Insights and market perspectives from the fourth largest asset manager in the world. Official account.
Boston, MA
Joined July 2018
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We just surpassed $6 trillion in AUM. 馃帀
Grateful for the trust, proud of the progress, and focused on what comes next. ms.spr.ly/6018v2hTk
ALT State Street Investment Management Crosses $6T AUM
Markets are staying resilient despite rising uncertainty: ms.spr.ly/6011QIJ0R
In this week鈥檚 Mind on the Market, we explore how markets are balancing policy uncertainty and evolving macro conditions鈥攅ven as the yield curve continues to signal slower growth ahead.
ALT Mind on the Market
6 Grey Swans that could move markets in 2026: ms.spr.ly/6019QJASZ
Our outlooks are based on probabilities. But portfolios are tested by surprises. CIO Lori Heinel explores some scenarios that aren鈥檛 in our base base鈥攂ut could move markets if they unfold. #GreySwans2026
The US is leading the AI investment charge, with the Magnificent 7 set to spend over $500 billion in 2026. With rate cuts, pro-business policies, and consumer tax breaks in the mix, the upside potential for equity markets is clear. Learn more: ms.spr.ly/6014Q6uXo
#GMO2026
Seeking income and diversification in an uncertain investment landscape? Private credit and infrastructure investments may deliver robust yields and inflation protection. Discover why alternatives are increasingly important for sustainable returns: ms.spr.ly/6016tAfFp
ALT Fortify your portfolio with alternative investments #GMO2026
With central banks moving in different directions and inflation risks still present, a selective approach to sovereign debt and duration management can add value and help offset episodes of volatility.
Read our Fixed Income Outlook: ms.spr.ly/6014toE6p
#GMO2026
ALT Sovereign bonds offer stability and return in 2026
After another year of significant developments and surprises, what does 2026 have in store? Our investment teams highlight where to look for return opportunities and where risks may be lurking: ms.spr.ly/6013tglnv
#GMO2026
ALT US maintains its lead
UK鈥檚 Autumn Statement: modest but inconsequential fiscal tightening.
Lingering worries weigh on risk assets and the pound.
Check our latest piece for broad investment implications: ms.spr.ly/6017tXUZB
ALT UK鈥檚 Autumn Statement
Japan鈥檚 30-year JGB yield is at its highest level since 1999, making JGBs a standout for global investors. Steep curves and strong fundamentals drive premium, hedged returns.
Get to know more in our latest Mind of the Market: ms.spr.ly/6017tyQNL
ALT Mind on the Market
With US exceptionalism being tested by fading fiscal stimulus, rising global competition, and demographic shifts, how should investors reposition their portfolios?
馃攳 Get to know more in our latest article: ms.spr.ly/6014s00Dg
ALT US exceptionalism: Fading force or enduring edge?
Small caps have lagged large caps, but improving fundamentals, easing rates, and new policies could spark a rebound as investor sentiment shifts. Read More in our latest Mind on the Market: ms.spr.ly/6014saCcr
ALT Mind on the Market
Fiscal and policy shifts are challenging US exceptionalism. With the yield curve steepening and term premiums rising, long-term bonds are entering a new phase of risk and opportunity
Read more in our latest Mind on the Market: ms.spr.ly/6018smpy4
ALT Mind on the Market
Executive Order 14,192 has initiated a ten-for-one rollback in regulations, driving momentum across banks and capital markets. With strong earnings and EU reforms in play, the sector is poised for continued growth.
Read more in our Mind on the Market: ms.spr.ly/6012swcr4
ALT Mind on the Market
Despite equity rallies and falling volatility, gold remains resilient.
What鈥檚 driving it? A weakening dollar, rising fiscal deficits, and global dedollarization trends. Investors are still pricing in risk beneath the surface.
Learn more: ms.spr.ly/6014sHUp0
We just surpassed $5 trillion in AUM. 馃帀
This achievement is a testament to the dedication of our global teams, the strength of our partnerships, and the confidence of the thousands of institutional clients and tens of millions of individual investors we鈥檝e served.
Why did we rebrand?
Our CMO explains what鈥檚 changing and what it means for our clients. #GetThere
Our teams across the 馃寧 welcomed State Street Investment Management this week.
#GetThere
We鈥檙e now State Street Investment Management.
Everyone invests to reach something better. We create solutions that can help you #GetThere. It鈥檚 what we鈥檝e done since day one, & why thousands of clients trust us to manage trillions of dollars in assets. ms.spr.ly/6013SFHvL
A new brand name and look to re-introduce who we are and what we do: We鈥檙e now State Street Investment Management.
Same relentless commitment to those we serve.
Get the details: ms.spr.ly/6013SFKBU
#GetThere
Despite signaling two cuts in 2025, the dot plot skews hawkish.
With labor market softening and manageable inflation hit from tariffs, we believe the Fed should act sooner.
More in our Weekly Economic Perspectives: ms.spr.ly/6016SI7bI
ALT Weekly Economic Perspectives