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