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US labor soft, but no acute stress
The yield curve's message for equity markets
Identifying Sustainable Outcome Investments
Implementation alpha across the fixed income spectrum
Why Asia may be the biggest winner of the global AI boom
Iran war: Risk on, energy off
An enhanced approach to broad Emerging Markets equity exposure
Optimizing your emerging markets equity portfolio
Fixed income’s year end de-risk supports CLO allocations
The whole truth behind the Fed’s rate cuts
US small-caps in focus
Global equity leadership: is the World enough?
US inflation supports September rate cut
Rising yields reshape markets
Long-Term Asset Class Forecasts: Q1 2026
Bank Deposits Versus Money Market Funds
Japan is back, and how!
Investing in real assets with ETFs
How fixed income can (still) provide an anchor to windward
Waiting for the small-cap resurgence
Investment trends among sovereign wealth funds
Emerging Market Debt Commentary: Q4 2025
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
An advanced perspective on securities lending
Tactical shift favors USD
The power of information ratio (IR) in active management
Markets tend to shake off geopolitical shocks
Equities back to overweight
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
US–China trade truce holds, but for how long?
One Question Series: Should I Consider Systematic Active Fixed Income?
The Markets
Q4 2025 Credit Research Outlook
A stronger emerging markets rally will need a new era of reforms
India IT adapts to the AI shift
India government bonds get a glow-up
US equities: Euphoria, fragility, and the search for clarity
No real joy in the UK Budget
2025 European Wealth Manager Survey
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Macroeconomic Outlook 2026
Fed holds steady amid rising labor concerns
Emerging market debt outlook: Enduring strength
Equity duration matters, but earnings decide
25 years of creating ETFs for European investors
The case for collateralised loan obligations for European investors
Markets shift to selectivity phase
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Japan: Weighing the equity landscape
European equity sectors’ positive vectors
Navigating rising market concentration with Enhanced strategies
Market Forecasts: Q1 2026
Scope 3 emissions in investment decision-making: An analysis
The case for a broad commodities strategic allocation
AI meets accountability
Elections
Why the global macro data crisis is everyone’s problem
Constructive outlook on commodities
Global High Yield Update: Q3 2025
Core-Satellite Fixed Income: Evolving from concept to practice
Real assets insights: Q1 2026
2026 Credit Research Outlook
Hungary’s election: Risks, premia, and market pricing
Support levels in sovereign debt markets
India loses EM share as AI trade surges
Why have convertible bonds outperformed equities in 2025?
High yield case study: how an index allocation can complement an active manager lineup
Three reasons to implement a sector strategy
Emerging Market Debt Market Commentary: Q2 2025
Hawkish Fed signals drive market caution
US government layoffs raise labor market risks
State Street Global Advisors Rebrands as State Street Investment Management
Emerging Markets Beyond China
The US Dollar Free Lunch Is Over. What Now? USD investors
Fed on hold, but for how long?
Are rate cuts off the table in Australia?
US labor data improve but risks remain ahead
Fed set for January hold
Equities remain our top preference
Why are Public Pension Funds re-thinking allocations?
Hedging China bond exposures: strategic considerations
Central banks hold, but tensions drive risk
Reinventing Shareholder Activism: Stewardship
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
US rate cut likely despite growing doubts
The renewed case for currency hedging fixed income exposures
Long-Term Asset Class Forecasts: Q2 2025
Emerging Market Debt Commentary: February 2026
European Aristocrat Strategies
Oil retreat supports contained inflation outlook
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
SDG integration into systematic portfolios
Tokenization of assets: How it’s reshaping finance and markets
Growth takes lead in FX markets
Featured Cash Insights
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
What the US government shutdown means for markets and the economy
Uncommon Sense
China’s market disconnect
Equity Market Outlook 2026
Why elevated risk may favour the energy equity sector
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Fixed Income Outlook 2026
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
US macro data stronger than expected
Investing in the intelligence economy: AI opportunities across global sectors
We raise our global growth forecast
More gleam for gold in the Global Market Portfolio
Emerging Market Debt Commentary: August 2025
Navigating the European Defence Investment Landscape
Fixed income scenarios for the current market environment
Beyond AI: The broadening of equity market leadership
Mega-cap IPOs: Implications for institutional investors and index managers
US consumer buffer continues to thin
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
“Sanaenomics”: A Truss or a Meloni moment?
Global growth under pressure from energy risks
MPFL Section 172 Statement
What if investors get bored of AI?
