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US real GDP cools sharply in Q4 2025
Canada at a crossroads
Mixed data does not preclude rate cuts
Why bitcoin institutional demand is on the rise
Trimming risk, staying constructive
Gold takes center stage
Emerging Market Debt Commentary: January 2026
25 years of creating ETFs for European investors
US labor market softens, Fed rate cut likely in December
Monthly Cash Review – GBP
Democratising core exposures for European investors
US government layoffs raise labor market risks
The evolution and future of fixed income
Iran war: Risk on, energy off
Markets tend to shake off geopolitical shocks
Navigate the market with State Street ETFs Chart Pack
The new era of income investing
Why have convertible bonds outperformed equities in 2025?
The income squeeze: How market concentration is reshaping equity returns
Unlocking opportunity in the leveraged loan market
Global High Yield Update—Q1 2026
Short shocks, longer echoes
US rate cut likely despite growing doubts
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
Global diversification is regaining value
Long-Term Asset Class Forecasts: Q4 2025
Inflation anxiety on the rise again
USD to stabilize; JPY unresponsive to BoJ
The One Question Series: You Ask. We Answer.
How ETFs changed investing in Europe
Global High Yield Update—Q2 2026
Two arguments against 2026 Fed rate hikes
Market trends
Rebalancing toward US Agg
SSGAL Section 172 Statement
Europe’s private capital edge
The US-Japan yen rescue: Don’t miss the bigger story
Internal succession planning: 5 key steps
Supreme Court IEEPA tariff decision could raise market risk
The yield curve's message for equity markets
Iran risks support JPY; USD softens
How fixed income can (still) provide an anchor to windward
Oil retreat supports contained inflation outlook
Emerging market debt: Why index choice matters
Expanding the sources of portfolio alpha with quant-anchored TAA
War or peace: Energy, inflation, Europe
Iran war: Energy normalization drifts further away
US inflation surprises but signals unclear
Fixed income’s year end de-risk supports CLO allocations
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
What has happened to the great rotation?
Middle East conflict: Is an end in sight by April?
Secondary funds as a strategic portfolio tool: From liquidity to program implementation
Housing hurts as high rates weigh on demand
Japan is back: Investable again in the age of physical AI
Closing time: How passive investing is reshaping equity market microstructure
Emerging Market Debt Commentary: Q1 2026
The changing makeup of the Global Market Portfolio
Six Grey Swans that could move markets in 2026
Sector ETF Momentum Map
Digital assets: The next frontier for markets and investors
REIT resilience extends beyond interest rates
The Top 5 Themes for the US Market in 2026
When financial roles change: Guiding women through major life transition
Long-Term Asset Class Forecasts: Q1 2026
The AI value chain: Why supply may lag demand
Private US multifamily real estate looks attractive
How to invest in AI
Fixed income scenarios for the current market environment
Eurozone signals caution on June rate hike
Global markets tilt toward AI
Identifying Sustainable Outcome Investments
Time not timing: The case for long-term investing
Q3 2026 Equity ETF Outlook: Navigating patchy growth and geopolitical friction
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Asset Stewardship Report 2018
Investment trends among sovereign wealth funds
Forward with focus
Trim equities, add duration
Q2 2026 Credit Research Outlook
Emerging Market Debt Commentary: November 2025
High yield case study: how an index allocation can complement an active manager lineup
History rhymes again
Long-Term Asset Class Forecasts: Q2 2025
US small-caps: primed for potential upside
Saudi Arabian bonds: the case beyond the conflict
Emerging Market Debt Commentary: April 2026
Q4 2025 Credit Research Outlook
Investing in digital assets: Educational resources for investors
The wrong lesson from the dot-com bubble
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
Are yields entering a new phase?
Global growth under pressure from energy risks
Crisis conditions favor USD
How is the GCC positioned for the global AI race?
