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.

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Alberto Cavallo

COVID Disruptions and Inflation

Our experts discuss consumer demand, supply disruptions, and expectations for inflation and reflation.

Neil Clark

Julio Callegari

Fixed-Income Outlook

With diverse roles in a portfolio,
fixed income is about more than minimizing risk.

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Alex Cheema-Fox

ESG Investing

New research applies climate change fundamentals in the FX market with an emerging market focus.

Sue

Dwyfor Evans

Navigating Rough Waters

Insights across proprietary indicators, risk analytics and inflation intelligence highlight caution and opportunities.

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Lee Ferridge

Navigating Rough Waters

Insights across proprietary indicators, risk analytics and inflation intelligence highlight caution and opportunities.

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Dan Gerard

Emerging Markets Outlook

Once a proxy for growth, the face of emerging markets and its fault lines are changing.

Marvin Loh

Marvin Loh

COVID Disruptions and Inflation

Our experts discuss consumer demand, supply disruptions, and expectations for inflation and reflation.

DR.Pippa

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?

Will-Kinlaw,CFA

Desmond Soon

Fixed-Income Outlook

With diverse roles in a portfolio,
fixed income is about more than minimizing risk.

Mark Kritzman

Stacie Wang

ESG Investing

New research applies climate change fundamentals in the FX market with an emerging market focus.

Weis

Emily Weis

Emerging Markets Outlook

Once a proxy for growth, the face of emerging markets and its fault lines are changing.

George Serafeim

Charles Wu

Fixed-Income Outlook

With diverse roles in a portfolio,
fixed income is about more than minimizing risk.