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Capture AI upside while managing Tech volatility
Emerging Market Debt Commentary: Q1 2025
High yield case study: how an index allocation can complement an active manager lineup
2025 Global Retirement Reality Report: Australia Snapshot
USD rebounds to neutral
We raise our global growth forecast
How to value bitcoin: Valuation frameworks for investors
Thriving through turbulence: European small-caps surge
Gold takes center stage
PCE inflation steady but elevated
A stronger emerging markets rally will need a new era of reforms
AI meets accountability
Webcast Fed Liquidity Programs and ETFs
Making Sense of the Current US Treasury Market
Consistency as a compass in emerging market equities
Energy‑led risks under watch
Takaichi’s policies fuel Japan’s market rally
US macro data stronger than expected
From Turbulence to Soft Landing? Allocating to US Equities Beyond Mag-7
Democratizing Private Markets: Strategic Insights and the Path Forward
US equities: Euphoria, fragility, and the search for clarity
Trading Best Practices for Volatile Markets
A new agenda for sustainable investing research: A Q&A
What Tariffs Mean for the Economy and Markets
Global High Yield Update: Q3 2025
US Tariffs Break the USD Bull Case
How To Invest: A Step by Step Guide
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
A New Leadership Era: Institutional Meets Individual
Investing in the intelligence economy: AI opportunities across global sectors
Improving fixed income portfolio resilience with leveraged loans
Diversification in focus: JP Morgan announces changes to EMD benchmarks
Q2 2025 Credit Research Outlook
SPDR® ETFs Throughout the COVID-19 Crisis
Q2 2025 Cash Outlook
How AI is reshaping emerging markets equities
Credit spreads signal confidence and risk
Tariffs Put Global Economy at Risk of Recession
The case for US 1-5 year investment grade credit
Global Shariah equities: Quality investment for the future
US inflation data supports Fed rate cut outlook
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
USD to stabilize; JPY unresponsive to BoJ
GCC reforms spark resilient market growth
Japan’s “Truss Shock": A market scare, but not a systemic crisis
The Gulf shock: Energy supply, markets, and macro spillovers
Building portfolio resilience through sustainable technology megatrends
Volatility Guardrails for Uncertain Times
Middle East conflict: Is an end in sight by April?
Prefer longer-duration bonds
Sector Market Perspectives: Q2 2026
European Aristocrat Strategies
Iran war: Energy normalization drifts further away
Monthly Cash Review – EUR
Markets hold steady amid global tensions
Emerging Market Debt Market Commentary: Q2 2025
War or peace: Energy, inflation, Europe
European equity sectors’ positive vectors
Market Forecasts: Q2 2025
How to Decarbonize Multi-Strategy Equity Portfolios: Practical Considerations
The US Dollar Free Lunch Is Over. What Now? SEK Investors
Scope 3 emissions in investment decision-making: An analysis
What if investors get bored of AI?
Alternatives Outlook 2026
2025 Global Retirement Reality Report: UK Snapshot
Nature and biodiversity: investor objectives for risk and opportunity
Grey Swans 2026
US real GDP cools sharply in Q4 2025
Emerging Market Debt Commentary: February 2026
SSGAL Section 172 Statement
Deconstructing equity returns: Insights for a new rate cycle
Japanese Super-long Bond Weakness: Why We’re Not Sounding the Alarm Bells Just Yet
Identifying Sustainable Outcome Investments
The evolution and future of fixed income
The evolving GCC IPO market: Trends and investor implications
Fed on hold, but for how long?
Leveraged Loans at State Street Investment Management
The Consequences of the Global Liquidity Crisis for Emerging Markets Investors
The income squeeze: How market concentration is reshaping equity returns
Forward-Looking Climate Metrics in Corporate Bond Portfolios
What to Know About the Dutch Pension Reform
China’s market disconnect
Monthly Cash Review – GBP
Building a Tactical Asset Allocation Overlay With Derivatives
Short shocks, longer echoes
Considerations for a long-dated US Treasury exposure
Quality continues to offer investors an opportunity in US equities
Forward with focus: Implementation Guide
The changing makeup of the Global Market Portfolio
How to invest in crypto without buying crypto
Emerging market debt outlook: Enduring strength
February payroll shock flags AI job loss risk
Climate Transition U.S. Corporate Bond Beta Strategy
An Update on Dividend Aristocrats
US small-caps: primed for potential upside
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
US mid caps: A comeback for the quiet outperformer?
