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Markets shift to selectivity phase
Bitcoin volatility and liquidity: Key trends for investors
Why the AI CapEx cycle may have more staying power than you think
Why invest in actively managed ETFs?
Rebalancing toward US Agg
A new era of monetary and fiscal policy or back to the future? What investors should know
Understanding markets in the new world order: A geopolitical framework for investors
Q3 2026 Credit Research Outlook
How AI is reshaping emerging markets equities
Emerging market equities and fixed income — strong fundamentals, volatile world
Housing hurts as high rates weigh on demand
A new agenda for sustainable investing research: A Q&A
Q2 2025 SAFI commentary
SSGAL Section 172 Statement
Core-Satellite Fixed Income: Evolving from concept to practice
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Rising yields reshape markets
Constructive outlook on commodities
Why are Public Pension Funds re-thinking allocations?
Equities favored as outlook brightens
Optimizing your emerging markets equity portfolio
Real assets insights: Q1 2026
Sustainable Investing: 5 Key Questions Asset Owners Ask
Fixed income scenarios for the current market environment
Iran war: Energy normalization drifts further away
The income squeeze: How market concentration is reshaping equity returns
Internal succession planning: 5 key steps
Investing in AI through sectors
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Why every institutional investor should use a TAA implementation
European defence: From tactical theme to strategic allocation
Global growth under pressure from energy risks
What to Know About the Dutch Pension Reform
India loses EM share as AI trade surges
Asset Tokenization in Capital Markets
US retail sales and confidence weaken
Emerging Market Debt Commentary: October 2025
Q4 2025 Credit Research Outlook
The whole truth behind the Fed’s rate cuts
How EMEA-based insurers are approaching nature-related investing
Markets tend to shake off geopolitical shocks
The transition of power at the Federal Reserve
Emerging Market Debt Commentary: May 2026
Market Forecasts: Q1 2026
European equity sectors’ positive vectors
Capture AI upside while managing Tech volatility
The case for active dividends
Emerging market debt outlook: The return of ‘Goldilocks’
The Markets
Emerging Market Debt Market Commentary: Q2 2026
Time not timing: The case for long-term investing
India in 2025: A tale of contrasting risk perception?
Big Beautiful Bill brings tax clarity
Equity duration matters, but earnings decide
Emerging Market Debt Commentary: February 2026
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Long-Term Asset Class Forecasts: Q2 2026
Fed dissent signals policy shift ahead
The new era of income investing
Investment trends among sovereign wealth funds
Why the global macro data crisis is everyone’s problem
Emerging Market Debt Commentary: Q3 2025
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Navigating rising market concentration with Enhanced strategies
The future of crypto: Why smart investors are backing the ecosystem
US tariffs: Sector risks and legal challenges ahead?
July rate cut unlikely
Emerging Market Debt Commentary: November 2025
Q3 2025 Credit Research Outlook
Sustainability in LDI
The One Question Series: You Ask. We Answer.
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Markets hold steady amid global tensions
No real joy in the UK Budget
Long-Term Asset Class Forecasts: Q4 2025
Capital Adequacy Disclosures
Aligning emerging market equity allocations with growth and dollar cycles
Small caps gain amid resilient US growth
Monthly Cash Review – GBP
Fed holds steady amid rising labor concerns
How is AI reshaping emerging market equity opportunities?
Emerging Market Equities Outlook Q1 2026
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Europe services slowdown deepens growth concerns
Why have convertible bonds outperformed equities in 2025?
India government bonds get a glow-up
Euro, yen gain as dollar weakens
Diversification in focus: JP Morgan announces changes to EMD benchmarks
US government layoffs raise labor market risks
Tokenized money market funds (MMFs): Revolutionizing liquidity management
US labor data raises fresh questions again
Sustainability Data Governance and Oversight in Asset Management
The Rise of Sukuk from Shariah Roots to Global Opportunity
Emerging Market Debt Commentary: January 2026
Building portfolio resilience through sustainable technology megatrends
Democratizing Private Markets: Strategic Insights and the Path Forward
Crisis conditions favor USD
History rhymes again
Risk-on is back, higher volatility stocks rebound
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
US industry shows signs of revival
How gold hedges policy uncertainty when Fed leadership changes
The Top 5 Themes for the US Market in 2026
The renewed case for currency hedging fixed income exposures
“Sanaenomics”: A Truss or a Meloni moment?
Iran war complicates global policy outlook
Emerging Markets Beyond China
Climate Transition Euro Corporate Bond Beta Strategy
Long-Term Asset Class Forecasts: Q3 2025
Emerging Market Debt Market Commentary: Q2 2025
How to invest in crypto without buying crypto
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Private US multifamily real estate looks attractive
The US Dollar Free Lunch Is Over. What Now? USD investors
US labor data sends mixed signals
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Fixed Income Outlook 2026
The Gulf's capital transformation
Elections
Why were funds so short
Democratising core exposures for European investors
Supreme Court IEEPA tariff decision could raise market risk
Real assets: diversification through conflict
US–China trade truce holds, but for how long?
