Skip to main content
An advanced perspective on securities lending
Markets tend to shake off geopolitical shocks
Charitable Asset Management
The power of information ratio (IR) in active management
What if investors get bored of AI?
How gold hedges policy uncertainty when Fed leadership changes
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Central banks hold, but tensions drive risk
China’s market disconnect
Iran war: Risk on, energy off
The US Dollar Free Lunch Is Over. What Now? EUR investors
Bank Deposits Versus Money Market Funds
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Leveraged Loans at State Street Investment Management
Risk-on is back, higher volatility stocks rebound
US small-caps in focus
Why bitcoin institutional demand is on the rise
Constructive outlook on commodities
The transition of power at the Federal Reserve
More gleam for gold in the Global Market Portfolio
Crisis conditions favor USD
Emerging Market Debt Commentary: Q1 2026
Optimizing your emerging markets equity portfolio
Private credit dispersion: Rising stress, not systemic disruption
Monthly Cash Review – GBP
Why have convertible bonds outperformed equities in 2025?
Iran conflict overshadows mixed global data
When Wall Street and Main Street Diverge
The One Question Series: You Ask. We Answer.
The case for collateralised loan obligations for European investors
The investor’s guide to digital assets
Emerging Market Debt Market Commentary: Q2 2025
SSGA Canadian Long-Term Asset Class Forecasts
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Featured Insights
Asset Tokenization in Capital Markets
Rising yields reshape markets
US labor market signals persistent softness
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Emerging Market Debt Commentary: July 2025
Hawkish Fed supports USD
Nature and biodiversity: investor objectives for risk and opportunity
How to Position for Geopolitical Shocks During Trump 2.0
Alternatives Outlook 2026
A stronger emerging markets rally will need a new era of reforms
One Question Series: How Can Fixed Income Help Manage Uncertainty?
What’s on the horizon for digital assets?
Emerging market debt outlook: The return of ‘Goldilocks’
How AI is transforming investment management: State Street’s strategic approach
NOK shows promise, CAD faces pressure
Should you be worried about Fed independence?
India in 2025: A tale of contrasting risk perception?
Can Convertibles Defy Markets and Keep Rallying?
Actively managed ETFs: A new chapter for global investors
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
US mid caps: A comeback for the quiet outperformer?
Scope 3 emissions in investment decision-making: An analysis
Skilling Up During Disruption
Emerging Market Debt Commentary: January 2026
Building portfolio resilience through sustainable technology megatrends
European Aristocrat Strategies
Weak US jobs data likely seals September rate cut
Markets still view Fed independence as intact—here’s why
State Street Global Advisors Rebrands as State Street Investment Management
Monthly Cash Review: May 2026 (USD)
Global markets tilt toward AI
Fed dissent signals policy shift ahead
Sustainability Data Governance and Oversight in Asset Management
No real joy in the UK Budget
Private US multifamily real estate looks attractive
Sector ETF Momentum Map
Equities favored as outlook brightens
Six Grey Swans that could move markets in 2026
Fed shift hits USD
The Gulf shock: Energy supply, markets, and macro spillovers
Playback of Client Call: Liquidity Update with Global Trading
Emerging market debt: Why index choice matters
Are yields entering a new phase?
How is AI reshaping emerging market equity opportunities?
Nature and biodiversity data: types and uses for investors
Trimming risk, staying constructive
Capturing opportunity as the equity landscape evolves
Market Forecasts: Q2 2026
War or peace: Energy, inflation, Europe
Navigate the market with State Street ETFs Chart Pack
Emerging Market Debt Commentary: August 2025
What is the Global Market Portfolio?
Improving fixed income portfolio resilience with leveraged loans
The Rise of Sukuk from Shariah Roots to Global Opportunity
Market trends
The Markets
Global equity leadership: is the World enough?
Market Forecasts: Q3 2025
Democratizing Private Markets: Strategic Insights and the Path Forward
One index offers US exceptionalism, mid-cap potential, and sustainability
Waiting for the small-cap resurgence
Thriving through turbulence: European small-caps surge
Why elevated risk may favour the energy equity sector
What’s driving the surge in global interest rates?
Sustainable Investing: 5 Key Questions Asset Owners Ask
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Identifying Sustainable Outcome Investments
Japan: Weighing the equity landscape
Trading Best Practices for Volatile Markets
US macro data stronger than expected
2020 Vision: Focus on Finding Opportunities
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Emerging Market Debt Commentary: Q3 2025
US inflation supports September rate cut
Mega-cap IPOs: Implications for institutional investors and index managers
Quality’s role amid equity market uncertainty
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Emerging Market Debt Commentary: February 2026
Monthly Cash Review – EUR
Markets hold steady amid global tensions
Q3 2025 Credit Research Outlook
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Geopolitical tensions remain elevated
The case for emerging markets small-cap equity
How is the GCC positioned for the global AI race?
The yield curve's message for equity markets
USD to stabilize; JPY unresponsive to BoJ
Are rate cuts off the table in Australia?
Hawkish Words, Dovish Moves
Powell hints at rate cuts at Jackson Hole
How the Iran War could impact Australia’s infrastructure
Building resilience with private CRE
An Investment Vision for European Defence
US small-caps: primed for potential upside
Quality continues to offer investors an opportunity in US equities
Webcast Fed Liquidity Programs and ETFs
Investing in digital assets: Educational resources for investors
Fundamentals favor the US
Q2 Investment Outlook
Investment trends among sovereign wealth funds
US real GDP cools sharply in Q4 2025
Euro, yen gain as dollar weakens
Long-Term Asset Class Forecasts: Q2 2025
Global High Yield Update—Q1 2026
The US Dollar Free Lunch Is Over. What Now? USD investors
Real assets insights: Q1 2026
The future of crypto: Why smart investors are backing the ecosystem
Equities back to overweight
India IT adapts to the AI shift
Short shocks, longer echoes
Impact Investing vs. Sustainable Outcome Investing
US government shutdown update: Risks emerge
Brace for a volatile summer
The new era of income investing
US industry shows signs of revival
Equity Market Outlook 2026
Rebalancing toward US Agg
Bitcoin volatility and liquidity: Key trends for investors
Fixed income scenarios for the current market environment
US labor data improve but risks remain ahead
The US Dollar Free Lunch Is Over. What Now? NOK investors
Global Market Portfolio 2025
Equity duration matters, but earnings decide
US payrolls data feels like fake resilience
Long-Term Asset Class Forecasts: Q2 2026
How AI is reshaping emerging markets equities
US inflation surprises but signals unclear
Sustainability in LDI
Emerging market debt outlook: Enduring strength
An enhanced approach to broad Emerging Markets equity exposure
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Japan is back, and how!
US government layoffs raise labor market risks
Global High Yield Update—Q2 2025
The case for active dividends
US labor market softens, Fed rate cut likely in December
Global Growth Dips Amid Uncertainty
The case for Saudi Enhanced Equity exposure
Geopolitics at the center of financial markets
Labor market softness deepens
Are Foreign Investors Really “Dumping” US Treasury Bonds?
US tariffs: Sector risks and legal challenges ahead?
US inflation data supports Fed rate cut outlook
Market Forecasts: Q4 2025
The Gulf's capital transformation
The evolving GCC IPO market: Trends and investor implications
Mapping the sustainable investing spectrum of capital
Emerging Market Debt Commentary: April 2026
No Letup in Capital Expenditures
Fixed income’s year end de-risk supports CLO allocations
Iran risks support JPY; USD softens
How to invest in crypto without buying crypto
Italian Tax - SSGA Pooled Fund
US labor data sends mixed signals
Unlocking opportunity in the leveraged loan market
Tactical shift favors USD
Internal succession planning: 5 key steps
Consistency as a compass in developed market equities
US–China trade truce holds, but for how long?
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
Return expectations from the Global Market Portfolio
Mixed Signals, Murky Outlook
“Sanaenomics”: A Truss or a Meloni moment?
Emerging market debt: Enduring strength outlook holds
The case for US 1-5 year investment grade credit
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Beyond AI: The broadening of equity market leadership
The path ahead for GCC equities
Eurozone signals caution on June rate hike
European equity sectors’ positive vectors
Fed holds steady amid rising labor concerns
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Climate Transition Euro Corporate Bond Beta Strategy
The US Dollar Free Lunch Is Over. What Now? GBP Investors
How to invest in AI
US retail sales and confidence weaken
Global growth under pressure from energy risks
Macroeconomic Outlook 2026
A new era of monetary and fiscal policy or back to the future? What investors should know
Strategies for financial advisor succession planning
SPDR® ETFs Throughout the COVID-19 Crisis
Long-Term Asset Class Forecasts: Q4 2025
US consumer buffer continues to thin
US rate cut likely despite growing doubts
Monthly Cash Reviews
One Question Series: Should I Consider Systematic Active Fixed Income?
Gold takes center stage
UK Election Outlook
Separating Fact from Fear in Japanese Investing
Investing in real assets with ETFs
SDG integration into systematic portfolios
The rise of the Core-Satellite approach in fixed income portfolio construction
Global Shariah equities: Quality investment for the future
Understanding markets in the new world order: A geopolitical framework for investors
What the US government shutdown means for markets and the economy
Emerging Markets Beyond China
Market pricing of UK growth is too optimistic
GCC countries and India: A new era of economic collaboration
What has happened to the great rotation?
Q4 2025 Credit Research Outlook
We raise our global growth forecast
Why are Public Pension Funds re-thinking allocations?
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
US labor soft, but no acute stress
Hedging China bond exposures: strategic considerations
Global High Yield Update: Q3 2025
Emerging Market Debt Commentary: October 2025
Market Forecasts: Q1 2026
2025 markets rally through turbulence
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Long-Term Asset Class Forecasts: Q3 2025
EMD Hard Currency
Digital assets: The next frontier for markets and investors
Iran war complicates global policy outlook
How fixed income can (still) provide an anchor to windward
State Street Sector Momentum Map
Trim equities, add duration
How EMEA-based insurers are approaching nature-related investing
Markets reprice, earnings endure
History rhymes again
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Get ahead of the Fed: Financials may get a boost from rate cuts
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
Oil retreat supports contained inflation outlook
Iran war: Energy normalization drifts further away
High uncertainty doesn’t mean indefinite Fed inaction
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
PriceStats Analysis
High yield case study: how an index allocation can complement an active manager lineup
Fed rate cuts spark US housing revival
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Fed on hold, but for how long?
SAFI turns 2: Delivering consistent alpha, controlled risk
Emerging Market Debt Commentary: November 2025
Supreme Court IEEPA tariff decision could raise market risk
Emerging Market Equities Outlook Q1 2026
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Uncommon Sense
Why the AI CapEx cycle may have more staying power than you think
US equities: Euphoria, fragility, and the search for clarity
Global CIO Reaction to US Presidential Election
The Impact of Crisis-Driven Dividend Cuts
Six investment trends the summer has revealed
US inflation mixed, labor data worsens
Prefer longer-duration bonds
Big Beautiful Bill brings tax clarity
Forward with focus
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Equities remain our top preference
Global High Yield – 2025 in Review and 2026 Outlook
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Markets shift to selectivity phase
US consumers strong but uneven
The case for a broad commodities strategic allocation
Long-Term Asset Class Forecasts: Q1 2026
Global equities: earnings rewarding patience
The Fed forays into ETFs
Reducing underweight in US Agg
Q2 2026 Credit Research Outlook
A new agenda for sustainable investing research: A Q&A
Nature as an asset: the relevance of biodiversity for investors
Three reasons to implement a sector strategy
July rate cut unlikely
Why every institutional investor should use a TAA implementation
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Returns triple boost powers local emerging market debt outperformance
Fed set for January hold
The renewed case for currency hedging fixed income exposures
Inflation shocks test global economic resilience
SSGAL Section 172 Statement
Energy‑led risks under watch
Grey Swans 2026
2026 Credit Research Outlook
CAD, NOK poised to outperform
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Cyclical sectors regain leadership: Financials and Industrials drive momentum
US exceptionalism: Fading force or enduring edge?
An Update on Dividend Aristocrats
Why we don’t trade headlines: Systematic investors rely on core risk controls
Mixed data does not preclude rate cuts
Q2 2025 SAFI commentary
Espresso
Considerations for a long-dated US Treasury exposure
The evolution and future of fixed income
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Capital Adequacy Disclosures
Why invest in actively managed ETFs?
The Top 5 Themes for the US Market in 2026
What to Know About the Dutch Pension Reform
The income squeeze: How market concentration is reshaping equity returns
Deconstructing equity returns: Insights for a new rate cycle
Closing time: How passive investing is reshaping equity market microstructure
Consistency as a compass in emerging market equities
Why the global macro data crisis is everyone’s problem
How To Invest: A Step by Step Guide
MPFL Section 172 Statement
From income to outcomes: The evolution and future of fixed income
What does the divergence in US soft and hard data mean?
The changing makeup of the Global Market Portfolio
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Middle East conflict: Is an end in sight by April?
2024 ETF Impact Survey
Navigating the European Defence Investment Landscape
The whole truth behind the Fed’s rate cuts
Elections
PCE inflation steady but elevated
Why investors should continue to climb the wall of worry
Europe services slowdown deepens growth concerns
February payroll shock flags AI job loss risk
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Raising the wealth management bar for Gen X women
The Case for High Yield
Fed cuts rates again, December move uncertain
Fixed income ETF fact v fiction
Hungary’s election: Risks, premia, and market pricing
AI meets accountability
Investing in the intelligence economy: AI opportunities across global sectors
USD rebounds to neutral
Why various market risk metrics tell different stories
Tokenization of assets: How it’s reshaping finance and markets
The economics of AI-driven productivity
Emerging Market Debt Commentary: Q4 2025
Why It’s Time for China Equity to Go Solo
GENIUS Act explained: What it means for crypto and digital assets
Fixed Income Outlook 2026
Forward with focus: Implementation Guide
How to value bitcoin: Valuation frameworks for investors
China’s 2020 National People’s Congress: The Big Policy Pivot
2025 European Wealth Manager Survey
Climate Transition U.S. Corporate Bond Beta Strategy
Tokenized money market funds (MMFs): Revolutionizing liquidity management