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