 2025 State Street ETF Model Portfolios asset allocation review
US labor soft, but no acute stress
US government shutdown update: Risks emerge
The changing makeup of the Global Market Portfolio
US rate cut likely despite growing doubts
ETF Impact Report 2025-2026
“Sanaenomics”: A Truss or a Meloni moment?
Understanding Money Market Funds
2026 Credit Research Outlook
Australian Fixed Income Update: Q1 2026
Building a Tactical Asset Allocation Overlay With Derivatives
How AI is transforming investment management: State Street’s strategic approach
Internal Succession Planning: 5 Key Steps
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
What is an ETF?
Global High Yield – 2025 in Review and 2026 Outlook
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Stewardship Report 2024
A Better Macro Policy Framework for Europe
Forward with focus
State Street Global Advisors Rebrands as State Street Investment Management
Equity Market Outlook 2026
AI comes for marketing
Global High Yield Update—Q2 2025
What the US government shutdown means for markets and the economy
Tokenization of assets: How it’s reshaping finance and markets
Brace for a volatile summer
Private credit dispersion: Rising stress, not systemic disruption
Deconstructing equity returns: Insights for a new rate cycle
Climate Transition Euro Corporate Bond Beta Strategy
Hungary’s election: Risks, premia, and market pricing
Iran conflict overshadows mixed global data
NOK shows promise, CAD faces pressure
History rhymes again
State Street Gold Fund – Q1 2026 Update
Why various market risk metrics tell different stories
Inflation shocks test global economic resilience
Technology and the future of advisory work
Consistency as a compass in emerging market equities
Takaichi’s policies fuel Japan’s market rally
Trim equities, add duration
60/40 strategy regains strength
7 Questions to Ask Before Investing in ETF Investing
How is the GCC positioned for the global AI race?
US Tariffs Break the USD Bull Case
Investment trends among sovereign wealth funds
The One Question Series: You Ask. We Answer.
Constructive outlook on commodities
Middle East conflict: Is an end in sight by April?
Hawkish Words, Dovish Moves
How gold hedges policy uncertainty when Fed leadership changes
How JGBs outshine G4 peers on term spreads
What Tariffs Mean for the Economy and Markets
US government layoffs raise labor market risks
Steady equities, stronger credit
Get ahead of the Fed: Financials may get a boost from rate cuts
How SPY Reinvented Investing: The Story of the First US ETF
How to invest in AI
Forward-Looking Climate Metrics in Corporate Bond Portfolios
More gleam for gold in the Global Market Portfolio
US inflation returns to historical sweet spot
The total cost of ownership
Market Forecasts: Q2 2026
Emerging Market Equities Outlook Q1 2026
A stronger emerging markets rally will need a new era of reforms
Tariffs Put Global Economy at Risk of Recession
Emerging Market Equities: Climbing the Wall of Worry
How to value bitcoin: Valuation frameworks for investors
Nature as an asset: the relevance of biodiversity for investors
How to invest in crypto without buying crypto
Australia’s Least Followed But Most Important Election
Emerging Market Debt Market Commentary: Q2 2025
Nature and biodiversity: investor objectives for risk and opportunity
Forging Portfolio Resilience: Evaluating Bonds and Alternative Hedges
Should you be worried about Fed independence?
Global Retirement Reality Report
The rise of the Core-Satellite approach in fixed income portfolio construction
Identifying Sustainable Outcome Investments
What’s on the horizon for digital assets?
Competing on customer experience with behavioral science
Three Reasons Why The RBA Should Frontload Cuts
US consumer buffer continues to thin
Gold 2026 Outlook: Can the structural bull cycle continue to $5,000?
High yield case study: how an index allocation can complement an active manager lineup
Emerging Market Debt Commentary: November 2025
Making Sense of the Current US Treasury Market
An enhanced approach to broad Emerging Markets equity exposure
Trimming risk, staying constructive
Global Growth Dips Amid Uncertainty
Forward with focus: Implementation Guide
Emerging Market Debt Commentary: April 2025
From income to outcomes: The evolution and future of fixed income
Mixed Signals, Murky Outlook
CAD, NOK poised to outperform
Broadening Out From Trump 2.0
Global High Yield Update – Q1 2025
ETFs vs. shares: A guide to similarities and differences
Fed on hold, but for how long?
Why we don’t trade headlines: Systematic investors rely on core risk controls
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Mega-cap IPOs: Implications for institutional investors and index managers
GENIUS Act explained: What it means for crypto and digital assets
Q2 2025 SAFI commentary
Emerging Market Debt Commentary: February 2026
Inflation Expectations Rocket to Multi-Decade Highs
Understanding the ETF liquidity ecosystem
A new agenda for sustainable investing research: A Q&A
2025 Global Retirement Reality Report: UK Snapshot
Are rate cuts off the table in Australia?
Appetite for Risk Wanes
Fed cuts rates again, December move uncertain
Crisis conditions favor USD
Translating client insights into exceptional service
How ETFs are created and redeemed
Protect Employees' Benefit Plan Data from Cyberattacks
Market Forecasts: Q4 2025
Gold takes center stage
Impact Investing vs. Sustainable Outcome Investing
US tariffs: Sector risks and legal challenges ahead?
Monthly fund commentary: State Street Floating Rate Fund
From defensive to dynamic: Utilities enter a new era of growth
US equities: Euphoria, fragility, and the search for clarity
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
How Fixed Income Can (Still) Provide an Anchor to Windward
Unlocking opportunity in the leveraged loan market
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
2025 markets rally through turbulence
US inflation mixed, labor data worsens
Iran war complicates global policy outlook
An advanced perspective on securities lending
Oil retreat supports contained inflation outlook
Emerging Market Debt Commentary: July 2025
One Question Series: How Can Fixed Income Help Manage Uncertainty?
No Letup in Capital Expenditures
How AI is reshaping emerging markets equities
The Gulf's capital transformation
Fund Literature & PDS
Considerations for a long-dated US Treasury exposure
Return expectations from the Global Market Portfolio
Building resilience with private CRE
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
Silver is no substitute for gold
Emerging Market Debt Commentary: August 2025
2025 Global Retirement Reality Report: US Snapshot
Climate Transition U.S. Corporate Bond Beta Strategy