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