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