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