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