Skip to main content
Long-term asset class forecasts: Q4 2026
US labor strength delays Fed rate cuts
What to Ask Your Index Manager
2025 Global Retirement Reality Report: Ireland Snapshot
Gold takes the diversification crown
Could ‘70s era stagflation make a comeback?
The Global Market Portfolio 2026
Sector Market Perspectives: Q2 2026
Emerging markets: Inflation, central banks, and near-term debt outlook
The Gulf shock: Energy supply, markets, and macro spillovers
We raise our global growth forecast
Danielle breaks it down: Understanding inflation
Playing the long game: Why ETFs are worth holding for 20-30 years
Cyclical sectors regain leadership: Financials and Industrials drive momentum
Capture AI upside while managing Tech volatility
The power of information ratio (IR) in active management
Inflation shocks test global economic resilience
Debunking 3 myths about ETF liquidity
Private markets: Addressing liquidity concerns
Long-Term Asset Class Forecasts: Q3 2026
Range-bound FX markets
Leveraged Loans at State Street Investment Management
Emerging Market Debt Market Commentary: August 2026
El Niño: A macro risk amplifier for a fragile global economy
When financial roles change: Guiding women through major life transition
A softer dollar, but not yet a bear market
Two arguments against 2026 Fed rate hikes
Why ETF growth is booming
How to value bitcoin: Valuation frameworks for investors
The liquidity advantage of ETFs in stressed markets
India government bonds get a glow-up
Tactical shift favors USD
High yield case study: how an index allocation can complement an active manager lineup
Why the AI CapEx cycle may have more staying power than you think
Survey: Private market assets in retirement plans
Strategic Asset Allocation with Alternative Investments: An Integrated Approach
Technology and the future of advisory work
Why we don’t trade headlines: Systematic investors rely on core risk controls
Position beyond US large-cap tech for the next wave of AI and economic realignment
Adding bonds, trimming risk
Q3 2026 Credit Research Outlook
How gold hedges policy uncertainty when Fed leadership changes
Be ready for any market with liquid ETFs
Private markets: Survey explores perceptions among plan sponsors and participants
Greenland’s geopolitical storm: What may be next for allies, markets, and investors
Benchmarking Your Cash: Part 1
Iran war complicates global policy outlook
Forward with focus: Implementation Guide
Systematic High Quality Corporate Fixed Income: Factor discipline remains key
February payroll shock flags AI job loss risk
Indexed Fixed Income: Targeting Precise and Reliable Outcomes
Build an active bond ladder with State Street® MyIncome ETFs
Emerging Market Debt Commentary: October 2025
Markets tend to shake off geopolitical shocks
Rebalancing toward US Agg
So… What’s an Annuity?
Fed holds steady amid rising labor concerns
Translating client insights into exceptional service
Japan’s “Truss Shock": A market scare, but not a systemic crisis
Equities back to overweight
Boost resilience with multi-asset and alternative strategies
Can capitalism thrive without failure?
Emerging Market Debt Commentary: Q3 2025
Unlocking opportunity in the leveraged loan market
An advanced perspective on securities lending
What is private credit? And why investors are paying attention
US consumers strong but uneven
USD rebounds to neutral
What sets our ETF model portfolios apart
Master the mechanics of ETF trading
Real assets: diversification through conflict
Equity duration matters, but earnings decide
Nature and biodiversity: investor objectives for risk and opportunity
Small caps gain amid resilient US growth
Global High Yield Update—Q2 2026
Competing on customer experience with behavioral science
Eurozone sovereigns: Selective immunity from the post-pandemic fiscal strain
India IT adapts to the AI shift
Investing in real assets with ETFs
The yield curve's message for equity markets
Private markets: What does alignment mean?
US–China trade truce holds, but for how long?
Japan: Weighing the equity landscape
A case for investing in innovation
What is sector investing?
How to determine your risk tolerance (and why it matters)
Emerging market debt outlook: Enduring strength
Case study: Institutional allocators gain efficient exposure to gold using an ETF
What’s on the horizon for digital assets?
Return expectations from the Global Market Portfolio
SECURE 2.0 Has Passed…Now What?
War or peace: Energy, inflation, Europe
Emerging Market Debt Commentary: April 2026
Sector opportunities for Q4 2025
Europe’s private capital edge
US retail sales and confidence weaken
Due diligence: 8 factors to consider when selecting an ETF model portfolio
Long-Term Asset Class Forecasts: Q2 2025
ETF flows slow in a market with more questions than answers
Monthly Cash Review: October 2026 (USD)
The investor’s guide to digital assets
Inside the mind of the retail investor
From AI productivity to disinflation: A non sequitur?