The Case for High Yield
Emerging market debt outlook: The return of ‘Goldilocks’
How the Iran War could impact Australia’s infrastructure
Third Quarter 2019 Forecast
Active Quantitative Equity Quarterly
How AI is transforming investment management: State Street’s strategic approach
Emerging Market Debt Commentary: Q3 2025
Market Forecasts: Q1 2026
The US Dollar Free Lunch Is Over. What Now? GBP Investors
The yield curve's message for equity markets
Uncommon Sense
2025 European Wealth Manager Survey
Equities favored as outlook brightens
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Global High Yield Update – Q1 2025
Tariffs Test S&P 500 Margins
Monthly Cash Review: April 2026 (USD)
Return expectations from the Global Market Portfolio
How EMEA-based insurers are approaching nature-related investing
From Resilience to Recession: Allocating to US Equities Amid Tariff and Inflation Risks
Long-Term Asset Class Forecasts: Q4 2025
Emerging Market Debt Commentary: January 2026
Mixed data does not preclude rate cuts
Emerging Market Debt Commentary: July 2025
From defensive to dynamic: Utilities enter a new era of growth
The renewed case for currency hedging fixed income exposures
AI comes for marketing
Global Retirement Reality Report
Why invest in actively managed ETFs?
From income to outcomes: The evolution and future of fixed income
The economics of AI-driven productivity
Fixed income ETF fact v fiction
What is the Global Market Portfolio?
ETF Impact Report 2025-2026
ECB Cuts Rate and Signals More Easing
One index offers US exceptionalism, mid-cap potential, and sustainability
Emerging Market Equities: Climbing the Wall of Worry
Tariffs Market Economy
Systematic High Quality Corporate Fixed Income: Factors Steady the Ship in Turbulent Seas
The case for active dividends
2024 US Retirement Reality Report: US Snapshot
Investing in real assets with ETFs
US Small- and Mid-cap Equities: The De-escalation Trade
Hedging China bond exposures: strategic considerations
Global Equities: Balancing Risks and Opportunities
Global equities: earnings rewarding patience
Beyond Oil: Saudi Arabia Bonds Emerge as a Compelling Investment
One Question Series: How Can Fixed Income Help Manage Uncertainty?
The case for Saudi Enhanced Equity exposure
2025 Global Retirement Reality Report: US Snapshot
2020 Vision: Focus on Finding Opportunities
Temporary Rise in US Inflation Ahead
Monthly Cash Reviews
The investor’s guide to digital assets
How is the GCC positioned for the global AI race?
Playback of Client Call: Liquidity Update with Global Trading
History rhymes again
Quality’s role amid equity market uncertainty
The power of information ratio (IR) in active management
Emerging Market Debt Commentary: November 2025
Inflation Expectations Rocket to Multi-Decade Highs
State Street Sector Momentum Map
What’s on the horizon for digital assets?
Market Forecasts: Q2 2026
Hawkish Fed supports USD
Reevaluating the India Equity Opportunity
The US Dollar Free Lunch Is Over. What Now? USD investors
The US Dollar Free Lunch Is Over. What Now? EUR Investors – Dutch Perspective
Constructive outlook on commodities
Asset Tokenization in Capital Markets
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Emerging Market Debt Commentary: Q4 2025
Macroeconomic Outlook 2026
Sustainability Data Governance and Oversight in Asset Management
CAD, NOK poised to outperform
The One Question Series: You Ask. We Answer.
Navigating the European Defence Investment Landscape
The Top 5 Themes for the US Market in 2026
Q2 2025 SAFI commentary
Six Grey Swans that could move markets in 2026
Labor market softness deepens
Hungary’s election: Risks, premia, and market pricing
Bitcoin volatility and liquidity: Key trends for investors
2025 Global Retirement Reality Report: Ireland Snapshot
US tariffs: Sector risks and legal challenges ahead?
Stewardship Activity Report: Q4 2024
The future of crypto: Why smart investors are backing the ecosystem
When Wall Street and Main Street Diverge
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
Trim equities, add duration
India IT adapts to the AI shift
Is Exorbitant Government Spending the Key to Stock Market Prosperity?
Building resilience with private CRE
Iran conflict overshadows mixed global data
Q2 2026 Credit Research Outlook
Convertibles Tough Out Trump Mega Volatility
US exceptionalism: Fading force or enduring edge?
