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