How AI is reshaping emerging markets equities
The Hormuz conflict
Crisis conditions favor USD
US inflation surprises but signals unclear
What makes the Bloomberg Enhanced Roll Yield Index (BERY) different?
Tax efficiency is structural: ETFs continue to issue fewer capital gains than mutual funds
Support levels in sovereign debt markets
4 Things to remember when investing in volatile markets
Grey Swans 2026
The transition of power at the Federal Reserve
Hungary’s election: Risks, premia, and market pricing
Navigating the concentration conundrum: A Core-Satellite approach to active equity investing
Tokenization of assets: How it’s reshaping finance and markets
Finding the fairway: 9 reasons mid caps belong in every investor’s bag
Building a differentiated income portfolio with sectors
Fixed income scenarios for the current market environment
Tactical asset allocation: Our team and process
Fed shift hits USD
The future of fixed income: From income to engineered outcomes
ETF inflows set records as leadership narrows
3 things investors should know but likely don’t
Global Securities Lending: H2 2026 Market Trends and Outlook
What happens with a less transparent Fed?
Global Retirement Reality Report
Why invest in actively managed ETFs
Dissecting equity momentum
Are rate cuts off the table in Australia?
AGG underweight narrows
Who really sets the price in Asian markets?
What could revive 2026 Fed cut prospects?
Securities Lending in US DC Funds
Supreme Court IEEPA tariff decision could raise market risk
AI meets accountability
US rate cut likely despite growing doubts
Equities strengthen, returns moderate
Markets shift to selectivity phase
Private markets: The role of public policy
Strategic vs. tactical asset allocation – What to know
Danielle Breaks It Down: Seven tips for participant communications
Steady equities, stronger credit
Mixed data does not preclude rate cuts
Comparing SPY and SPYM: Two State Street ETFs for S&P 500® exposure
Growth holds but inflation risks reshape outlook
Is it time to rethink the 60/40 portfolio?
Emerging markets, AI, and index concentration: Navigating a different opportunity set
How to add the State Street® Bridgewater® All Weather® ETF to your portfolio to enhance resilience
The All Weather portfolio: Built for any forecast
UK neutral rates to settle lower, despite a volatile path
Capturing opportunity as the equity landscape evolves
Europe services slowdown deepens growth concerns
U.S. Industrials revival: Opportunities in asset‑heavy cyclicals
“Sanaenomics”: A Truss or a Meloni moment?
Building resilience with private CRE
AI is becoming a credit-cycle story, not just a technology story
2025 Global Retirement Reality Report: UK Snapshot
Private markets: The diversification imperative
The AI value chain: Why supply may lag demand
ALLW brings Bridgewater’s All Weather wisdom to ETF investors
Inside the mind of the retail investor
Middle East conflict: Peak stress lies ahead
Long-Term Asset Class Forecasts: Q2 2026
2023 Global Retirement Reality Report: US Snapshot
AI leaders reshape the EM investment story
Regaining Retirement Confidence in a Post-Pandemic Environment
Sustainability Data Governance and Oversight in Asset Management
Inflation anxiety on the rise again
Why Asia may be the biggest winner of the global AI boom
Geopolitics at the center of financial markets
US labor market sends mixed policy signals
Beyond DeepSeek: China's 2026 model wave and the repricing of the AI stack
Preferred securities: What they are and how they work
Nature and biodiversity data: types and uses for investors
Market pricing of UK growth is too optimistic
Target lower costs with State Street® Select Sector SPDR® ETFs
Looking beyond traditional asset classes
How macro fragmentation may reshape core bond benchmarks
Global diversification is regaining value
Are yields entering a new phase?
Segment your client base for efficiency and growth
The Morning Chat
Why State Street® Galaxy Digital Asset ETFs?
Investing in the intelligence economy: AI opportunities across global sectors
Hawkish Warsh lifts the odds of higher rates
Systematic High Quality Corporate Fixed Income: Q3 2025 Commentary
Real assets insights: Q2 2026
Global High Yield Update: Q3 2025
Emerging Market Debt Commentary: November 2025
Addressing questions about Private Markets in Defined Contribution plans
Bank Deposits Versus Money Market Funds
Gold as a strategic asset class
Equities overweight edges higher
Global High Yield – 2025 in Review and 2026 Outlook
US labor data improve but risks remain ahead
US labor soft, but no acute stress
Forward-Looking Climate Metrics in Corporate Bond Portfolios
The overlooked middle: Uncover what mid caps can do for your portfolio
How life lessons become investing lessons
A banner year for markets and ETFs
2026 Credit Research Outlook
Sector Market Perspectives: Q4 2026
Sector Market Perspectives: Q3 2026
What is the rising gold/copper price ratio signaling for investors?
