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Equity Market Outlook 2026
A stronger emerging markets rally will need a new era of reforms
US labor market softens, Fed rate cut likely in December
Forward with focus: Implementation Guide
Time not timing: The case for long-term investing
PriceStats Analysis
Global markets tilt toward AI
Climate Transition Euro Corporate Bond Beta Strategy
Emerging Market Debt Commentary: November 2025
Consistency as a compass in developed market equities
Iran war complicates global policy outlook
2025 European Wealth Manager Survey
MPFL Section 172 Statement
How fixed income can (still) provide an anchor to windward
Long-Term Asset Class Forecasts: Q1 2026
The US Dollar Free Lunch Is Over. What Now? CHF Investors
How AI is reshaping emerging markets equities
Japan is back, and how!
The US Dollar Free Lunch Is Over. What Now? USD investors
Market Forecasts: Q1 2026
Growth takes lead in FX markets
What to Know About the Dutch Pension Reform
More gleam for gold in the Global Market Portfolio
An Investment Vision for European Defence
The US Dollar Free Lunch Is Over. What Now? GBP Investors
Market Forecasts: Q4 2025
India loses EM share as AI trade surges
Quality’s role amid equity market uncertainty
Iran war: Energy normalization drifts further away
US small-caps in focus
How to value bitcoin: Valuation frameworks for investors
US exceptionalism: Fading force or enduring edge?
Why investors should continue to climb the wall of worry
Digital assets: The next frontier for markets and investors
Support levels in sovereign debt markets
Markets shift to selectivity phase
Why bitcoin institutional demand is on the rise
Q4 2025 Credit Research Outlook
Investing in real assets with ETFs
Monthly Cash Review – GBP
The case for active dividends
US inflation mixed, labor data worsens
Capturing opportunity as the equity landscape evolves
An advanced perspective on securities lending
Rising yields reshape markets
Books Every Investor Should Read
Emerging market debt: Why index choice matters
Fixed Income Outlook 2026
From income to outcomes: The evolution and future of fixed income
Thriving through turbulence: European small-caps surge
Europe services slowdown deepens growth concerns
US real GDP cools sharply in Q4 2025
Building resilience with private CRE
Hawkish Words, Dovish Moves
Understanding markets in the new world order: A geopolitical framework for investors
Hawkish Fed signals drive market caution
The Gulf shock: Energy supply, markets, and macro spillovers
Q2 Investment Outlook
Waiting for the small-cap resurgence
The yield curve's message for equity markets
US rate cut likely despite growing doubts
Sustainability in LDI
Q2 2025 SAFI commentary
What could revive 2026 Fed cut prospects?
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Elections
How gold hedges policy uncertainty when Fed leadership changes
Optimizing your emerging markets equity portfolio
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Identifying Sustainable Outcome Investments
The changing makeup of the Global Market Portfolio
The evolving GCC IPO market: Trends and investor implications
US inflation supports September rate cut
US tariffs: Sector risks and legal challenges ahead?
Nature and biodiversity: investor objectives for risk and opportunity
Actively managed ETFs: A new chapter for global investors
US–China trade truce holds, but for how long?
Tactical shift favors USD
US retail sales and confidence weaken
Are yields entering a new phase?
Hedging China bond exposures: strategic considerations
Considerations for a long-dated US Treasury exposure
Fed rate cuts spark US housing revival
Emerging Market Debt Market Commentary: Q2 2025
What if investors get bored of AI?
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Fundamentals favor the US
Fed on hold, but for how long?
2026 Credit Research Outlook
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Long-Term Asset Class Forecasts: Q2 2025
The Rise of Sukuk from Shariah Roots to Global Opportunity
Grey Swans 2026
Capital Adequacy Disclosures
Long-Term Asset Class Forecasts: Q3 2025
US government shutdown update: Risks emerge
State Street Global Advisors Rebrands as State Street Investment Management
Dissecting equity momentum
US equities: Euphoria, fragility, and the search for clarity
Trimming risk, staying constructive
Fed shift hits USD
Tokenization of assets: How it’s reshaping finance and markets
Nature and biodiversity data: types and uses for investors
Constructive outlook on commodities
Raising the wealth management bar for Gen X women
Market Forecasts: Q3 2025
Global High Yield Update—Q1 2026
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Are rate cuts off the table in Australia?
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
Market trends
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Leveraged Loans at State Street Investment Management
Sustainable Investing: 5 Key Questions Asset Owners Ask
Quality continues to offer investors an opportunity in US equities
Emerging market debt outlook: The return of ‘Goldilocks’
How to invest in crypto without buying crypto
We raise our global growth forecast
How AI is transforming investment management: State Street’s strategic approach
US consumers strong but uneven
India in 2025: A tale of contrasting risk perception?
