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Forward with focus
Internal succession planning: 5 key steps
“Sanaenomics”: A Truss or a Meloni moment?
Looking for a Signal in the Noise
Short shocks, longer echoes
Long-Term Asset Class Forecasts: Q2 2026
Weak US jobs data likely seals September rate cut
European equity sectors’ positive vectors
US rate cut likely despite growing doubts
Emerging Markets Beyond China
Iran risks support JPY; USD softens
2025 Global Retirement Reality Report: Australia Snapshot
Forward-Looking Climate Metrics in Corporate Bond Portfolios
Tariffs, Transshipping, and the Trouble with Vietnam
Q2 2025 SAFI commentary
2026 Credit Research Outlook
Central banks hold, but tensions drive risk
The Case for High Yield
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
One Question Series: Should I Consider Systematic Active Fixed Income?
Reducing underweight in US Agg
Stewardship Activity Report: Q4 2024
Tariffs Market Economy
Markets hold steady amid global tensions
Japan’s “Truss Shock": A market scare, but not a systemic crisis
No real joy in the UK Budget
Are rate cuts off the table in Australia?
Why are Public Pension Funds re-thinking allocations?
Europe services slowdown deepens growth concerns
Long-Term US Dollar Risks Persist
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Supreme Court IEEPA tariff decision could raise market risk
China’s 2020 National People’s Congress: The Big Policy Pivot
UK Election Outlook
US exceptionalism: Fading force or enduring edge?
Markets shift to selectivity phase
India in 2025: A tale of contrasting risk perception?
US labor data improve but risks remain ahead
The whole truth behind the Fed’s rate cuts
Fixed income scenarios for the current market environment
Labor market softness deepens
Closing time: How passive investing is reshaping equity market microstructure
USD to stabilize; JPY unresponsive to BoJ
US industry shows signs of revival
Mega-cap IPOs: Implications for institutional investors and index managers
What is the Global Market Portfolio?
US mid caps: A comeback for the quiet outperformer?
2025 Global Retirement Reality Report: Canada Snapshot
The income squeeze: How market concentration is reshaping equity returns
PriceStats Analysis
Temporary Rise in US Inflation Ahead
MPFL Section 172 Statement
Returns triple boost powers local emerging market debt outperformance
An enhanced approach to broad Emerging Markets equity exposure
The US Dollar Free Lunch Is Over. What Now? USD investors
Six investment trends the summer has revealed
Fed set for January hold
February payroll shock flags AI job loss risk
Beyond AI: The broadening of equity market leadership
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
European Aristocrat Strategies
Fixed income ETF fact v fiction
How is AI reshaping emerging market equity opportunities?
Espresso
Charitable Asset Management
Emerging Market Equities Outlook Q1 2026
Fed rate cuts spark US housing revival
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Fed dissent signals policy shift ahead
Global CIO Reaction to US Presidential Election
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Sector ETF Momentum Map
Markets tend to shake off geopolitical shocks
We Maintain No-Recession Call Despite GDP Data
Emerging Market Debt Commentary: November 2025
Why we don’t trade headlines: Systematic investors rely on core risk controls
Sustainability in LDI
AI meets accountability
Private credit dispersion: Rising stress, not systemic disruption
Market trends
Global growth under pressure from energy risks
Iran war complicates global policy outlook
The Role of Bank Regulations in Repo Market Disfunction
The US Dollar Free Lunch Is Over. What Now? EUR investors
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
US labor market softens, Fed rate cut likely in December
One Question Series: How Can Fixed Income Help Manage Uncertainty?
The Gulf's capital transformation
Six Grey Swans that could move markets in 2026
US equities: Euphoria, fragility, and the search for clarity
SSGA Canadian Long-Term Asset Class Forecasts
The Impact of Crisis-Driven Dividend Cuts
Navigating the European Defence Investment Landscape
Grey Swans 2026
Emerging Market Debt: Enhancing a Global Bond Portfolio
Investing in real assets with ETFs
What the US government shutdown means for markets and the economy
Global High Yield Update: Q3 2025
Hungary’s election: Risks, premia, and market pricing
Iran war: Risk on, energy off
NOK shows promise, CAD faces pressure
2025 markets rally through turbulence
2025 European Wealth Manager Survey
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
An advanced perspective on securities lending
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Why have convertible bonds outperformed equities in 2025?
