Skip to main content
US inflation supports September rate cut
The renewed case for currency hedging fixed income exposures
We raise our global growth forecast
Are Foreign Investors Really “Dumping” US Treasury Bonds?
2024 ETF Impact Survey
State Street Sector Momentum Map
2025 European Wealth Manager Survey
Q4 2025 Credit Research Outlook
Global Growth Dips Amid Uncertainty
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Beyond AI: The broadening of equity market leadership
An Investment Vision for European Defence
EMD Hard Currency
The Impact of Crisis-Driven Dividend Cuts
Iran conflict overshadows mixed global data
From income to outcomes: The evolution and future of fixed income
Crisis conditions favor USD
Get ahead of the Fed: Financials may get a boost from rate cuts
Energy‑led risks under watch
Euro, yen gain as dollar weakens
Raising the wealth management bar for Gen X women
US consumer buffer continues to thin
High uncertainty doesn’t mean indefinite Fed inaction
The future of crypto: Why smart investors are backing the ecosystem
Global Dividend Aristocrats Target Stocks with a Long-Term Track Record
Global High Yield Update: Q3 2025
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Climate Transition U.S. Corporate Bond Beta Strategy
Consistency as a compass in developed market equities
Deconstructing equity returns: Insights for a new rate cycle
Equity duration matters, but earnings decide
Strategies for financial advisor succession planning
Emerging market debt outlook: The return of ‘Goldilocks’
Trimming risk, staying constructive
Investing in real assets with ETFs
China’s market disconnect
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Thriving through turbulence: European small-caps surge
The case for active dividends
Emerging Market Debt Commentary: November 2025
Scope 3 emissions in investment decision-making: An analysis
Emerging Market Debt Commentary: October 2025
SPDR® ETFs Throughout the COVID-19 Crisis
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Fed holds steady amid rising labor concerns
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Six Grey Swans that could move markets in 2026
Alpha ambition meets index discipline: introducing Systematic Enhanced Active
US labor data improve but risks remain ahead
AI meets accountability
Global CIO Reaction to US Presidential Election
Supreme Court IEEPA tariff decision could raise market risk
The evolving GCC IPO market: Trends and investor implications
Why every institutional investor should use a TAA implementation
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Emerging Market Debt Commentary: January 2026
GCC countries and India: A new era of economic collaboration
Gold takes center stage
Safe havens reimagined: Saudi bonds surge as Treasurys falter
Long-Term Asset Class Forecasts: Q2 2026
Emerging Market Debt Commentary: February 2026
What the US government shutdown means for markets and the economy
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
US government layoffs raise labor market risks
Geopolitical tensions remain elevated
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Q2 2025 SAFI commentary
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
US small-caps in focus
Returns triple boost powers local emerging market debt outperformance
An enhanced approach to broad Emerging Markets equity exposure
Equity Market Outlook 2026
Market pricing of UK growth is too optimistic
The whole truth behind the Fed’s rate cuts
Market Forecasts: Q1 2026
The economics of AI-driven productivity
Emerging Market Debt Commentary: August 2025
There is Still Time to Move to Prime
Quality’s role amid equity market uncertainty
Why are Public Pension Funds re-thinking allocations?
Identifying Sustainable Outcome Investments
US tariffs: Sector risks and legal challenges ahead?
The One Question Series: You Ask. We Answer.
Monthly Cash Reviews
How is the GCC positioned for the global AI race?
US real GDP cools sharply in Q4 2025
US industry shows signs of revival
USD to stabilize; JPY unresponsive to BoJ
Skilling Up During Disruption
Separating Fact from Fear in Japanese Investing
US mid caps: A comeback for the quiet outperformer?
Monthly Cash Review: May 2026 (USD)
July rate cut unlikely
Espresso
Why were funds so short
Macroeconomic Outlook 2026
SDG integration into systematic portfolios
A new agenda for sustainable investing research: A Q&A
European Aristocrat Strategies
Should you be worried about Fed independence?
An advanced perspective on securities lending
Geopolitics at the center of financial markets
Global growth under pressure from energy risks
Weak US jobs data likely seals September rate cut
Navigate the market with State Street ETFs Chart Pack
Return expectations from the Global Market Portfolio
The Gulf's capital transformation
Long-Term Asset Class Forecasts: Q2 2025
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Markets still view Fed independence as intact—here’s why
Bank Deposits Versus Money Market Funds
Global Market Portfolio 2025
US equities: Euphoria, fragility, and the search for clarity
The investor’s guide to digital assets
Why the global macro data crisis is everyone’s problem
What an 80:60 Equity Strategy Can Teach Investors as Market Volatility Rises
CAD, NOK poised to outperform
US government shutdown update: Risks emerge
How fixed income can (still) provide an anchor to windward
Long-Term Asset Class Forecasts: Q1 2026
Global High Yield Update—Q2 2025
The case for emerging markets small-cap equity
Equities back to overweight
Market Forecasts: Q3 2025
Hedging China bond exposures: strategic considerations
MPFL Section 172 Statement
State Street Global Advisors Rebrands as State Street Investment Management
War or peace: Energy, inflation, Europe
Why It’s Time for China Equity to Go Solo
What does the divergence in US soft and hard data mean?
