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