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