The case for Saudi Enhanced Equity exposure
Global High Yield – 2025 in Review and 2026 Outlook
Geopolitics at the center of financial markets
Markets reprice, earnings endure
Labor weakness argues against Fed hikes
The path ahead for GCC equities
Actively managed ETFs: A new chapter for global investors
How EMEA-based insurers are approaching nature-related investing
Markets shift to selectivity phase
Democratizing Private Markets: Strategic Insights and the Path Forward
Capital Adequacy Disclosures
Uncommon Sense
Sector Momentum Map
Leveraged Loans at State Street Investment Management
Labor market softness deepens
Global manufacturing momentum gathers pace
Sustainability in LDI
Sustainable Fixed Income Solutions Case Studies from Institutional Investors
Sector Market Perspectives: Q2 2026
The Gulf shock: Energy supply, markets, and macro spillovers
US inflation eases and buys the Fed time
Emerging Market Debt Commentary: Q4 2025
Fed shift hits USD
Small caps gain amid resilient US growth
Fixed income ETF fact v fiction
The transition of power at the Federal Reserve
Capital transformation is expanding Gulf assets
Active portfolios face a leadership test
Health Care innovation at an inflection point
AI leaders reshape the EM investment story
A market of winners and losers
2026 Credit Research Outlook
Hungary’s election: Risks, premia, and market pricing
India loses EM share as AI trade surges
Prefer longer-duration bonds
What is the Global Market Portfolio?
Sustainability Data Governance and Oversight in Asset Management
Quarterly Investor Sentiment Report
US labor data improve but risks remain ahead
Global Market Portfolio 2026
Real assets: diversification through conflict
Identifying sustainable innovation through patent data
Japan’s “Truss Shock": A market scare, but not a systemic crisis
US government shutdown update: Risks emerge
El Niño: A macro risk amplifier for a fragile global economy
Are rate cuts off the table in Australia?
What if investors get bored of AI?
The power of information ratio (IR) in active management
What’s driving the surge in global interest rates?
Why investors should continue to climb the wall of worry
Sustainable Investing: 5 Key Questions Asset Owners Ask
Tactical shift favors USD
What to Know About the Dutch Pension Reform
5% interest rates: When earnings outrun the discount rate
February payroll shock flags AI job loss risk
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Emerging Market Debt Market Commentary: July 2026
Global equities: earnings rewarding patience
Fed set for January hold
Range-bound FX markets
Return expectations from the Global Market Portfolio
Emerging Market Debt Commentary: May 2026
Capture AI upside while managing Tech volatility
Energy shocks challenge economic resilience
Equities lead, bonds catch up
Why Value is outperforming in 2026 markets
Emerging markets, AI, and index concentration: Navigating a different opportunity set
Gold takes the diversification crown
MPFL Section 172 Statement
Iran conflict overshadows mixed global data
Sector Market Perspectives: Q3 2026
The case for emerging markets small-cap equity
UK neutral rates to settle lower, despite a volatile path
The Hormuz conflict
Considerations for non-US investors: US-domiciled ETFs vs. Irish-domiciled UCITS ETFs
Equities overweight edges higher
Emerging Market Debt Market Commentary: August 2026
Why the AI CapEx cycle may have more staying power than you think
Fed rate cuts spark US housing revival
Forward with focus: Implementation Guide
A Core Fixed Income Solution: Outperforming the Agg, But with Minimal TEV
Monthly Cash Review: September 2026 (USD)
Emerging Markets Beyond China
What could revive 2026 Fed cut prospects?
Looking beyond traditional asset classes
Beyond AI: The broadening of equity market leadership
Investors look beyond earnings growth
US labor data sends mixed signals
Nature and biodiversity data: types and uses for investors
The midterm paradox: Voters want change, markets prefer gridlock
Global alternatives, local ambition: How SWFs, regulation, and integration are shaping GCC private markets
Q3 Investment Outlook
Emerging Market Debt Market Commentary: Q2 2026
The Case for Leveraged Loans
US labor soft, but no acute stress
Market Forecasts: Q4 2025
Gold’s Evolving Role in the Middle East
Global equity leadership: is the World enough?
