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