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