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July rate cut unlikely
Takaichi’s policies fuel Japan’s market rally
3 Global High Yield Myths That Just Don’t Hold Up
Consistency as a compass in emerging market equities
Digital assets: The next frontier for markets and investors
How to invest in AI
What if investors get bored of AI?
How is the GCC positioned for the global AI race?
State Street Global Advisors Rebrands as State Street Investment Management
2025 markets rally through turbulence
US real GDP cools sharply in Q4 2025
Replay: Hurd in Conversation: Questioning the "Sell America" Trade
US inflation supports September rate cut
The yield curve's message for equity markets
What the US government shutdown means for markets and the economy
Global Retirement Reality Report
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Q3 2025 Credit Research Outlook
Closing time: How passive investing is reshaping equity market microstructure
Inflation Expectations Rocket to Multi-Decade Highs
Credit spreads signal confidence and risk
The Top 5 Themes for the US Market in 2026
Volatility positioning: How to hold on for the ride
Iran risks support JPY; USD softens
India in 2025: A tale of contrasting risk perception?
Capturing opportunity as the equity landscape evolves
Replay: Hurd in Conversation: Trade issues drive currency considerations
Fed holds steady amid rising labor concerns
Global growth under pressure from energy risks
More gleam for gold in the Global Market Portfolio
Mixed Signals, Murky Outlook
Iran conflict overshadows mixed global data
Geopolitical tensions remain elevated
Trim equities, add duration
Euro, yen gain as dollar weakens
Why It’s Time for China Equity to Go Solo
Why the AI CapEx cycle may have more staying power than you think
Constructive outlook on commodities
US inflation data supports Fed rate cut outlook
US macro data stronger than expected
Emerging Market Debt Commentary: August 2025
2025 Global Retirement Reality Report: UK Snapshot
How to Position for Geopolitical Shocks During Trump 2.0
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Emerging Market Debt Commentary: Q3 2025
Emerging market debt outlook: The return of ‘Goldilocks’
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Global Market Portfolio 2025
Market Forecasts: Q3 2025
Japan: Weighing the equity landscape
Short shocks, longer echoes
Reducing underweight in US Agg
Return expectations from the Global Market Portfolio
Six Grey Swans that could move markets in 2026
US small-caps in focus
CAD, NOK poised to outperform
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Unlocking opportunity in the leveraged loan market
Fed on hold, but for how long?
Global High Yield – 2025 in Review and 2026 Outlook
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
From income to outcomes: The evolution and future of fixed income
Equity Market Outlook 2026
Deconstructing equity returns: Insights for a new rate cycle
US labor soft, but no acute stress
Long-Term Asset Class Forecasts: Q4 2025
PCE inflation steady but elevated
Tariffs, Transshipping, and the Trouble with Vietnam
Investment trends among sovereign wealth funds
What Tariffs Mean for the Economy and Markets
Emerging Market Debt Commentary: July 2025
2025 Global Retirement Reality Report: Ireland Snapshot
Investing in Uncertain Times
The case for emerging markets small-cap equity
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
The power of information ratio (IR) in active management
How AI is transforming investment management: State Street’s strategic approach
History rhymes again
Forward with focus
The evolving GCC IPO market: Trends and investor implications
The changing makeup of the Global Market Portfolio
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Beyond AI: The broadening of equity market leadership
One Question Series: Where Are Investors Flocking in Today’s Environment?
2025 Global Retirement Reality Report: Canada Snapshot
Trimming risk, staying constructive
The Case For Enhanced Active Strategies
US exceptionalism: Fading force or enduring edge?
Considerations for a long-dated US Treasury exposure
Labor market softness deepens
We raise our global growth forecast
USD rebounds to neutral
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Are Foreign Investors Really “Dumping” US Treasury Bonds?
The Rise of Sukuk from Shariah Roots to Global Opportunity
Waiting for the small-cap resurgence
US labor market softens, Fed rate cut likely in December
Scope 3 emissions in investment decision-making: An analysis
An enhanced approach to broad Emerging Markets equity exposure
GCC reforms spark resilient market growth
US tariffs: Sector risks and legal challenges ahead?
Fed set for January hold
Making Sense of the Current US Treasury Market
From defensive to dynamic: Utilities enter a new era of growth
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
The evolution and future of fixed income
Looking for a Signal in the Noise
Emerging market debt outlook: Enduring strength
Bitcoin volatility and liquidity: Key trends for investors
Steady equities, stronger credit
SAFI turns 2: Delivering consistent alpha, controlled risk
Powell hints at rate cuts at Jackson Hole
Next Fed Cut Could Be in July, Not June
Reevaluating the India Equity Opportunity
US payrolls data feels like fake resilience
US inflation mixed, labor data worsens
Emerging Market Debt Market Commentary: Q2 2025
Quality’s role amid equity market uncertainty
Emerging Market Debt Commentary: February 2026
Are rate cuts off the table in Australia?
AI meets accountability
Will US Policies Drive a Great Reglobalization?