Long-Term Asset Class Forecasts: Q3 2025
Emerging market debt outlook: Enduring strength
Why invest in actively managed ETFs?
Digital assets: The next frontier for markets and investors
US payrolls data feels like fake resilience
Unlocking opportunity in the leveraged loan market
Why elevated risk may favour the energy equity sector
Inflation shocks test global economic resilience
“Sanaenomics”: A Truss or a Meloni moment?
Mixed Signals, Murky Outlook
Why the AI CapEx cycle may have more staying power than you think
2020 Vision: Focus on Finding Opportunities
Emerging Market Equities Outlook Q1 2026
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Fed rate cuts spark US housing revival
Japan is back, and how!
Internal succession planning: 5 key steps
China’s 2020 National People’s Congress: The Big Policy Pivot
How to value bitcoin: Valuation frameworks for investors
Fed on hold, but for how long?
Brace for a volatile summer
Quality continues to offer investors an opportunity in US equities
Market trends
Grey Swans 2026
Emerging Market Debt Commentary: July 2025
Tokenized money market funds (MMFs): Revolutionizing liquidity management
Sector ETF Momentum Map
The Fed forays into ETFs
Capital Adequacy Disclosures
Why various market risk metrics tell different stories
Global equity leadership: is the World enough?
Private credit dispersion: Rising stress, not systemic disruption
Asset Tokenization in Capital Markets
How AI is reshaping emerging markets equities
Why investors should continue to climb the wall of worry
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
PriceStats Analysis
Equities favored as outlook brightens
Hungary’s election: Risks, premia, and market pricing
Monthly Cash Review – GBP
How to Position for Geopolitical Shocks During Trump 2.0
The power of information ratio (IR) in active management
How To Invest: A Step by Step Guide
Can Convertibles Defy Markets and Keep Rallying?
The path ahead for GCC equities
Playback of Client Call: Liquidity Update with Global Trading
Fixed Income Outlook 2026
Diversification in focus: JP Morgan announces changes to EMD benchmarks
NOK shows promise, CAD faces pressure
US inflation surprises but signals unclear
Emerging Market Debt Commentary: Q3 2025
Q2 2026 Credit Research Outlook
What is the Global Market Portfolio?
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
Emerging market debt: Enduring strength outlook holds
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
How the Iran War could impact Australia’s infrastructure
Equities remain our top preference
Iran war complicates global policy outlook
Consistency as a compass in emerging market equities
The Markets
How AI is transforming investment management: State Street’s strategic approach
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
Emerging Market Debt Commentary: Q1 2026
Emerging market debt: Why index choice matters
The case for a broad commodities strategic allocation
Elections
Nature and biodiversity: investor objectives for risk and opportunity
India IT adapts to the AI shift
No Letup in Capital Expenditures
US rate cut likely despite growing doubts
Q3 2025 Credit Research Outlook
Webcast Fed Liquidity Programs and ETFs
The income squeeze: How market concentration is reshaping equity returns
Forward with focus
History rhymes again
Why we don’t trade headlines: Systematic investors rely on core risk controls
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Short shocks, longer echoes
The transition of power at the Federal Reserve
A new era of monetary and fiscal policy or back to the future? What investors should know
Three reasons to implement a sector strategy
Fed set for January hold
Long-Term Asset Class Forecasts: Q4 2025
Are rate cuts off the table in Australia?
Fundamentals favor the US
Global Shariah equities: Quality investment for the future
Reinventing Shareholder Activism: Stewardship
Closing time: How passive investing is reshaping equity market microstructure
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
US inflation mixed, labor data worsens
European equity sectors’ positive vectors
An Update on Dividend Aristocrats
What’s driving the surge in global interest rates?
Understanding markets in the new world order: A geopolitical framework for investors
Tokenization of assets: How it’s reshaping finance and markets
Eurozone signals caution on June rate hike
Global High Yield Update—Q1 2026
UK Election Outlook
The Rise of Sukuk from Shariah Roots to Global Opportunity
GENIUS Act explained: What it means for crypto and digital assets
Europe services slowdown deepens growth concerns
India in 2025: A tale of contrasting risk perception?
Mapping the sustainable investing spectrum of capital
US labor market signals persistent softness
SSGA Canadian Long-Term Asset Class Forecasts
Constructive outlook on commodities
One index offers US exceptionalism, mid-cap potential, and sustainability
Markets hold steady amid global tensions
The case for collateralised loan obligations for European investors
Sustainable Investing: 5 Key Questions Asset Owners Ask
Q2 Investment Outlook
The US Dollar Free Lunch Is Over. What Now? NOK investors
Central banks hold, but tensions drive risk
How to invest in AI
Sustainability in LDI
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
What has happened to the great rotation?
