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