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Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Q2 2025 SAFI commentary
How to invest in AI
Equities favored as outlook brightens
Global CIO Reaction to US Presidential Election
Capturing opportunity as the equity landscape evolves
Monthly Cash Review: March 2026 (USD)
Get ahead of the Fed: Financials may get a boost from rate cuts
Stewardship Activity Report: Q4 2024
Fed cuts rates again, December move uncertain
Impact Investing vs. Sustainable Outcome Investing
Markets hold steady amid global tensions
Understanding Money Market Funds
US small-caps in focus
Consistency as a compass in emerging market equities
The Fed forays into ETFs
Climate Transition Euro Corporate Bond Beta Strategy
Tariffs Test S&P 500 Margins
US inflation returns to historical sweet spot
Return expectations from the Global Market Portfolio
Volatility Guardrails for Uncertain Times
Labor market softness deepens
Asset Tokenization in Capital Markets
Global Retirement Reality Report
Charitable Asset Management
Macroeconomic Outlook 2026
Q2 2025 Credit Research Outlook
European Aristocrat Strategies
Active Quantitative Equity Quarterly
Emerging Market Debt Commentary: August 2025
Brace for a volatile summer
Can Convertibles Defy Markets and Keep Rallying?
Why have convertible bonds outperformed equities in 2025?
A New Leadership Era: Institutional Meets Individual
Broadening Out From Trump 2.0
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Q3 2025 Credit Research Outlook
GCC reforms spark resilient market growth
The Case for High Yield
How AI is transforming investment management: State Street’s strategic approach
Hedging China bond exposures: strategic considerations
Separating Fact from Fear in Japanese Investing
GENIUS Act explained: What it means for crypto and digital assets
Nature and biodiversity: investor objectives for risk and opportunity
What does the divergence in US soft and hard data mean?
The changing makeup of the Global Market Portfolio
How is AI reshaping emerging market equity opportunities?
Fixed Income Outlook 2026
Digital assets: The next frontier for markets and investors
When Wall Street and Main Street Diverge
July rate cut unlikely
Small Caps: More Than Just a Factor Premium
Investing in Uncertain Times
Market Forecasts: Q3 2025
Emerging Market Debt Commentary: July 2025
Diversification in focus: JP Morgan announces changes to EMD benchmarks
How to value bitcoin: Valuation frameworks for investors
Leveraged Loans at State Street Investment Management
Q4 2025 Credit Research Outlook
US government layoffs raise labor market risks
Markets still view Fed independence as intact—here’s why
Japan: Weighing the equity landscape
Opportunities and Risks Related to Emerging Technologies
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
A stronger emerging markets rally will need a new era of reforms
Trim equities, add duration
Takaichi’s policies fuel Japan’s market rally
US macro data stronger than expected
Building a Tactical Asset Allocation Overlay With Derivatives
US consumer buffer continues to thin
Emerging Market Debt Commentary: April 2025
Global equities: earnings rewarding patience
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
USD to stabilize; JPY unresponsive to BoJ
Recalibration Day
Tariffs Market Economy
2024 ETF Impact Survey
3 Global High Yield Myths That Just Don’t Hold Up
Sustainability in LDI
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Mixed data does not preclude rate cuts
Fed holds steady amid rising labor concerns
Emerging Market Debt Commentary: Q3 2025
Fed rate cuts spark US housing revival
Global High Yield – 2025 in Review and 2026 Outlook
Safe havens reimagined: Saudi bonds surge as Treasurys falter
The Gulf's capital transformation
Sector ETF Momentum Map
Emerging Market Debt Commentary: February 2026
Next Fed Cut Could Be in July, Not June
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
Fed shift hits USD
Equity Compass
US industry shows signs of revival
Equities remain our top preference
2025 Global Retirement Reality Report: Australia Snapshot
Reversal of Fortune: Tech Equities Lag the Rest
US exceptionalism: Fading force or enduring edge?
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
US Sovereign Wealth Fund A Behemoth in the Making?
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Trump’s Trade War: What’s the Endgame?