US small-caps: primed for potential upside
Building portfolio resilience through sustainable technology megatrends
Why have convertible bonds outperformed equities in 2025?
The Case for High Yield
Sustainability Data Governance and Oversight in Asset Management
A stronger emerging markets rally will need a new era of reforms
US labor market softens, Fed rate cut likely in December
US–China trade truce holds, but for how long?
When Wall Street and Main Street Diverge
Middle East conflict: Is an end in sight by April?
SAFI turns 2: Delivering consistent alpha, controlled risk
2026 Credit Research Outlook
Rebalancing toward US Agg
Big Beautiful Bill brings tax clarity
US consumers strong but uneven
Rising yields reshape markets
The rise of the Core-Satellite approach in fixed income portfolio construction
Forward with focus: Implementation Guide
US labor data sends mixed signals
Featured Cash Insights
Reducing underweight in US Agg
The new era of income investing
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
US macro data stronger than expected
Charitable Asset Management
What to Know About the Dutch Pension Reform
Fed dissent signals policy shift ahead
The yield curve's message for equity markets
PCE inflation steady but elevated
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Investing in the intelligence economy: AI opportunities across global sectors
Emerging Market Debt Market Commentary: Q2 2025
Monthly Cash Review – EUR
The Role of Bank Regulations in Repo Market Disfunction
Hawkish Words, Dovish Moves
Risk-on is back, higher volatility stocks rebound
Global equities: earnings rewarding patience
More gleam for gold in the Global Market Portfolio
SSGAL Section 172 Statement
The case for Saudi Enhanced Equity exposure
Labor market softness deepens
Nature and biodiversity data: types and uses for investors
Fed shift hits USD
Impact Investing vs. Sustainable Outcome Investing
Building resilience with private CRE
Markets shift to selectivity phase
Democratizing Private Markets: Strategic Insights and the Path Forward
Tactical shift favors USD
Climate Transition Euro Corporate Bond Beta Strategy
One Question Series: Should I Consider Systematic Active Fixed Income?
Market Forecasts: Q4 2025
February payroll shock flags AI job loss risk
Iran war: Energy normalization drifts further away
Fixed income scenarios for the current market environment
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Emerging Market Debt Commentary: Q4 2025
Global markets tilt toward AI
Trim equities, add duration
Uncommon Sense
Investing in digital assets: Educational resources for investors
Real assets insights: Q1 2026
US inflation data supports Fed rate cut outlook
Why bitcoin institutional demand is on the rise
Markets reprice, earnings endure
The US Dollar Free Lunch Is Over. What Now? EUR investors
US labor soft, but no acute stress
2025 markets rally through turbulence
How EMEA-based insurers are approaching nature-related investing
US exceptionalism: Fading force or enduring edge?
How gold hedges policy uncertainty when Fed leadership changes
Mixed data does not preclude rate cuts
The Top 5 Themes for the US Market in 2026
Investment trends among sovereign wealth funds
Market Forecasts: Q2 2026
Oil retreat supports contained inflation outlook
Fixed income’s year end de-risk supports CLO allocations
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Hawkish Fed supports USD
How to invest in crypto without buying crypto
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Waiting for the small-cap resurgence
Emerging Market Debt Commentary: April 2026
Private US multifamily real estate looks attractive
US retail sales and confidence weaken
Markets tend to shake off geopolitical shocks
Iran risks support JPY; USD softens
No real joy in the UK Budget
Capturing opportunity as the equity landscape evolves
The Gulf shock: Energy supply, markets, and macro spillovers
Global High Yield – 2025 in Review and 2026 Outlook
What’s on the horizon for digital assets?
Fixed income ETF fact v fiction
Are yields entering a new phase?
Alternatives Outlook 2026
Bitcoin volatility and liquidity: Key trends for investors
Fed cuts rates again, December move uncertain
Mega-cap IPOs: Implications for institutional investors and index managers
Navigating the European Defence Investment Landscape
Trading Best Practices for Volatile Markets
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
The US Dollar Free Lunch Is Over. What Now? USD investors
Powell hints at rate cuts at Jackson Hole
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
USD rebounds to neutral
Actively managed ETFs: A new chapter for global investors
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Improving fixed income portfolio resilience with leveraged loans
Leveraged Loans at State Street Investment Management
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Emerging Markets Beyond China
Optimizing your emerging markets equity portfolio
The case for US 1-5 year investment grade credit
Prefer longer-duration bonds
How is AI reshaping emerging market equity opportunities?
What if investors get bored of AI?
High yield case study: how an index allocation can complement an active manager lineup
The changing makeup of the Global Market Portfolio
Considerations for a long-dated US Treasury exposure
Nature as an asset: the relevance of biodiversity for investors
Featured Insights
Iran war: Risk on, energy off
Six investment trends the summer has revealed
The evolution and future of fixed income
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Japan: Weighing the equity landscape