US inflation may be nearing its peak
Prioritize income and resilience with active short duration and multi-sector credit
Labor weakness argues against Fed hikes
Featured Insights
Short shocks, longer echoes
Reducing underweight in US Agg
Iran conflict overshadows mixed global data
No real joy in the UK Budget
Defined Contribution Plan Sponsor Insights
2025 Global Retirement Reality Report: US Snapshot
Canada at a crossroads
Understanding markets in the new world order: A geopolitical framework for investors
US consumer buffer continues to thin
How to invest in AI
The path ahead for GCC equities
Navigating rising market concentration with Enhanced strategies
Gold’s Evolving Role in the Middle East
Why various market risk metrics tell different stories
5% interest rates: When earnings outrun the discount rate
US labor data raises fresh questions again
Private markets: Taking a multi-asset approach
India loses EM share as AI trade surges
Why look beyond on-screen liquidity
Turning crisis into engagement: Participant outreach for Defined Contribution plans
Policy Preview: Are CITs on the Horizon for 403(b) Plans?
Energy‑led risks under watch
Growth takes lead in FX markets
The courage to follow the fundamentals
Fed likely to stay on hold through year-end
Why investors should continue to climb the wall of worry
Investing in digital assets: Educational resources for investors
Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
Battle of the ages: What young vs. old could mean for investors
How IncomeWise℠ is different
Raising the wealth management bar for Gen X women
Emerging market debt: Why it belongs in your investment portfolio
How should I add thematic investments to portfolios?
Quarterly Investment Outlook: Q3
Active management matters more in today's credit markets
Housing hurts as high rates weigh on demand
Three shifts reshaping Technology—and portfolios
Asset Tokenization in Capital Markets
USD turns neutral as near-term risks ease
The value of dividend growth strategies to portfolios today and beyond
Fed set for January hold
Market Forecasts: Q1 2026
Rising yields reshape markets
The income squeeze: How market concentration is reshaping equity returns
Central banks hold, but tensions drive risk
Strategic asset allocation for corporate pension liabilities
Risk-on is back, higher volatility stocks rebound
Investment trends among sovereign wealth funds
The Retirement Prism: Seeing Now and Later
Fundamentals favor the US
Beyond AI: The broadening of equity market leadership
Rethinking the 60/40 portfolio: The case for gold
Four key trends in the 2025 active-passive debate
How is the GCC positioned for the global AI race?
The US-Japan yen rescue: Don’t miss the bigger story
Expanding the sources of portfolio alpha with quant-anchored TAA
How to avoid emotional investing when markets are volatile
Why invest in bond ETFs
Financial Wellness Doesn’t Have to Be So Hard
What’s next for ETFs? 3 predictions that could shape the industry’s future
Private credit dispersion: Rising stress, not systemic disruption
How IncomeWise℠ works
Emerging market debt: Enduring strength outlook holds
Core-Satellite Fixed Income: Evolving from concept to practice
Summer road trip: Resilient fundamentals remain in the driver's seat for ETF flows
Not all equity sell-offs are created equal
Demystifying the CIT for Plan Participants
The economics of AI-driven productivity
Uncommon Sense
The wrong lesson from the dot-com bubble
Fixed Income Outlook 2026
A New Administration's Impact On Retirement Policy
Why Value is outperforming in 2026 markets
Set it and forget it: How to invest for the long haul
Serving up retirement security
The midterm paradox: Voters want change, markets prefer gridlock
ETFs on the rise: The investment choice revolutionizing portfolios
2025 Target Retirement Annual Review
Q2 2026 Credit Research Outlook
GENIUS Act explained: What it means for crypto and digital assets
Our Annual Task Force on Climate-related Financial Disclosures (TCFD) Report is Here
Internal succession planning: 5 key steps
How to buy into the S&P 500
What’s driving the surge in global interest rates?
Alternatives Outlook 2026
The new era of income investing
Magnificent 7 no longer moving as one trade
From anchor to growth tailwind
How to evaluate ETFs: 6 things that matter most
Equities remain our top preference
Q4 bond market outlook for ETF investors
The evolution and future of fixed income
Oil retreat supports contained inflation outlook
Risk-on ETF flows in a river of hills market
Danielle breaks it down
A market of winners and losers
Iran war: Risk on, energy off
Convertible securities: What they are and how they work
Unlocking the securities lending potential of SPY
An enhanced approach to broad Emerging Markets equity exposure
Private markets implementation and liquidity: A practical framework for DC plans
The Top 5 Themes for the US Market in 2026
Eurozone signals caution on June rate hike
2026 midterm elections
Iran risks support JPY; USD softens
US real GDP cools sharply in Q4 2025
What is IncomeWiseˢᵐ?