Democratizing Private Markets: Strategic Insights and the Path Forward
Returns triple boost powers local emerging market debt outperformance
2025 Global Retirement Reality Report: Canada Snapshot
Defensive factor strategies taming the US equities bear
2026 Credit Research Outlook
Forward-Looking Climate Metrics in Corporate Bond Portfolios
“Sanaenomics”: A Truss or a Meloni moment?
US retail sales and confidence weaken
The power of information ratio (IR) in active management
US Small- and Mid-cap Equities: The De-escalation Trade
The future of crypto: Why smart investors are backing the ecosystem
Market Forecasts: Q1 2026
Espresso
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Yielding Power: What Militarizing Europe Means for its Bond Markets
Emerging Market Debt Commentary: November 2025
Sustainable Investing: 5 Key Questions Asset Owners Ask
Optimizing your emerging markets equity portfolio
Elections
US inflation supports September rate cut
India IT adapts to the AI shift
Equity Market Outlook 2026
Housing Market Faces Tepid Spring
State Street Global Advisors Rebrands as State Street Investment Management
China-led Emerging Markets Rally Still Has Room to Run, But Faces Headwinds
Emerging Market Debt Commentary: January 2026
Q1 Bond Outlook: Investor flows and inflation
From defensive to dynamic: Utilities enter a new era of growth
US tariffs: Sector risks and legal challenges ahead?
Mapping the sustainable investing spectrum of capital
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Inflation Expectations Rocket to Multi-Decade Highs
Considerations for a long-dated US Treasury exposure
Fed set for January hold
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Monthly Cash Review – GBP
Skilling Up During Disruption
Convertibles Tough Out Trump Mega Volatility
Building resilience with private CRE
Global Market Portfolio 2025
Emerging market debt outlook: Enduring strength
US payrolls data feels like fake resilience
Quality continues to offer investors an opportunity in US equities
Euro, yen gain as dollar weakens
Grey Swans 2026
The Misconception of Value Investing in the Eurozone
Fixed income’s year end de-risk supports CLO allocations
Navigating the European Defence Investment Landscape
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Tariffs Put Global Economy at Risk of Recession
Global Equities: Balancing Risks and Opportunities
Are Foreign Investors Really “Dumping” US Treasury Bonds?
USD rebounds to neutral
The Gulf shock: Energy supply, markets, and macro spillovers
Powell hints at rate cuts at Jackson Hole
Trimming risk, staying constructive
The US Dollar Free Lunch Is Over. What Now? USD investors
Trading Best Practices for Volatile Markets
Geopolitical tensions remain elevated
Market Forecasts: Q4 2025
More Storms Brewing: Are Tariffs on Europe Next?
Cracks Appear in Bullish US Dollar Story
How EMEA-based insurers are approaching nature-related investing
The Case For Enhanced Active Strategies
Looking for a Signal in the Noise
ETF Impact Report 2025-2026
The Markets
One index offers US exceptionalism, mid-cap potential, and sustainability
Renewed Energy in 2020
Supreme Court IEEPA tariff decision could raise market risk
Bitcoin volatility and liquidity: Key trends for investors
What Tariffs Mean for the Economy and Markets
Reducing underweight in US Agg
Making Sense of the Current US Treasury Market
Little Relief in Current Data
From income to outcomes: The evolution and future of fixed income
SAFI Update and Review: Strategy Generates +100-125 bps of Alpha in Its First Year
Monthly Cash Review – EUR
How AI is reshaping emerging markets equities
An Update on Dividend Aristocrats
Temporary Rise in US Inflation Ahead
Fixed income ETF fact v fiction
US inflation mixed, labor data worsens
US mid caps: A comeback for the quiet outperformer?
US labor market signals persistent softness
Long-Term US Dollar Risks Persist
The Top 5 Themes for the US Market in 2026
What’s driving S&P 500 valuations now?
Why bitcoin institutional demand is on the rise
PCE inflation steady but elevated
We raise our global growth forecast
The Rise of Sukuk from Shariah Roots to Global Opportunity
No real joy in the UK Budget
AI comes for marketing
More gleam for gold in the Global Market Portfolio
What if investors get bored of AI?
