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