US midterms: Limited change now, greater policy risks ahead
Ways to Invest in Gold
Global manufacturing momentum gathers pace
Solid US growth contrasts with consumer gloom
The Morning Chat: Retirement income
Case study: How an ETF helped an institutional allocator maintain market exposure while switching high yield bond managers
Comparing active vs. passive ETFs: Finding the right fit for your portfolio
Long-Term Asset Class Forecasts: Q4 2025
US inflation data supports Fed rate cut outlook
Equities lead, bonds catch up
Fed hawks still see tightening as pre-emptive
Japan is back: Investable again in the age of physical AI
How can fantasy football help investors manage portfolios?
Building a purposeful investment philosophy
Global growth under pressure from energy risks
Make room for ALLW
Bond ETFs vs bond mutual funds: Save with ETFs
Actively managed ETFs: A new chapter for global investors
Three surprises for 2026: The curse of consensus in a market built on uncertainty
Tokenized money market funds (MMFs): Revolutionizing liquidity management
Why consider exposure to the S&P 500® Index
Deconstructing the market’s chemical makeup with ETF flows
Venezuela after Maduro: Oil, global power, and the ripple effects for markets
Active portfolios face a leadership test
2025 investing recap: Market stories to spice up your holiday small talk
Collective investment trusts: Lower costs and greater flexibility
2025 Global Retirement Reality Report: Australia Snapshot
Diversify for a new regime with multi-asset strategies and real assets
Leaving Money On the Table: Does Your 401(k) Structure Maximize Tax Benefits?
Impact of rising financing costs on the AI CapEx cycle
Private US multifamily real estate looks attractive
Closing time: How passive investing is reshaping equity market microstructure
CAD, NOK poised to outperform
How Independent Fiduciary Services Evolved and What It Means Today
Global markets tilt toward AI
Global High Yield Update—Q1 2026
US payroll slowdown tempers rate hike risk
Hawkish Fed signals drive market caution
What industry ETFs add to your sector and industry strategy
How fixed income can (still) provide an anchor to windward
Sentiment and ETF inflows shine, market breadth dim
ETF flows rumbling along
Danielle Breaks It Down: Understanding CITs
Why investors should reconsider APAC weight
What has happened to the great rotation?
Decoding Market Regimes Machine Learning Insights into US Asset Performance Over The Last 30 Years
2022 Global Retirement Reality Report: US Snapshot
France's fiscal reckoning
India in focus
Emerging Market Debt Commentary: Q1 2026
ETF inflows set records in first half
Iran war: Energy normalization drifts further away
How to analyze total cost of ownership
Why bitcoin institutional demand is on the rise
Markets send the signals—ETF flows show where investors are headed
SPY liquidity: Flexibility to navigate any market
Target Retirement Annual Review: Fine-Tuning with a Focus on Inflation Protection
What portfolio analysis of 2025 reveals about investor behavior
2026 Midyear ETF Market Outlook: Resilient fundamentals, rising fragility
What if investors get bored of AI?
Rethink the plus in core-plus with investment-grade private credit
Markets still view Fed independence as intact—here’s why
Crypto enters the portfolio chat
USD to stabilize; JPY unresponsive to BoJ
Emerging Market Debt Commentary: May 2026
5 risks could derail the market’s hot start
Three market trends to watch beyond war-driven headlines
Q4 2025 Credit Research Outlook
The Morning Chat: Securities lending
What is the Global Market Portfolio?
Emerging Market Equities Outlook Q1 2026
Trim equities, add duration
How index strategies can be an effective vehicle for loan market exposure
What shifting Treasury demand means now
Gold 2026 Midyear Outlook: A tug-of-war between tactical and structural momentum
UK politics: Continuity priced in, risks simmer
Long-Term Asset Class Forecasts: Q1 2026
How the Alpha Meeting informs our model portfolios
What blue-chip companies can teach us about staying power
What’s New in Multi-Asset Investing? A Q&A with Alexander Rudin, Ph.D.