What’s driving S&P 500 valuations now?
What does the divergence in US soft and hard data mean?
US labor soft, but no acute stress
The evolution and future of fixed income
US small-caps: primed for potential upside
Real assets insights: Q1 2026
How the Iran War could impact Australia’s infrastructure
High yield case study: how an index allocation can complement an active manager lineup
Investing in digital assets: Educational resources for investors
Waiting for the small-cap resurgence
Get ahead of the Fed: Financials may get a boost from rate cuts
Japan: Weighing the equity landscape
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Iran conflict overshadows mixed global data
Navigate the market with State Street ETFs Chart Pack
Skilling Up During Disruption
Global equity leadership: is the World enough?
Actively managed ETFs: A new chapter for global investors
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Why invest in actively managed ETFs?
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
How to Position for Geopolitical Shocks During Trump 2.0
Should you be worried about Fed independence?
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
What’s on the horizon for digital assets?
Energy‑led risks under watch
Emerging market debt outlook: The return of ‘Goldilocks’
High uncertainty doesn’t mean indefinite Fed inaction
Crisis conditions favor USD
What has happened to the great rotation?
Trim equities, add duration
Private US multifamily real estate looks attractive
2025 Global Retirement Reality Report: US Snapshot
How AI is transforming investment management: State Street’s strategic approach
War or peace: Energy, inflation, Europe
The changing makeup of the Global Market Portfolio
The investor’s guide to digital assets
Consistency as a compass in emerging market equities
Oil retreat supports contained inflation outlook
GCC countries and India: A new era of economic collaboration
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
What if investors get bored of AI?
The economics of AI-driven productivity
Bitcoin volatility and liquidity: Key trends for investors
SSGAL Section 172 Statement
Middle East conflict: Is an end in sight by April?
Hawkish Fed supports USD
Mapping the sustainable investing spectrum of capital
We raise our global growth forecast
How to value bitcoin: Valuation frameworks for investors
How To Invest: A Step by Step Guide
Long-Term Asset Class Forecasts: Q2 2025
Convertibles Tough Out Trump Mega Volatility
Nature as an asset: the relevance of biodiversity for investors
Strategies for financial advisor succession planning
US inflation data supports Fed rate cut outlook
Inflation shocks test global economic resilience
Q2 Investment Outlook
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
USD rebounds to neutral
US inflation supports September rate cut
How is the GCC positioned for the global AI race?
Emerging Market Debt Commentary: October 2025
Asset Tokenization in Capital Markets
Identifying Sustainable Outcome Investments
The Rise in Systematic Credit Investing
The case for active dividends
Nature and biodiversity data: types and uses for investors
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
Emerging Market Debt Commentary: July 2025
US small-caps in focus
Global Equities: Balancing Risks and Opportunities
Reinventing Shareholder Activism: Stewardship
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Investing in the intelligence economy: AI opportunities across global sectors
Global Retirement Reality Report
Fed cuts rates again, December move uncertain
Q2 2026 Credit Research Outlook
Why every institutional investor should use a TAA implementation
Why the GCC Is Emerging as a Global Private Markets Hotspot
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Why investors should continue to climb the wall of worry
Long-Term Asset Class Forecasts: Q3 2025
GCC reforms spark resilient market growth
How gold hedges policy uncertainty when Fed leadership changes
Fed on hold, but for how long?