UK Election Outlook
Fixed income’s year end de-risk supports CLO allocations
Featured Insights
High uncertainty doesn’t mean indefinite Fed inaction
State Street Global Advisors Rebrands as State Street Investment Management
Climate Transition Euro Corporate Bond Beta Strategy
Global CIO Reaction to US Presidential Election
Impact Investing vs. Sustainable Outcome Investing
Should you be worried about Fed independence?
3 Global High Yield Myths That Just Don’t Hold Up
Emerging market debt: Why index choice matters
A Better Macro Policy Framework for Europe
Emerging Market Debt Commentary: August 2025
What does the divergence in US soft and hard data mean?
Emerging Market Debt Commentary: April 2025
Rebalancing toward US Agg
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
SAFI turns 2: Delivering consistent alpha, controlled risk
The Markets
The US Dollar Free Lunch Is Over. What Now? EUR investors
The Rise of Sukuk from Shariah Roots to Global Opportunity
Powell hints at rate cuts at Jackson Hole
Appetite for Risk Wanes
Why we don’t trade headlines: Systematic investors rely on core risk controls
Why the global macro data crisis is everyone’s problem
Real assets insights: Q1 2026
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Long-Term Asset Class Forecasts: Q3 2025
An Investment Vision for European Defence
US inflation supports September rate cut
Fed holds steady amid rising labor concerns
Markets tend to shake off geopolitical shocks
What the US government shutdown means for markets and the economy
Why the AI CapEx cycle may have more staying power than you think
SSGA Canadian Long-Term Asset Class Forecasts
Elections
Global growth under pressure from energy risks
“Sanaenomics”: A Truss or a Meloni moment?
An enhanced approach to broad Emerging Markets equity exposure
No Letup in Capital Expenditures
The US Dollar Free Lunch Is Over. What Now? CHF Investors
Mega-cap IPOs: Implications for institutional investors and index managers
Supreme Court IEEPA tariff decision could raise market risk
No real joy in the UK Budget
Get ahead of the Fed: Financials may get a boost from rate cuts
Integrating climate risks & opportunities into Systematic Active Fixed Income strategies
Optimizing your emerging markets equity portfolio
Safe havens reimagined: Saudi bonds surge as Treasurys falter
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Global Growth Dips Amid Uncertainty
60/40 strategy regains strength
Long-Term Asset Class Forecasts: Q2 2025
Understanding Money Market Funds
July rate cut unlikely
The path ahead for GCC equities
Iran risks support JPY; USD softens
Sustainability in LDI
Fixed Income Outlook 2026
Fed rate cuts spark US housing revival
Returns triple boost powers local emerging market debt outperformance
Private credit dispersion: Rising stress, not systemic disruption
Six investment trends the summer has revealed
Housing Market Faces Tepid Spring
Looking for a Signal in the Noise
Capital Adequacy Disclosures
Iran war complicates global policy outlook
Why are Public Pension Funds re-thinking allocations?
2025 Global Retirement Reality Report: Canada Snapshot
Fed dissent signals policy shift ahead
US labor market softens, Fed rate cut likely in December
MPFL Section 172 Statement
Brace for a volatile summer
Tariffs, Transshipping, and the Trouble with Vietnam
Japan: Weighing the equity landscape
Market Forecasts: Q3 2025
A new era of monetary and fiscal policy or back to the future? What investors should know
China’s 2020 National People’s Congress: The Big Policy Pivot
US government layoffs raise labor market risks
An advanced perspective on securities lending
US inflation mixed, labor data worsens
Trump’s Trade War: What’s the Endgame?
How to Position for Geopolitical Shocks During Trump 2.0
Digital assets: The next frontier for markets and investors
Emerging Market Debt: Enhancing a Global Bond Portfolio
Tariff Tantrum, What Tantrum? How ETFs Performed During Liberation Day Turmoil
Why bitcoin institutional demand is on the rise
PriceStats Analysis
US payrolls data feels like fake resilience
What’s driving S&P 500 valuations now?
Why the GCC Is Emerging as a Global Private Markets Hotspot
Mixed Signals, Murky Outlook
SDG integration into systematic portfolios
The Impact of Crisis-Driven Dividend Cuts
Espresso
Crisis conditions favor USD
Tokenization of assets: How it’s reshaping finance and markets
The US Dollar Free Lunch Is Over. What Now? NOK investors
The case for emerging markets small-cap equity
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
US consumer buffer continues to thin
Are yields entering a new phase?
