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