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