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