GCC bond markets: Finding value in a changing fixed income landscape
US payrolls data feels like fake resilience
Prefer longer-duration bonds
SAFI Intermediate: A modern hedging tool for DB plans
Mega-cap IPOs: Implications for institutional investors and index managers
Quarterly Investment Outlook: Q4 2026
The power of storytelling for financial advisors
State Street Global Advisors – Defined Contribution Insights
Aligning emerging market equity allocations with growth and dollar cycles
US labor market signals persistent softness
Emerging Market Debt Market Commentary: July 2026
Equity Market Outlook 2026
Capital transformation is expanding Gulf assets
Inflation risks put rate hikes back in focus
How macroeconomic variables impact sector performance
History rhymes again
A new era of monetary and fiscal policy or back to the future? What investors should know
Emerging Market Debt Commentary: January 2026
2022 Global Retirement Reality Report: Ireland Snapshot
Why State Street® Galaxy Digital Asset ETFs?
REIT resilience extends beyond interest rates
Japan is back, and how!
Macroeconomic Outlook 2026
Strategies for financial advisor succession planning
Labor market softness deepens
An ETF due diligence checklist
Market Forecasts: Q2 2026
Concentration is up; diversification isn't gone
Emerging Market Debt Market Commentary: Q2 2026
Emerging Market Debt Commentary: Q4 2025
Gold takes center stage
Six Grey Swans that could move markets in 2026
Bitcoin volatility and liquidity: Key trends for investors
Gold Chart Pack
Emerging market debt Market commentary: Q3 2026
How SPY reinvented investing: The story of the first US ETF
Tax-loss harvesting
Finding opportunities with actively managed fixed income ETFs
Navigate the market with State Street ETFs Chart Pack
REIT resilience extends beyond interest rates
Consistency as a compass in developed market equities
Quality’s role amid equity market uncertainty
US inflation rises as rate expectations shift
2024 US Retirement Reality Report: US Snapshot
US labor market softens, Fed rate cut likely in December
Hawkish Fed supports USD
Forward with focus
Midterm elections: A policy playbook for a divided government
What is the Nasdaq and how does it drive the modern global economy?
A feast of ETF inflows and returns
USD remains on top, for now
Why Canada matters for developed ex-US equity allocation
What drives gold prices? Four trends investors should know
Model portfolios and the evolution of advice
Small caps' rally may be more durable than investors think
China’s market disconnect
The retirement proving ground
The changing makeup of the Global Market Portfolio
Trimming risk, staying constructive
US inflation eases and buys the Fed time
US labor data sends mixed signals
US industry shows signs of revival
Navigating a higher-for-longer world
Market trends
2022 Global Retirement Reality Report: UK Snapshot
Implementation alpha across the fixed income spectrum
Investing in AI through sectors
Target AI and policy-led growth from US to emerging markets
Stretch run for ETF flows and the market
The Markets
Sharpening your value proposition
Credit Research Outlook 2020
Understanding Money Market Funds
Pursue bond upside with active short duration and credit
How the Iran War could impact Australia’s infrastructure
2025 ETFs in Focus Study
Creating a path to retirement income for plan participants and sponsors
How AI is transforming investment management: State Street’s strategic approach
Strong earnings raise the bar for S&P 500
Energy shocks challenge economic resilience
US government layoffs raise labor market risks
US government shutdown update: Risks emerge
Markets reprice, earnings endure
Emerging Market Debt Commentary: February 2026
Implementing Collective Investment Trusts (CITs): An Onboarding Overview
Gaps and overlaps in SMID-Cap Exposure
Comparing gold to other alternative investments
Introducing Trump Accounts: How to jumpstart investing for your children
Health Care innovation at an inflection point
Core portfolio construction principles
Gold 2026 Outlook: Can the structural bull cycle continue to $5,000?
Digital assets: The next frontier for markets and investors
Market Forecasts: Q4 2025
Three reasons to implement a sector strategy
Fed cuts rates again, December move uncertain
Optimizing trade execution for ETFs of all levels of liquidity
Silver is no substitute for gold
Middle East conflict: Is an end in sight by April?
How Trump Accounts can help build lifelong investing habits
Defined Contribution Insights
ETF Impact Report 2026-2027
How economic factors impact asset performance
The case for systematic investing in credit
Time not timing: The case for long-term investing
Bond yield metrics: How they work
Case Study: An institutional allocator enhances its core-plus fixed income allocation by capturing private credit exposure with an ETF
Investors look beyond earnings growth
Sustaining momentum, strengthening resilience
Democratizing Private Markets: Strategic Insights and the Path Forward
Fed rate cuts spark US housing revival
A smarter core: An Enhanced approach to optimizing equity portfolios