Global Market Portfolio 2025
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Investment trends among sovereign wealth funds
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Emerging market debt outlook: Enduring strength
How Fixed Income Can (Still) Provide an Anchor to Windward
Investing in Uncertain Times
Global High Yield Update—Q2 2025
Raising the wealth management bar for Gen X women
Emerging Market Debt Commentary: Q4 2025
Markets still view Fed independence as intact—here’s why
Euro, yen gain as dollar weakens
Markets reprice, earnings endure
A New Leadership Era: Institutional Meets Individual
How to invest in AI
GENIUS Act explained: What it means for crypto and digital assets
Understanding markets in the new world order: A geopolitical framework for investors
Macroeconomic Outlook 2026
Sustainable Investing: 5 Key Questions Asset Owners Ask
Are yields entering a new phase?
Climate Transition U.S. Corporate Bond Beta Strategy
Diversification in focus: JP Morgan announces changes to EMD benchmarks
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
The US Dollar Free Lunch Is Over. What Now? NOK investors
The case for a broad commodities strategic allocation
How to invest in crypto without buying crypto
Webcast Fed Liquidity Programs and ETFs
The Gulf shock: Energy supply, markets, and macro spillovers
Featured Insights
Monthly Cash Reviews
US government layoffs raise labor market risks
State Street Sector Momentum Map
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
SPDR® ETFs Throughout the COVID-19 Crisis
History rhymes again
A new agenda for sustainable investing research: A Q&A
The power of information ratio (IR) in active management
The case for collateralised loan obligations for European investors
Quality continues to offer investors an opportunity in US equities
The future of crypto: Why smart investors are backing the ecosystem
SDG integration into systematic portfolios
Volatility Guardrails for Uncertain Times
Big Beautiful Bill brings tax clarity
The Rise of Sukuk from Shariah Roots to Global Opportunity
Unlocking opportunity in the leveraged loan market
Climate Transition Euro Corporate Bond Beta Strategy
Emerging Market Debt Commentary: February 2026
The US Dollar Free Lunch Is Over. What Now? SEK Investors
State Street Global Advisors Rebrands as State Street Investment Management
Considerations for a long-dated US Treasury exposure
When Wall Street and Main Street Diverge
Market Forecasts: Q3 2025
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
US macro data stronger than expected
Equities favored as outlook brightens
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
The Top 5 Themes for the US Market in 2026
Emerging Market Debt Commentary: January 2026
Hawkish Words, Dovish Moves
2025 Global Retirement Reality Report: Ireland Snapshot
Market Forecasts: Q2 2026
The Case For Enhanced Active Strategies
Tokenized money market funds (MMFs): Revolutionizing liquidity management
Emerging Market Debt Market Commentary: Q2 2025
Trimming risk, staying constructive
Powell hints at rate cuts at Jackson Hole
US Small- and Mid-cap Equities: The De-escalation Trade
SAFI turns 2: Delivering consistent alpha, controlled risk
The case for Saudi Enhanced Equity exposure
Market Forecasts: Q1 2026
Bank Deposits Versus Money Market Funds
Emerging Market Debt Commentary: Q3 2025
Elections
US government shutdown update: Risks emerge
Democratizing Private Markets: Strategic Insights and the Path Forward
Equities remain our top preference
PCE inflation steady but elevated
2025 Global Retirement Reality Report: UK Snapshot
Monthly Cash Review – EUR
US consumer buffer continues to thin
Deconstructing equity returns: Insights for a new rate cycle
Rebalancing toward US Agg
Why bitcoin institutional demand is on the rise
A new era of monetary and fiscal policy or back to the future? What investors should know
Global equities: earnings rewarding patience
Defensive factor strategies taming the US equities bear
From income to outcomes: The evolution and future of fixed income
India IT adapts to the AI shift
Fed shift hits USD
Constructive outlook on commodities
Optimizing your emerging markets equity portfolio
Why It’s Time for China Equity to Go Solo
Q3 2025 Credit Research Outlook
How EMEA-based insurers are approaching nature-related investing
Global High Yield Update—Q1 2026
Building portfolio resilience through sustainable technology megatrends
Market Forecasts: Q4 2025
Building resilience with private CRE
The case for emerging markets small-cap equity
Nature and biodiversity: investor objectives for risk and opportunity
Credit spreads signal confidence and risk
2020 Vision: Focus on Finding Opportunities
US inflation mixed, labor data worsens
Can Convertibles Defy Markets and Keep Rallying?