The Top 5 Themes for the US Market in 2026
Raising the wealth management bar for Gen X women
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Real assets: diversification through conflict
Emerging Market Debt Commentary: May 2026
High uncertainty doesn’t mean indefinite Fed inaction
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
Climate Transition Euro Corporate Bond Beta Strategy
Q2 Investment Outlook
The case for active dividends
Hawkish Fed supports USD
The future of fixed income: From income to engineered outcomes
2024 ETF Impact Survey
Trim equities, add duration
Reducing underweight in US Agg
Prefer longer-duration bonds
Geopolitics at the center of financial markets
What to Know About the Dutch Pension Reform
Actively managed ETFs: A new chapter for global investors
How gold hedges policy uncertainty when Fed leadership changes
Fixed income ETF fact v fiction
Fed cuts rates again, December move uncertain
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
How to Position for Geopolitical Shocks During Trump 2.0
Private US multifamily real estate looks attractive
Considerations for a long-dated US Treasury exposure
Brace for a volatile summer
Global markets tilt toward AI
Euro, yen gain as dollar weakens
NOK shows promise, CAD faces pressure
Returns triple boost powers local emerging market debt outperformance
Capturing opportunity as the equity landscape evolves
Why bitcoin institutional demand is on the rise
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Are Foreign Investors Really “Dumping” US Treasury Bonds?
How to invest in crypto without buying crypto
Emerging market debt outlook: The return of ‘Goldilocks’
February payroll shock flags AI job loss risk
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
How is the GCC positioned for the global AI race?
Are yields entering a new phase?
Crisis conditions favor USD
Equities overweight edges higher
Leveraged Loans at State Street Investment Management
Sustainable Investing: 5 Key Questions Asset Owners Ask
The US Dollar Free Lunch Is Over. What Now? NOK investors
Saudi Arabian bonds: the case beyond the conflict
History rhymes again
Emerging market debt: Why index choice matters
How AI is transforming investment management: State Street’s strategic approach
Long-Term Asset Class Forecasts: Q2 2026
Q3 2025 Credit Research Outlook
The case for Saudi Enhanced Equity exposure
Deconstructing equity returns: Insights for a new rate cycle
Quality’s role amid equity market uncertainty
Long-Term Asset Class Forecasts: Q3 2025
Asset Tokenization in Capital Markets
Featured Insights
Emerging Market Debt Commentary: January 2026
Weak US jobs data likely seals September rate cut
Fundamentals favor the US
PriceStats Analysis
Navigate the market with State Street ETFs Chart Pack
Japan’s “Truss Shock": A market scare, but not a systemic crisis
The changing makeup of the Global Market Portfolio
The rise of the Core-Satellite approach in fixed income portfolio construction
Democratizing Private Markets: Strategic Insights and the Path Forward
Powell hints at rate cuts at Jackson Hole
US labor market signals persistent softness
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
When Wall Street and Main Street Diverge
Emerging Market Debt Commentary: November 2025
Return expectations from the Global Market Portfolio
Rebalancing toward US Agg
A new era of monetary and fiscal policy or back to the future? What investors should know
Tokenized money market funds (MMFs): Revolutionizing liquidity management
Climate Transition U.S. Corporate Bond Beta Strategy
A new agenda for sustainable investing research: A Q&A
Why investors should reconsider APAC weight
Private credit dispersion: Rising stress, not systemic disruption
How AI is reshaping emerging markets equities
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
What is the Global Market Portfolio?
US inflation data supports Fed rate cut outlook
What has happened to the great rotation?
Europe services slowdown deepens growth concerns
Emerging Market Debt Commentary: Q3 2025
Supreme Court IEEPA tariff decision could raise market risk
Digital assets: The next frontier for markets and investors
War or peace: Energy, inflation, Europe
Dissecting equity momentum
What could revive 2026 Fed cut prospects?
Grey Swans 2026
Why various market risk metrics tell different stories
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
How is AI reshaping emerging market equity opportunities?
Emerging Market Debt Commentary: July 2025
Get ahead of the Fed: Financials may get a boost from rate cuts
The transition of power at the Federal Reserve
The Gulf shock: Energy supply, markets, and macro spillovers
Monthly Cash Review: June 2026 (USD)
GCC countries and India: A new era of economic collaboration
Bitcoin volatility and liquidity: Key trends for investors
Fed shift hits USD
Global High Yield Update—Q1 2026
European defence: From tactical theme to strategic allocation
Should you be worried about Fed independence?
Consistency as a compass in developed market equities
Sector ETF Momentum Map
Monthly Cash Reviews
Global Market Portfolio 2025
Emerging Market Debt Commentary: Q1 2026
India in 2025: A tale of contrasting risk perception?
How to invest in AI
Why were funds so short
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Improving fixed income portfolio resilience with leveraged loans
Risk-on is back, higher volatility stocks rebound
Iran war: Energy normalization drifts further away
Energy‑led risks under watch
An Investment Vision for European Defence
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Market Forecasts: Q2 2026
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Building resilience with private CRE
Global equities: earnings rewarding patience
US retail sales and confidence weaken
The case for US 1-5 year investment grade credit
Middle East conflict: Is an end in sight by April?
What does the divergence in US soft and hard data mean?
Why It’s Time for China Equity to Go Solo
Q2 2026 Credit Research Outlook
Why we don’t trade headlines: Systematic investors rely on core risk controls
What’s on the horizon for digital assets?
