LIVE: Research Retreat 2021, North America and EMEA

Navigating the financial markets has never been easy. Add a global health pandemic and economic crisis, a choppy recovery, the effects of climate change and the demand for diversification, and making informed decisions can be even more difficult. While forecasting what lies ahead can be challenging at best, how you prepare for it doesn’t have to be. Industry leaders, academic partners and our own team of macro strategists came together at State Street LIVE: Research Retreat to share their insights on the threat of inflation, an outlook for the second half of 2021, the rise in digital currencies, climate change vulnerabilities, and more.

Watch the session replays below and visit our Resources page for more research and insights.

daniel
 
Alberto Cavallo

COVID Disruptions and Inflation
New measures in the PriceStats index track COVID-19-related supply disruptions’ impact on inflation.

WATCH THE VIDEO

Read the Transcript


Neil Clark
 
Neill Clark

FX Execution Insights                    
Insights on currency returns,
market turbulence, volumes,
liquidity and spreads.                   

WATCH THE VIDEO

Read the Transcript


daniel
 
Noel Dixon

Best Trade Ideas for 2021
In a Shark Tank pitch, our macro strategists share their best trade ideas for 2021.                               

WATCH THE VIDEO

Read the Transcript


Sue
 
Lee Ferridge

Navigating Still Choppy Waters
An uneven rebound from 2020 means markets remain uncertain, but opportunities can be found.

WATCH THE VIDEO

Read the Transcript


Sue
 
Tim Graf

Best Trade Ideas for 2021
In a Shark Tank pitch, our macro strategists share their best trade ideas for 2021.                                  

WATCH THE VIDEO

Read the Transcript


Sue
 
Michael Guidi

Quantifying the Media Narrative
Applying thematic indicators to digital media, our experts discuss quantifying the media narrative. 

WATCH THE VIDEO

Read the Transcript


Sue
 
Benjamin Jones

What’s in Store for Equities?
What’s in store for equities in
the second half of 2021? Our
experts share their views.

WATCH THE VIDEO

Read the Transcript


DR.Pippa
 
Stephanie Kelton

Do Fiscal Deficits Matter?
Modern Monetary Theory teaches
us that fiscal deficits matter;
but inflation matters more.

WATCH THE VIDEO

Read the Transcript


Will-Kinlaw,CFA
 
Will Kinlaw

Hidden Realities of Diversification
Contrary to its status as a core principal of portfolio management, diversification isn’t always desirable.

WATCH THE VIDEO

Read the Transcript


Mark Kritzman
 
Mark Kritzman

The Role of Cryptocurrencies
Cryptocurrencies are gaining steam, though more research is needed on their role in portfolio diversification.

WATCH THE VIDEO

Read the Transcript


Marvin Loh
 
Marvin Loh

Best Trade Ideas for 2021
In Shark Tank style, our macro strategists pitch their best trade ideas for 2021.                                  

WATCH THE VIDEO

Read the Transcript


George Serafeim
 
Gideon Ozik

FX Execution Insights                   
FX execution insights on
market turbulence, volumes,
liquidity and spreads.          

WATCH THE VIDEO

Read the Transcript


George Serafeim
 
George Serafeim

Climate Change Vulnerability and Currency Returns
Groundbreaking research reveals
why climate risk is the ultimate
long-term investment challenge.

WATCH THE VIDEO

Read the Transcript


David
 
David Turkington

Hidden Realities of Diversification
Contrary to its status as a core principal of portfolio management, diversification isn’t always desirable.

WATCH THE VIDEO

Read the Transcript


Marija
 
Marija Veitmane

What’s in Store for Equities?
What’s in store for equities in
the second half of 2021? Our
experts share their views.

WATCH THE VIDEO

Read the Transcript


Wang
 
Stacie (Hui) Wang

Climate Change Vulnerability and Currency Returns

Groundbreaking research reveals
why climate risk is the ultimate
long-term investment challenge.

WATCH THE VIDEO

Read the Transcript


Weis
 
Emily Weis

Navigating Still Choppy Waters                  
An uneven rebound from 2020 means markets remain uncertain, but opportunities can be found.

WATCH THE VIDEO

Read the Transcript


Whitemore
 
Travis Whitmore

Quantifying the Media Narrative               
Applying thematic indicators to digital media, our experts discuss quantifying the media narrative.        

WATCH THE VIDEO

Read the Transcript