Why were funds so short
The evolution and future of fixed income
Sustainability Data Governance and Oversight in Asset Management
What’s driving the surge in global interest rates?
Long-Term Asset Class Forecasts: Q2 2026
Forward with focus
Climate Transition U.S. Corporate Bond Beta Strategy
How is AI reshaping emerging market equity opportunities?
Emerging market debt: Enduring strength outlook holds
Powell hints at rate cuts at Jackson Hole
The income squeeze: How market concentration is reshaping equity returns
Equities favored as outlook brightens
Emerging Market Debt Commentary: August 2025
Real assets: diversification through conflict
Why have convertible bonds outperformed equities in 2025?
The investor’s guide to digital assets
The transition of power at the Federal Reserve
Macroeconomic Outlook 2026
Why investors should reconsider APAC weight
The path ahead for GCC equities
Why It’s Time for China Equity to Go Solo
What is the Global Market Portfolio?
Global Shariah equities: Quality investment for the future
Real assets insights: Q1 2026
Hungary’s election: Risks, premia, and market pricing
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
2024 ETF Impact Survey
Short shocks, longer echoes
GENIUS Act explained: What it means for crypto and digital assets
Mega-cap IPOs: Implications for institutional investors and index managers
Markets hold steady amid global tensions
GCC countries and India: A new era of economic collaboration
High uncertainty doesn’t mean indefinite Fed inaction
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Mapping the sustainable investing spectrum of capital
Markets still view Fed independence as intact—here’s why
Private credit dispersion: Rising stress, not systemic disruption
A new agenda for sustainable investing research: A Q&A
Deconstructing equity returns: Insights for a new rate cycle
Why every institutional investor should use a TAA implementation
Mixed Signals, Murky Outlook
Supreme Court IEEPA tariff decision could raise market risk
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Global High Yield Update—Q2 2025
Iran conflict overshadows mixed global data
Emerging Market Equities Outlook Q1 2026
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Emerging Market Debt Commentary: July 2025
The case for Saudi Enhanced Equity exposure
Monthly Cash Review – EUR
Markets reprice, earnings endure
Emerging Market Debt Commentary: January 2026
How to Position for Geopolitical Shocks During Trump 2.0
High yield case study: how an index allocation can complement an active manager lineup
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Emerging Market Debt Commentary: April 2026
Bitcoin volatility and liquidity: Key trends for investors
Investment trends among sovereign wealth funds
“Sanaenomics”: A Truss or a Meloni moment?
The case for collateralised loan obligations for European investors
The Top 5 Themes for the US Market in 2026
No real joy in the UK Budget
What’s on the horizon for digital assets?
Emerging Market Debt Commentary: October 2025
CAD, NOK poised to outperform
Bank Deposits Versus Money Market Funds
July rate cut unlikely
Global High Yield Update: Q3 2025
US labor data improve but risks remain ahead
One Question Series: How Can Fixed Income Help Manage Uncertainty?
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Fed holds steady amid rising labor concerns
Core-Satellite Fixed Income: Evolving from concept to practice
Fixed income ETF fact v fiction
Weak US jobs data likely seals September rate cut
Why we don’t trade headlines: Systematic investors rely on core risk controls
Featured Insights
Nature as an asset: the relevance of biodiversity for investors
Iran risks support JPY; USD softens
Emerging Market Debt Commentary: Q1 2026
Navigating the European Defence Investment Landscape
Market pricing of UK growth is too optimistic
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Emerging market debt outlook: Enduring strength
Why are Public Pension Funds re-thinking allocations?
Saudi Arabian bonds: the case beyond the conflict
India IT adapts to the AI shift
Why elevated risk may favour the energy equity sector
Democratizing Private Markets: Strategic Insights and the Path Forward
What does the divergence in US soft and hard data mean?
Systematic High Quality Corporate Fixed Income: Q1 2026 commentary
The Gulf's capital transformation
Why Asia may be the biggest winner of the global AI boom
Uncommon Sense
Fixed income scenarios for the current market environment
Central banks hold, but tensions drive risk
US labor market signals persistent softness
Scope 3 emissions in investment decision-making: An analysis
History rhymes again
Equities overweight edges higher
Safe havens reimagined: Saudi bonds surge as Treasurys falter
USD rebounds to neutral
Separating Fact from Fear in Japanese Investing
The whole truth behind the Fed’s rate cuts
Monthly Cash Review: August 2025 (USD)
2025 markets rally through turbulence
Why the global macro data crisis is everyone’s problem
The US Dollar Free Lunch Is Over. What Now? EUR investors
Geopolitics at the center of financial markets
Should you be worried about Fed independence?