Market Forecasts: Q3 2025
SSGAL Section 172 Statement
Unlocking opportunity in the leveraged loan market
PCE inflation steady but elevated
Markets still view Fed independence as intact—here’s why
Internal succession planning: 5 key steps
US industry shows signs of revival
A smarter core: An Enhanced approach to optimizing equity portfolios
Iran conflict overshadows mixed global data
Monthly Cash Review – GBP
Investing in digital assets: Educational resources for investors
Why every institutional investor should use a TAA implementation
The path ahead for GCC equities
Big Beautiful Bill brings tax clarity
Inflation shocks test global economic resilience
Time not timing: The case for long-term investing
US tariffs: Sector risks and legal challenges ahead?
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Labor market softness deepens
The investor’s guide to digital assets
Closing time: How passive investing is reshaping equity market microstructure
Forward with focus
What’s driving the surge in global interest rates?
Impact Investing vs. Sustainable Outcome Investing
The US Dollar Free Lunch Is Over. What Now? EUR investors
Why invest in actively managed ETFs?
US real GDP cools sharply in Q4 2025
Can Convertibles Defy Markets and Keep Rallying?
US labor data sends mixed signals
Global Growth Dips Amid Uncertainty
US government shutdown update: Risks emerge
Emerging Market Debt Commentary: October 2025
Strategies for financial advisor succession planning
Gold takes center stage
US mid caps: A comeback for the quiet outperformer?
Q2 2025 SAFI commentary
US consumers strong but uneven
Iran risks support JPY; USD softens
Hawkish Words, Dovish Moves
Long-Term Asset Class Forecasts: Q4 2025
Market pricing of UK growth is too optimistic
US inflation mixed, labor data worsens
Emerging market debt: Enduring strength outlook holds
Geopolitical tensions remain elevated
US labor strength delays Fed rate cuts
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Fed dissent signals policy shift ahead
CAD, NOK poised to outperform
Forward with focus: Implementation Guide
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Market Forecasts: Q4 2025
Sustainability Data Governance and Oversight in Asset Management
US labor market softens, Fed rate cut likely in December
Alternatives Outlook 2026
The Rise of Sukuk from Shariah Roots to Global Opportunity
Building portfolio resilience through sustainable technology megatrends
USD to stabilize; JPY unresponsive to BoJ
US payrolls data feels like fake resilience
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Mixed Signals, Murky Outlook
Thriving through turbulence: European small-caps surge
Short shocks, longer echoes
Iran war complicates global policy outlook
The evolution and future of fixed income
US exceptionalism: Fading force or enduring edge?
Market trends
US small-caps: primed for potential upside
Global Shariah equities: Quality investment for the future
Emerging Market Debt Commentary: April 2026
USD rebounds to neutral
Why investors should continue to climb the wall of worry
How the Iran War could impact Australia’s infrastructure
The economics of AI-driven productivity
SAFI turns 2: Delivering consistent alpha, controlled risk
Eurozone signals caution on June rate hike
Democratising core exposures for European investors
Monthly Cash Review – EUR
The Gulf's capital transformation
Capital Adequacy Disclosures
Nature as an asset: the relevance of biodiversity for investors
Global High Yield – 2025 in Review and 2026 Outlook
Understanding markets in the new world order: A geopolitical framework for investors
Emerging Market Equities Outlook Q1 2026
No Letup in Capital Expenditures
Sustainability in LDI
Markets reprice, earnings endure
The future of crypto: Why smart investors are backing the ecosystem
Six investment trends the summer has revealed
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Consistency as a compass in emerging market equities
How to value bitcoin: Valuation frameworks for investors
One index offers US exceptionalism, mid-cap potential, and sustainability
Diversification in focus: JP Morgan announces changes to EMD benchmarks
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
US inflation surprises but signals unclear
Why the AI CapEx cycle may have more staying power than you think
Nature and biodiversity data: types and uses for investors
The case for emerging markets small-cap equity
The One Question Series: You Ask. We Answer.
Fed rate cuts spark US housing revival
Markets hold steady amid global tensions
GENIUS Act explained: What it means for crypto and digital assets
Emerging market debt: Why it belongs in your investment portfolio
Global High Yield Update—Q2 2025
Mixed data does not preclude rate cuts
Separating Fact from Fear in Japanese Investing
The income squeeze: How market concentration is reshaping equity returns
Six Grey Swans that could move markets in 2026
2025 markets rally through turbulence
Trimming risk, staying constructive
The new era of income investing
State Street Sector Momentum Map
Mapping the sustainable investing spectrum of capital
Equities favored as outlook brightens
Safe havens reimagined: Saudi bonds surge as Treasurys falter
How EMEA-based insurers are approaching nature-related investing
US inflation may be nearing its peak
Nature and biodiversity: investor objectives for risk and opportunity
July rate cut unlikely
Quality continues to offer investors an opportunity in US equities