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