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