Long-Term US Dollar Risks Persist
US government layoffs raise labor market risks
The path ahead for GCC equities
Nature and biodiversity: investor objectives for risk and opportunity
Featured Insights
Real assets insights: Q4 2025
High yield case study: how an index allocation can complement an active manager lineup
Building resilience with private CRE
Emerging Market Debt Commentary: January 2026
Fed cuts rates again, December move uncertain
Fixed income scenarios for the current market environment
February payroll shock flags AI job loss risk
60/40 strategy regains strength
Emerging Market Debt Commentary: April 2025
USD to stabilize; JPY unresponsive to BoJ
Long-Term Asset Class Forecasts: Q1 2026
China’s market disconnect
2025 Global Retirement Reality Report: US Snapshot
The US Dollar Free Lunch Is Over. What Now?
US Tariffs Break the USD Bull Case
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
WEP
Emerging Market Debt Commentary: October 2025
Prefer longer-duration bonds
Separating Fact from Fear in Japanese Investing
Gold takes center stage
Supreme Court IEEPA tariff decision could raise market risk
Iran war: Energy normalization drifts further away
Emerging Market Equities: Climbing the Wall of Worry
A stronger emerging markets rally will need a new era of reforms
Why the global macro data crisis is everyone’s problem
Alternatives Outlook 2026
Energy‑led risks under watch
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Fed rate cuts spark US housing revival
2019
Fed shift hits USD
Stewardship Activity Report: Q4 2024
Should you be worried about Fed independence?
Emerging Market Debt Commentary: November 2025
Are yields entering a new phase?
Emerging Market Debt: Enhancing a Global Bond Portfolio
Markets still view Fed independence as intact—here’s why
2024 US Retirement Reality Report: US Snapshot
Fixed Income Outlook 2026
China’s 2020 National People’s Congress: The Big Policy Pivot
US labor market signals persistent softness
No real joy in the UK Budget
What is the Global Market Portfolio?
Brace for a volatile summer
Markets hold steady amid global tensions
How to value bitcoin: Valuation frameworks for investors
Long-Term Asset Class Forecasts: Q3 2025
Why we don’t trade headlines: Systematic investors rely on core risk controls
US Snapshot 2020
Temporary Rise in US Inflation Ahead
Stewardship Report 2024
Weak US jobs data likely seals September rate cut
US industry shows signs of revival
A New Leadership Era: Institutional Meets Individual
Investing in the intelligence economy: AI opportunities across global sectors
Get ahead of the Fed: Financials may get a boost from rate cuts
High uncertainty doesn’t mean indefinite Fed inaction
A new agenda for sustainable investing research: A Q&A
How JGBs outshine G4 peers on term spreads
GENIUS Act explained: What it means for crypto and digital assets
Global Shariah equities: Quality investment for the future
Emerging Market Debt Commentary: Q4 2025
Advancing Our Proprietary Asset Allocation Research
What does the divergence in US soft and hard data mean?
US retail sales and confidence weaken
Democratizing Private Markets: Strategic Insights and the Path Forward
Building a Tactical Asset Allocation Overlay With Derivatives
“Sanaenomics”: A Truss or a Meloni moment?
Middle East conflict: Is an end in sight by April?
A new era of monetary and fiscal policy or back to the future? What investors should know
The income squeeze: How market concentration is reshaping equity returns
2018
Improving fixed income portfolio resilience with leveraged loans
Why every institutional investor should use a TAA implementation
No Letup in Capital Expenditures
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
NOK shows promise, CAD faces pressure
How gold hedges policy uncertainty when Fed leadership changes
How a Private Market Allocation Can Help Hedge Against Inflationary Risks
The Gulf shock: Energy supply, markets, and macro spillovers
Why the GCC Is Emerging as a Global Private Markets Hotspot
Hawkish Fed supports USD
What’s driving S&P 500 valuations now?
2025 Global Retirement Reality Report: Australia Snapshot
Private credit dispersion: Rising stress, not systemic disruption
India IT adapts to the AI shift
Hedging China bond exposures: strategic considerations
Why consider investing in the S&P 500® index
Market Forecasts: Q1 2026
The Retirement Prism: Seeing Now and Later
When Wall Street and Main Street Diverge
AI comes for marketing
Hawkish Words, Dovish Moves
Emerging Market Equities Outlook Q1 2026
A Better Macro Policy Framework for Europe
US rate cut likely despite growing doubts
Tariffs Test S&P 500 Margins
Why bitcoin institutional demand is on the rise
GCC countries and India: A new era of economic collaboration
US government shutdown update: Risks emerge
Leveraged Loans at State Street Investment Management
Tokenization of assets: How it’s reshaping finance and markets
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
What’s on the horizon for digital assets?
US inflation returns to historical sweet spot
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
US equities: Euphoria, fragility, and the search for clarity
Fed dissent signals policy shift ahead
Macroeconomic Outlook 2026
How AI is reshaping emerging markets equities
The Gulf's capital transformation
Big Beautiful Bill brings tax clarity
Trump’s Trade War: What’s the Endgame?
Replay: Hurd in Conversation: Currency Markets in Transition
Appetite for Risk Wanes
Fundamentals favor the US
Optimizing your emerging markets equity portfolio
Equities favored as outlook brightens
Grey Swans 2026
Volatility Guardrails for Uncertain Times
Mixed data does not preclude rate cuts
Have You Hurd
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
US consumer buffer continues to thin
Iran war complicates global policy outlook
Equities remain our top preference
Housing Market Faces Tepid Spring
We Maintain No-Recession Call Despite GDP Data
Long-Term Asset Class Forecasts: Q2 2025
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment