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