US consumer buffer continues to thin
GCC countries and India: A new era of economic collaboration
High yield case study: how an index allocation can complement an active manager lineup
Prefer longer-duration bonds
Emerging market debt outlook: Enduring strength
Investing in the intelligence economy: AI opportunities across global sectors
One index offers US exceptionalism, mid-cap potential, and sustainability
Iran conflict overshadows mixed global data
Japan’s “Truss Shock": A market scare, but not a systemic crisis
US inflation supports September rate cut
Mixed data does not preclude rate cuts
War or peace: Energy, inflation, Europe
Global equity leadership: is the World enough?
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
The future of fixed income: From income to engineered outcomes
Global equities: earnings rewarding patience
Are rate cuts off the table in Australia?
We raise our global growth forecast
Nature as an asset: the relevance of biodiversity for investors
Featured Cash Insights
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
2025 European Wealth Manager Survey
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Alternatives Outlook 2026
Implementation alpha across the fixed income spectrum
Equity Market Outlook 2026
Why various market risk metrics tell different stories
What is the Global Market Portfolio?
Mapping the sustainable investing spectrum of capital
The case for emerging markets small-cap equity
Capturing opportunity as the equity landscape evolves
What does the divergence in US soft and hard data mean?
Raising the wealth management bar for Gen X women
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
The evolution and future of fixed income
Gold 2026 Midyear Outlook: A tug-of-war between tactical and structural momentum
USD rebounds to neutral
Iran war: Risk on, energy off
Support levels in sovereign debt markets
Climate Transition U.S. Corporate Bond Beta Strategy
Emerging market debt: Why it belongs in your investment portfolio
Sector Market Perspectives: Q3 2026
Geopolitical tensions remain elevated
The Gulf shock: Energy supply, markets, and macro spillovers
Inflation shocks test global economic resilience
Growth holds but inflation risks reshape outlook
US government shutdown update: Risks emerge
China’s market disconnect
Oil retreat supports contained inflation outlook
Return expectations from the Global Market Portfolio
Private credit dispersion: Rising stress, not systemic disruption
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Bank Deposits Versus Money Market Funds
Why investors should continue to climb the wall of worry
US labor market signals persistent softness
US macro data stronger than expected
Trimming risk, staying constructive
Why investors should reconsider APAC weight
Labor market softness deepens
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Why It’s Time for China Equity to Go Solo
Fed on hold, but for how long?
The power of information ratio (IR) in active management
February payroll shock flags AI job loss risk
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Equities overweight edges higher
How to value bitcoin: Valuation frameworks for investors
Market Forecasts: Q2 2026
US exceptionalism: Fading force or enduring edge?
The economics of AI-driven productivity
Growth takes lead in FX markets
US inflation may be nearing its peak
Monthly Cash Review – EUR
Should you be worried about Fed independence?
Mega-cap IPOs: Implications for institutional investors and index managers
Fixed income ETF fact v fiction
Japan: Weighing the equity landscape
Market trends
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
Understanding Money Market Funds
Global High Yield Update: Q3 2025
MPFL Section 172 Statement
The rise of the Core-Satellite approach in fixed income portfolio construction
The path ahead for GCC equities
Consistency as a compass in developed market equities
Eurozone signals caution on June rate hike
The US Dollar Free Lunch Is Over. What Now? NOK investors
US inflation surprises but signals unclear
What’s on the horizon for digital assets?
2025 markets rally through turbulence
A smarter core: An Enhanced approach to optimizing equity portfolios
Emerging Market Debt Commentary: July 2025
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
US labor market softens, Fed rate cut likely in December
Sector Market Perspectives: Q2 2026
Iran risks support JPY; USD softens
Energy‑led risks under watch
Sector ETF Momentum Map
Hawkish Words, Dovish Moves
US inflation data supports Fed rate cut outlook
Consistency as a compass in emerging market equities
Hedging China bond exposures: strategic considerations
What could revive 2026 Fed cut prospects?
Gold 2026 Outlook: Can the structural bull cycle continue to $5,000?
Quality continues to offer investors an opportunity in US equities
An enhanced approach to broad Emerging Markets equity exposure
PriceStats Analysis
Japan is back, and how!