Capital Adequacy Disclosures
US Tariffs Break the USD Bull Case
Tokenization of assets: How it’s reshaping finance and markets
A new era of monetary and fiscal policy or back to the future? What investors should know
SSGAL Section 172 Statement
2025 Global Retirement Reality Report: Ireland Snapshot
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Germany's Fiscal Shift: Market Implications and Global Ripples
Credit spreads signal confidence and risk
US inflation data supports Fed rate cut outlook
US rate cut likely despite growing doubts
Volatility positioning: How to hold on for the ride
Emerging Market Debt Outlook: All Roads Lead to the US
Global High Yield Update – Q1 2025
US real GDP cools sharply in Q4 2025
Emerging market debt: Why index choice matters
How is the GCC positioned for the global AI race?
The One Question Series: You Ask. We Answer.
The Rise in Systematic Credit Investing
One Question Series: Should I Consider Systematic Active Fixed Income?
SDG integration into systematic portfolios
What the US government shutdown means for markets and the economy
The renewed case for currency hedging fixed income exposures
2025 markets rally through turbulence
Uncommon Sense
A new agenda for sustainable investing research: A Q&A
Bank Deposits Versus Money Market Funds
SPDR® ETFs Throughout the COVID-19 Crisis
No Letup in Capital Expenditures
Playback of Client Call: Liquidity Update with Global Trading
China’s 2020 National People’s Congress: The Big Policy Pivot
GCC countries and India: A new era of economic collaboration
Emerging Market Debt Commentary: February 2025
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Reduce Allocation to European Equities
60/40 strategy regains strength
Global equity leadership: is the World enough?
Q1 bond market outlook for ETF investors
Investing in digital assets: Educational resources for investors
Momentum Sails On, For Now
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Sustainability Data Governance and Oversight in Asset Management
High uncertainty doesn’t mean indefinite Fed inaction
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
What’s Driving Local Currency Emerging Market Debt’s Stellar Year-to-date Returns?
Constructive outlook on commodities
The case for active dividends
Global High Yield Update—Q2 2025
Gold takes center stage
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
NOK shows promise, CAD faces pressure
The evolution and future of fixed income
The whole truth behind the Fed’s rate cuts
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
What to Know About the Dutch Pension Reform
Appetite for Risk Wanes
MPFL Section 172 Statement
Thriving through turbulence: European small-caps surge
The case for emerging markets small-cap equity
How to invest in crypto without buying crypto
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Indexed Fixed Income: Delivering Precise and Reliable Outcomes
Nature as an asset: the relevance of biodiversity for investors
Emerging Market Debt Market Commentary: Q2 2025
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
The evolving GCC IPO market: Trends and investor implications
US labor soft, but no acute stress
Fed dissent signals policy shift ahead
Unlocking opportunity in the leveraged loan market
Three surprises for 2026: The curse of consensus in a market built on uncertainty
2020 Vision: Focus on Finding Opportunities
Deconstructing equity returns: Insights for a new rate cycle
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
US equities: Euphoria, fragility, and the search for clarity
Why invest in actively managed ETFs?
Emerging Market Debt Commentary: Q1 2025
Emerging Market Debt: Enhancing a Global Bond Portfolio
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Quality’s role amid equity market uncertainty
Long-Term Asset Class Forecasts: Q3 2025
UK Election Outlook
Three reasons to implement a sector strategy
Reevaluating the India Equity Opportunity
Forward with focus
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
Saudi Arabia: A Shelter from the Debt Storm?
