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