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