Global High Yield Update: Q3 2025
Fed rate cut sparks mixed market moves
An enhanced approach to broad Emerging Markets equity exposure
Q2 2025 Cash Outlook
How to Position for Geopolitical Shocks During Trump 2.0
A Better Macro Policy Framework for Europe
Overweight in European Equities
Active Defensive Equities: Capturing Growth and Managing Risk in the Disruptive AI Era
Prefer longer-duration bonds
CAD, NOK poised to outperform
The case for US 1-5 year investment grade credit
2025 Global Retirement Reality Report: UK Snapshot
Long-Term Asset Class Forecasts: Q4 2025
Emerging Markets Beyond China
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Long-Term Asset Class Forecasts: Q1 2026
How JGBs outshine G4 peers on term spreads
Emerging Market Debt Commentary: Q4 2025
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
A strategic foundation: twenty years of real assets
Emerging market debt outlook: The return of ‘Goldilocks’
Hawkish Fed supports USD
ECB Cuts Rate and Signals More Easing
Big Beautiful Bill brings tax clarity
We Maintain No-Recession Call Despite GDP Data
Why the GCC Is Emerging as a Global Private Markets Hotspot
Global Shariah equities: Quality investment for the future
Weak US jobs data likely seals September rate cut
Emerging Market Equities: Climbing the Wall of Worry
Tariffs, Transshipping, and the Trouble with Vietnam
Hawkish Words, Dovish Moves
Why every institutional investor should use a TAA implementation
Mixed Signals, Murky Outlook
Climate Transition Corporate Bond Beta Investing Approach
The Impact of Crisis-Driven Dividend Cuts
Alternatives Outlook 2026
The US Dollar Free Lunch Is Over. What Now? CHF Investors
2025 Global Retirement Reality Report: US Snapshot
Climate Transition U.S. Corporate Bond Beta Strategy
Beyond AI: The broadening of equity market leadership
Market Forecasts: Q2 2025
History rhymes again
Small caps poised for a comeback
What is the Global Market Portfolio?
Third Quarter 2019 Forecast
Little to See, Much to Worry About
Featured Insights
Are yields entering a new phase?
Why Chinese Government Bonds Warrant Attention… and Caution
Long-Term Asset Class Forecasts: Q2 2025
US small-caps: primed for potential upside
What’s on the horizon for digital assets?
Fundamentals favor the US
High yield case study: how an index allocation can complement an active manager lineup
An Investment Vision for European Defence
February payroll shock flags AI job loss risk
Two-Sided Risks to US Soft Landing
The income squeeze: How market concentration is reshaping equity returns
Are rate cuts off the table in Australia?
US labor market softens, Fed rate cut likely in December
Building portfolio resilience through sustainable technology megatrends
US government shutdown update: Risks emerge
The US Dollar Free Lunch Is Over. What Now? NOK investors
Why the AI CapEx cycle may have more staying power than you think
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Real assets insights: Q4 2025
The case for collateralised loan obligations for European investors
Cyclical sectors regain leadership: Financials and Industrials drive momentum
India in 2025: A tale of contrasting risk perception?
Emerging Market Debt Commentary: October 2025
Should you be worried about Fed independence?
How Fixed Income Can (Still) Provide an Anchor to Windward
Stewardship Report 2024
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
The US Dollar Free Lunch Is Over. What Now? EUR investors
Closing time: How passive investing is reshaping equity market microstructure
SSGA Canadian Long-Term Asset Class Forecasts
Why are Public Pension Funds re-thinking allocations?
Fed on hold, but for how long?
Improving fixed income portfolio resilience with leveraged loans
Why the global macro data crisis is everyone’s problem
Waiting for the small-cap resurgence
The rise of the Core-Satellite approach in fixed income portfolio construction
SAFI turns 2: Delivering consistent alpha, controlled risk
Six Grey Swans that could move markets in 2026
Six investment trends the summer has revealed
Global Growth Dips Amid Uncertainty
2025 European Wealth Manager Survey
Investing in real assets with ETFs
Webcast Fed Liquidity Programs and ETFs
2024 US Retirement Reality Report: US Snapshot
Why It’s Time for China Equity to Go Solo
Scope 3 emissions in investment decision-making: An analysis
Identifying Sustainable Outcome Investments
China’s market disconnect
How gold hedges policy uncertainty when Fed leadership changes
Espresso
Monthly Cash Reviews
Why Investors Should Continue to Climb the Wall of Worry
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Emerging Market Equities Outlook Q1 2026
European equity sectors’ positive vectors
Investing in the intelligence economy: AI opportunities across global sectors