US inflation may be nearing its peak
Private credit secondaries: Capturing opportunity through market cycles
US mid caps: A comeback for the quiet outperformer?
Navigating rising market concentration with Enhanced strategies
Climate Transition Euro Corporate Bond Beta Strategy
AI meets accountability
Japan: Weighing the equity landscape
Capturing opportunity as the equity landscape evolves
US consumer buffer continues to thin
Dividend Aristocrats: A steady voyage through uncertain markets
State Street ETFs: US Treasury and European Equity Expense Ratio Reductions
Impact Investing vs. Sustainable Outcome Investing
US labor market signals persistent softness
US payrolls data feels like fake resilience
Investing in the intelligence economy: AI opportunities across global sectors
Why investors should reconsider APAC weight
Emerging Market Debt Commentary: February 2026
Long-Term Asset Class Forecasts: Q3 2026
US labor strength delays Fed rate cuts
An enhanced approach to broad Emerging Markets equity exposure
AI is becoming a credit-cycle story, not just a technology story
Magnificent 7 no longer moving as one trade
The next chapter for ETFs in Europe
The case for systematic investing in credit
Raising the wealth management bar for Gen X women
SAFI turns 2: Delivering consistent alpha, controlled risk
Emerging Market Equities Outlook Q1 2026
The economics of AI-driven productivity
USD remains on top, for now
How to value bitcoin: Valuation frameworks for investors
Emerging market debt: Enduring strength outlook holds
From AI productivity to disinflation: A non sequitur?
European equity sectors’ positive vectors
Fed hawks still see tightening as pre-emptive
Implementation alpha across the fixed income spectrum
Systematic Active Fixed Income Climate Strategies
Energy‑led risks under watch
US labor data raises fresh questions again
India government bonds get a glow-up
Building resilience with private CRE
Japan is back, and how!
What happens with a less transparent Fed?
The future of fixed income: From income to engineered outcomes
Fixed Income Outlook 2026
Identifying sustainable outcomes through avoided emissions
EMEA asset owners turn to nature-linked bonds for positive outcomes and returns
Nature as an asset: the relevance of biodiversity for investors
Why invest in actively managed ETFs
Beyond DeepSeek: China's 2026 model wave and the repricing of the AI stack
Inflation shocks test global economic resilience
Private credit dispersion: Rising stress, not systemic disruption
Equity Market Outlook 2026
Assessing the investment case for climate adaptation and resilience
Hawkish Warsh lifts the odds of higher rates
How AI is transforming investment management: State Street’s strategic approach
Mapping the sustainable investing spectrum of capital
Investing in real assets with ETFs
European defence: From tactical theme to strategic allocation
Hawkish Fed supports USD
US midterms: Limited change now, greater policy risks ahead
A smarter core: An Enhanced approach to optimizing equity portfolios
Systematic Active Fixed Income: A Modern Approach to Fixed Income Investing
AGG underweight narrows
Three surprises for 2026: The curse of consensus in a market built on uncertainty
How is AI reshaping emerging market equity opportunities?
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
India IT adapts to the AI shift
Fed cuts rates again, December move uncertain
Monthly Cash Reviews
US retail sales and confidence weaken
“Sanaenomics”: A Truss or a Meloni moment?
Fed likely to stay on hold through year-end
CAD, NOK poised to outperform
Nature and biodiversity: investor objectives for risk and opportunity
European Aristocrat Strategies
Why Asia may be the biggest winner of the global AI boom
The climate data landscape in sovereign bonds
Q3 2026 Credit Research Outlook
Aligning emerging market equity allocations with growth and dollar cycles
Investing in AI through sectors
Alternatives Outlook 2026
US inflation data supports Fed rate cut outlook
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Hawkish Fed signals drive market caution
A softer dollar, but not yet a bear market
Mega-cap IPOs: Implications for institutional investors and index managers
What's wacky about your WACI?
