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