War or peace: Energy, inflation, Europe
Global Market Portfolio 2025
US macro data stronger than expected
Beyond AI: The broadening of equity market leadership
US payrolls data feels like fake resilience
Strategies for financial advisor succession planning
The new era of income investing
SSGAL Section 172 Statement
February payroll shock flags AI job loss risk
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
US labor data sends mixed signals
Equity duration matters, but earnings decide
Big Beautiful Bill brings tax clarity
Crisis conditions favor USD
What has happened to the great rotation?
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
The future of crypto: Why smart investors are backing the ecosystem
One Question Series: Should I Consider Systematic Active Fixed Income?
Alternatives Outlook 2026
Asset Tokenization in Capital Markets
US labor soft, but no acute stress
Reducing underweight in US Agg
Mixed data does not preclude rate cuts
Investing in digital assets: Educational resources for investors
How EMEA-based insurers are approaching nature-related investing
Emerging Market Debt Commentary: February 2026
The future of fixed income: From income to engineered outcomes
Returns triple boost powers local emerging market debt outperformance
Market Forecasts: Q2 2026
Internal succession planning: 5 key steps
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
The case for emerging markets small-cap equity
SAFI turns 2: Delivering consistent alpha, controlled risk
Three surprises for 2026: The curse of consensus in a market built on uncertainty
How to invest in AI
The Markets
Markets tend to shake off geopolitical shocks
The economics of AI-driven productivity
US inflation surprises but signals unclear
Six investment trends the summer has revealed
Emerging Market Debt Commentary: Q3 2025
Energy‑led risks under watch
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
Emerging Market Debt Commentary: Q4 2025
Brace for a volatile summer
Emerging Market Debt Commentary: May 2026
An enhanced approach to broad Emerging Markets equity exposure
Risk-on is back, higher volatility stocks rebound
Labor market softness deepens
Equities remain our top preference
Get ahead of the Fed: Financials may get a boost from rate cuts
Iran war: Risk on, energy off
US government layoffs raise labor market risks
Unlocking opportunity in the leveraged loan market
Why various market risk metrics tell different stories
US inflation may be nearing its peak
US small-caps: primed for potential upside
European Aristocrat Strategies
Global growth under pressure from energy risks
Euro, yen gain as dollar weakens
Prefer longer-duration bonds
Middle East conflict: Is an end in sight by April?
Closing time: How passive investing is reshaping equity market microstructure
AI meets accountability
India government bonds get a glow-up
The One Question Series: You Ask. We Answer.
The power of information ratio (IR) in active management
Equities back to overweight
Japan: Weighing the equity landscape
Gold takes center stage
The rise of the Core-Satellite approach in fixed income portfolio construction
Navigate the market with State Street ETFs Chart Pack
US consumer buffer continues to thin
How the Iran War could impact Australia’s infrastructure
What the US government shutdown means for markets and the economy
China’s market disconnect
A smarter core: An Enhanced approach to optimizing equity portfolios
Tokenized money market funds (MMFs): Revolutionizing liquidity management
US inflation data supports Fed rate cut outlook
Investing in the intelligence economy: AI opportunities across global sectors
Improving fixed income portfolio resilience with leveraged loans
Geopolitical tensions remain elevated
When Wall Street and Main Street Diverge
A new era of monetary and fiscal policy or back to the future? What investors should know
USD to stabilize; JPY unresponsive to BoJ
Why invest in actively managed ETFs?
Fed dissent signals policy shift ahead
The US Dollar Free Lunch Is Over. What Now? NOK investors
PCE inflation steady but elevated
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Cyclical sectors regain leadership: Financials and Industrials drive momentum
SDG integration into systematic portfolios
US industry shows signs of revival
Trim equities, add duration
Impact Investing vs. Sustainable Outcome Investing
How is the GCC positioned for the global AI race?
Oil retreat supports contained inflation outlook
Global Growth Dips Amid Uncertainty
Fed set for January hold
Consistency as a compass in emerging market equities
Return expectations from the Global Market Portfolio
Global High Yield – 2025 in Review and 2026 Outlook
Hawkish Fed supports USD
NOK shows promise, CAD faces pressure
Eurozone signals caution on June rate hike
Inflation shocks test global economic resilience
Fed cuts rates again, December move uncertain
Six Grey Swans that could move markets in 2026
Long-Term Asset Class Forecasts: Q4 2025
US labor strength delays Fed rate cuts
Why the AI CapEx cycle may have more staying power than you think
Emerging market debt: Why it belongs in your investment portfolio
Private US multifamily real estate looks attractive
Rebalancing toward US Agg
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Implementation alpha across the fixed income spectrum
No Letup in Capital Expenditures