Who really sets the price in Asian markets?
Fed holds steady amid rising labor concerns
USD rebounds to neutral
Equities remain our top preference
Understanding Money Market Funds
Emerging market debt: Why it belongs in your investment portfolio
Market Forecasts: Q2 2026
PriceStats Analysis: July 2026
Why elevated risk may favour the energy equity sector
Real assets insights: Q2 2026
Consistency as a compass in developed market equities
Bitcoin volatility and liquidity: Key trends for investors
Dissecting equity momentum
Strategies for financial advisor succession planning
Three reasons to implement a sector strategy
How AI is reshaping emerging markets equities
Quality’s role amid equity market uncertainty
How the Iran War could impact Australia’s infrastructure
No real joy in the UK Budget
Growth holds but inflation risks reshape outlook
Markets still view Fed independence as intact—here’s why
US labor market sends mixed policy signals
Exploring the Securities Lending Opportunities of UCITS ETFs
The Price of Intelligence
US industry shows signs of revival
US consumers strong but uneven
Bank Deposits Versus Money Market Funds
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Rising yields reshape markets
A new era of monetary and fiscal policy or back to the future? What investors should know
Asset Tokenization in Capital Markets
Featured Insights
Emerging market equities and fixed income — strong fundamentals, volatile world
Macroeconomic Outlook 2026
Emerging market debt outlook: Enduring strength
Market pricing of UK growth is too optimistic
The renewed case for currency hedging fixed income exposures
Long-Term Asset Class Forecasts: Q2 2026
CLOs unlocked: How fixed income rules are being rewritten for European insurers
Iran war complicates global policy outlook
Tokenization of assets: How it’s reshaping finance and markets
Cyclical sectors regain leadership: Financials and Industrials drive momentum
How gold hedges policy uncertainty when Fed leadership changes
We raise our global growth forecast
Emerging Market Debt Commentary: October 2025
China’s market disconnect
Reducing underweight in US Agg
UK politics: Continuity priced in, risks simmer
Market Forecasts: Q1 2026
Global High Yield Update: Q3 2025
The Markets
Central banks hold, but tensions drive risk
Equities back to overweight
Europe services slowdown deepens growth concerns
Monthly Cash Review – EUR
Growth takes lead in FX markets
Navigating a higher-for-longer world
The evolving GCC IPO market: Trends and investor implications
Fundamentals favor the US
Equity duration matters, but earnings decide
US–China trade truce holds, but for how long?
The investor’s guide to digital assets
Equities strengthen, returns moderate
Tokenized money market funds (MMFs): Revolutionizing liquidity management
An advanced perspective on securities lending
Q4 2026 Credit Research Outlook
Core-Satellite Fixed Income: Evolving from concept to practice
Quarterly Investment Outlook: Q3
Systematic High Quality Corporate Fixed Income: Factor discipline remains key
Impact of rising financing costs on the AI CapEx cycle
Grey Swans 2026
Why various market risk metrics tell different stories
India in focus
Understanding markets in the new world order: A geopolitical framework for investors
Concentration is up; diversification isn't gone
Risk-on is back, higher volatility stocks rebound
Why invest in actively managed ETFs?
Sustainable investing capabilities in fixed income
2025 European Wealth Manager Survey
Inflation risks put rate hikes back in focus
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Support levels in sovereign debt markets
GENIUS Act explained: What it means for crypto and digital assets
Climate Transition U.S. Corporate Bond Beta Strategy
Why we don’t trade headlines: Systematic investors rely on core risk controls
The case for active dividends
Crypto enters the portfolio chat
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
The case for a broad commodities strategic allocation
Emerging Market Debt Commentary: Q3 2025
What’s on the horizon for digital assets?