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