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