LIVE: Research Retreat 2021, APAC
Financial markets and broader economic trends, long overshadowed by the pandemic, continue to heal. However, the path towards recovery remains uneven and places a premium on fresh perspectives for investors in Asia Pacific to better analyse the shifting financial and economic landscape. Industry experts, academic partners and our own team of macro strategists came together at State Street LIVE: Research Retreat to discuss investor sentiment, inflation measures, the rapid growth of ESG, the outlook for fixed income and more.
Watch the session replays below and visit our Resources page for more research and insights.
Alberto Cavallo
COVID Disruptions and Inflation
Our experts discuss consumer demand, supply disruptions, and expectations for inflation and reflation.
Julio Callegari
Fixed-Income Outlook
With diverse roles in a portfolio,
fixed income is about more than minimizing risk.
Alex Cheema-Fox
ESG Investing
New research applies climate change fundamentals in the FX market with an emerging market focus.
Dwyfor Evans
Navigating Rough Waters
Insights across proprietary indicators, risk analytics and inflation intelligence highlight caution and opportunities.
Lee Ferridge
Navigating Rough Waters
Insights across proprietary indicators, risk analytics and inflation intelligence highlight caution and opportunities.
Dan Gerard
Emerging Markets Outlook
Once a proxy for growth, the face of emerging markets and its fault lines are changing.
Marvin Loh
COVID Disruptions and Inflation
Our experts discuss consumer demand, supply disruptions, and expectations for inflation and reflation.
Ben Luk
Shang-hai to Shang-low!
Sudden shifts in China re-directed investors’ attention in 2021. So what’s in store for the second half of the year?
Desmond Soon
Fixed-Income Outlook
With diverse roles in a portfolio,
fixed income is about more than minimizing risk.
Stacie Wang
ESG Investing
New research applies climate change fundamentals in the FX market with an emerging market focus.
Emily Weis
Emerging Markets Outlook
Once a proxy for growth, the face of emerging markets and its fault lines are changing.
Charles Wu
Fixed-Income Outlook
With diverse roles in a portfolio,
fixed income is about more than minimizing risk.