One index offers US exceptionalism, mid-cap potential, and sustainability
Why various market risk metrics tell different stories
US labor market signals persistent softness
Hedging China bond exposures: strategic considerations
Gold takes center stage
Why the AI CapEx cycle may have more staying power than you think
Capturing opportunity as the equity landscape evolves
The renewed case for currency hedging fixed income exposures
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Leveraged Loans at State Street Investment Management
The One Question Series: You Ask. We Answer.
Fixed income’s year end de-risk supports CLO allocations
Emerging Market Debt Commentary: August 2025
Quality’s role amid equity market uncertainty
Global Growth Dips Amid Uncertainty
Next Fed Cut Could Be in July, Not June
Understanding Money Market Funds
Stewardship Report 2024
July rate cut unlikely
Capital Adequacy Disclosures
China’s market disconnect
Global High Yield – 2025 in Review and 2026 Outlook
US labor data sends mixed signals
Playback of Client Call: Liquidity Update with Global Trading
Building a Tactical Asset Allocation Overlay With Derivatives
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Long-Term Asset Class Forecasts: Q1 2026
Featured Cash Insights
The rise of the Core-Satellite approach in fixed income portfolio construction
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Brace for a volatile summer
US retail sales and confidence weaken
2024 ETF Impact Survey
The path ahead for GCC equities
Prefer longer-duration bonds
Monthly Cash Review – GBP
US tariffs: Sector risks and legal challenges ahead?
The transition of power at the Federal Reserve
The case for US 1-5 year investment grade credit
No Letup in Capital Expenditures
Emerging Market Debt Commentary: April 2025
Mixed data does not preclude rate cuts
Fixed Income Outlook 2026
Improving fixed income portfolio resilience with leveraged loans
A stronger emerging markets rally will need a new era of reforms
Three reasons to implement a sector strategy
Fundamentals favor the US
Housing Market Faces Tepid Spring
Thriving through turbulence: European small-caps surge
US real GDP cools sharply in Q4 2025
Alternatives Outlook 2026
Trading Best Practices for Volatile Markets
Digital assets: The next frontier for markets and investors
Emerging market debt: Why index choice matters
Why elevated risk may favour the energy equity sector
More gleam for gold in the Global Market Portfolio
Long-Term Asset Class Forecasts: Q4 2025
Emerging Market Debt Commentary: Q1 2026
Return expectations from the Global Market Portfolio
Why the global macro data crisis is everyone’s problem
Forward with focus: Implementation Guide
Q4 2025 Credit Research Outlook
CAD, NOK poised to outperform
An Update on Dividend Aristocrats
Emerging Market Equities: Climbing the Wall of Worry
Monthly Cash Review: May 2026 (USD)
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Uncommon Sense
Geopolitical tensions remain elevated
Emerging Market Debt Commentary: April 2026
EMD Hard Currency
Impact Investing vs. Sustainable Outcome Investing
The US Dollar Free Lunch Is Over. What Now? CHF Investors
The Markets
Market pricing of UK growth is too optimistic
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
There is Still Time to Move to Prime
Global Shariah equities: Quality investment for the future
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Geopolitics at the center of financial markets
Iran war: Energy normalization drifts further away
Tokenization of assets: How it’s reshaping finance and markets
Mixed Signals, Murky Outlook
An Investment Vision for European Defence
Scope 3 emissions in investment decision-making: An analysis
Sustainability Data Governance and Oversight in Asset Management
What to Know About the Dutch Pension Reform
How AI is reshaping emerging markets equities
Separating Fact from Fear in Japanese Investing
Fed holds steady amid rising labor concerns
The yield curve's message for equity markets
From defensive to dynamic: Utilities enter a new era of growth
Equity Market Outlook 2026
US payrolls data feels like fake resilience
Why were funds so short
Tactical shift favors USD
Reduce Allocation to European Equities