Six Grey Swans that could move markets in 2026
Strategies for financial advisor succession planning
Leveraged Loans at State Street Investment Management
Emerging Market Debt Commentary: Q1 2026
Hawkish Fed signals drive market caution
Silver is no substitute for gold
Global Shariah equities: Quality investment for the future
Global High Yield – 2025 in Review and 2026 Outlook
The case for Saudi Enhanced Equity exposure
Identifying Sustainable Outcome Investments
Saudi Arabian bonds: the case beyond the conflict
Actively managed ETFs: A new chapter for global investors
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Uncommon Sense
US inflation mixed, labor data worsens
Why bitcoin institutional demand is on the rise
Fed cuts rates again, December move uncertain
Fed set for January hold
Emerging Market Debt Commentary: April 2026
Short shocks, longer echoes
Beyond AI: The broadening of equity market leadership
State Street Sector Momentum Map
Why elevated risk may favour the energy equity sector
Returns triple boost powers local emerging market debt outperformance
Canada at a crossroads
Global High Yield Update—Q2 2025
US labor soft, but no acute stress
GENIUS Act explained: What it means for crypto and digital assets
Market pricing of UK growth is too optimistic
How fixed income can (still) provide an anchor to windward
Are yields entering a new phase?
Considerations for a long-dated US Treasury exposure
Middle East conflict: Is an end in sight by April?
US consumers strong but uneven
A stronger emerging markets rally will need a new era of reforms
US labor strength delays Fed rate cuts
Deconstructing equity returns: Insights for a new rate cycle
Markets reprice, earnings endure
Waiting for the small-cap resurgence
USD to stabilize; JPY unresponsive to BoJ
Emerging market debt: Enduring strength outlook holds
Closing time: How passive investing is reshaping equity market microstructure
Trim equities, add duration
Forward with focus
Building resilience with private CRE
PCE inflation steady but elevated
Quality’s role amid equity market uncertainty
Thriving through turbulence: European small-caps surge
Equities back to overweight
Unlocking opportunity in the leveraged loan market
Investing in digital assets: Educational resources for investors
Emerging Market Debt Commentary: August 2025
CAD, NOK poised to outperform
Market Forecasts: Q3 2025
Featured Insights
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Hungary’s election: Risks, premia, and market pricing
Global markets tilt toward AI
AI leaders reshape the EM investment story
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
What happens with a less transparent Fed?
Powell hints at rate cuts at Jackson Hole
Emerging Market Debt Commentary: Q4 2025
What has happened to the great rotation?
An advanced perspective on securities lending
More gleam for gold in the Global Market Portfolio
Fed shift hits USD
SAFI turns 2: Delivering consistent alpha, controlled risk
US labor data improve but risks remain ahead
Asset Stewardship Report 2018
AI meets accountability
How the Iran War could impact Australia’s infrastructure
Reducing underweight in US Agg
Q2 Investment Outlook
No Letup in Capital Expenditures
Why Asia may be the biggest winner of the global AI boom
Markets still view Fed independence as intact—here’s why
Improving fixed income portfolio resilience with leveraged loans
How is the GCC positioned for the global AI race?
Fed rate cuts spark US housing revival
UK politics: Continuity priced in, risks simmer
Monthly Cash Review: July 2026 (USD)
2026 Credit Research Outlook
Digital assets: The next frontier for markets and investors
What if investors get bored of AI?
25 years of creating ETFs for European investors
Emerging market debt: Why index choice matters
Three reasons to implement a sector strategy
Tokenization of assets: How it’s reshaping finance and markets
Brace for a volatile summer
Weak US jobs data likely seals September rate cut
What the US government shutdown means for markets and the economy
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
The US Dollar Free Lunch Is Over. What Now? EUR investors
US rate cut likely despite growing doubts
How to invest in AI
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
The yield curve's message for equity markets
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Tactical shift favors USD
Investing in real assets with ETFs
India IT adapts to the AI shift
Equities remain our top preference
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Grey Swans 2026
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Why we don’t trade headlines: Systematic investors rely on core risk controls
Nature and biodiversity: investor objectives for risk and opportunity
Long-Term Asset Class Forecasts: Q2 2025
Long-Term Asset Class Forecasts: Q1 2026
How to Position for Geopolitical Shocks During Trump 2.0
How AI is transforming investment management: State Street’s strategic approach
Fundamentals favor the US
US mid caps: A comeback for the quiet outperformer?
Q2 2026 Credit Research Outlook
Central banks hold, but tensions drive risk
Monthly Cash Reviews
Forward with focus: Implementation Guide
What’s driving the surge in global interest rates?
Hawkish Fed supports USD
Impact Investing vs. Sustainable Outcome Investing
US small-caps: primed for potential upside
Dissecting equity momentum
The investor’s guide to digital assets
Navigate the market with State Street ETFs Chart Pack
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
NOK shows promise, CAD faces pressure
Gold takes center stage
Get ahead of the Fed: Financials may get a boost from rate cuts
Nature and biodiversity data: types and uses for investors
US real GDP cools sharply in Q4 2025
The changing makeup of the Global Market Portfolio
Six investment trends the summer has revealed
Geopolitics at the center of financial markets
Macroeconomic Outlook 2026
Global High Yield Update—Q1 2026
Can Convertibles Defy Markets and Keep Rallying?
US payrolls data feels like fake resilience
Global Market Portfolio 2025
US small-caps in focus
US equities: Euphoria, fragility, and the search for clarity
Market Forecasts: Q4 2025