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