2024 ETF Impact Survey
Why investors should continue to climb the wall of worry
US labor market signals persistent softness
Global equity leadership: is the World enough?
Why have convertible bonds outperformed equities in 2025?
One Question Series: Should I Consider Systematic Active Fixed Income?
Q4 2025 Credit Research Outlook
Emerging Market Debt Commentary: October 2025
Next Fed Cut Could Be in July, Not June
US small-caps in focus
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
The whole truth behind the Fed’s rate cuts
US inflation returns to historical sweet spot
Three reasons to implement a sector strategy
Market trends
How is AI reshaping emerging market equity opportunities?
Why elevated risk may favour the energy equity sector
Climate Transition Corporate Bond Beta Investing Approach
Unlocking opportunity in the leveraged loan market
Reduce Allocation to European Equities
Stewardship Report 2024
US industry shows signs of revival
The rise of the Core-Satellite approach in fixed income portfolio construction
Global High Yield – 2025 in Review and 2026 Outlook
Closing time: How passive investing is reshaping equity market microstructure
Trimming risk, staying constructive
How JGBs outshine G4 peers on term spreads
Emerging Market Debt Commentary: Q1 2026
Investing in digital assets: Educational resources for investors
Separating Fact from Fear in Japanese Investing
Equity Market Outlook 2026
The Gulf's capital transformation
Geopolitics at the center of financial markets
Sector ETF Momentum Map
Fundamentals favor the US
Equities remain our top preference
Charitable Asset Management
EMD Hard Currency
Reducing underweight in US Agg
US rate cut likely despite growing doubts
Long-Term Asset Class Forecasts: Q1 2026
Capturing opportunity as the equity landscape evolves
Investment trends among sovereign wealth funds
Euro, yen gain as dollar weakens
Why It’s Time for China Equity to Go Solo
Emerging Market Equities Outlook Q1 2026
Volatility positioning: How to hold on for the ride
India in 2025: A tale of contrasting risk perception?
Defensive factor strategies taming the US equities bear
Inflation shocks test global economic resilience
Q3 2025 Credit Research Outlook
Hawkish Words, Dovish Moves
Emerging Markets Beyond China
More gleam for gold in the Global Market Portfolio
Markets reprice, earnings endure
Can Convertibles Defy Markets and Keep Rallying?
Long-Term US Dollar Risks Persist
Forward with focus
Investing in Uncertain Times
Fed set for January hold
The case for collateralised loan obligations for European investors
Global Market Portfolio 2025
NOK shows promise, CAD faces pressure
Big Beautiful Bill brings tax clarity
2025 markets rally through turbulence
The Rise in Systematic Credit Investing
Oil retreat supports contained inflation outlook
Long-Term Asset Class Forecasts: Q2 2026
We Maintain No-Recession Call Despite GDP Data
Skilling Up During Disruption
US labor data sends mixed signals
2026 Credit Research Outlook
Sustainable Investing: 5 Key Questions Asset Owners Ask
How Fixed Income Can (Still) Provide an Anchor to Windward
Fed shift hits USD
Are rate cuts off the table in Australia?
Beyond AI: The broadening of equity market leadership
Why every institutional investor should use a TAA implementation
Mapping the sustainable investing spectrum of capital
Bank Deposits Versus Money Market Funds
Global High Yield Update—Q1 2026
Fed cuts rates again, December move uncertain
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
The case for a broad commodities strategic allocation
Markets still view Fed independence as intact—here’s why
Asset Stewardship Report 2018
Broadening Out From Trump 2.0
Global High Yield Update—Q2 2025
US retail sales and confidence weaken
Geopolitical tensions remain elevated
Are Foreign Investors Really “Dumping” US Treasury Bonds?
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
How to invest in AI
Fixed income scenarios for the current market environment
US labor soft, but no acute stress
Weak US jobs data likely seals September rate cut
How gold hedges policy uncertainty when Fed leadership changes
Q2 Investment Outlook
US government shutdown update: Risks emerge
The Case For Enhanced Active Strategies
Nature as an asset: the relevance of biodiversity for investors
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
The Fed forays into ETFs
Waiting for the small-cap resurgence
GENIUS Act explained: What it means for crypto and digital assets
Why various market risk metrics tell different stories
GCC countries and India: A new era of economic collaboration
Market Forecasts: Q4 2025