State Street Global Advisors
@StateStreetGA
Insights and market perspectives from the fourth largest asset manager in the world. Official account.
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https://www.ssga.com/ 27-07-2018 18:57:53
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Equities are favorable with strong momentum and healthy balance sheets, but our outlook for fixed income has deteriorated. We have increased our exposure to equities, particularly benefitting European equities.
Read more: ms.spr.ly/6012YjOVG
#assetallocation
In election years, investors in US equities have historically used sector investing to reflect views on the parties’ policy stances.
We look at which sectors are likely to benefit or lose out, depending on the election outcome. Read more: ms.spr.ly/6019YwBOZ
#USelection
Against the backdrop of considerable recent volatility, Aaron Hurd looks at what’s next for the Japanese yen.
Read more: ms.spr.ly/6010YVFcu
#shareworthy
As national elections in India are in full swing, Krishna Bhimavarapu, our APAC Economist, explores the opportunities and risks in India through the lens of macroeconomics.
Get the full outlook here: ms.spr.ly/6017Y3A4P
#shareworthy
Don’t miss Lori Heinel’s op-ed in the Financial Times. In this opinion piece, Lori analyzes the escalating global #debt and its impact on investors. A must-read for those following economic trends.
Read the complete article (paywalled): ms.spr.ly/6018YDRFG
#shareworthy
The latest round of inflation reports has prompted many to reassess expectations about potential interest rate cuts. But how long can the Federal Reserve wait?
We share our views on why the Fed should be making its first cut this summer: ms.spr.ly/6012Y8Px2
#shareworthy
Emerging markets perform favorably across all factors, with sentiment turning optimistic in March and price momentum slightly improving.
We make no significant forecast changes; we maintain a healthy overweight to equities. Read more: ms.spr.ly/6017YBXvx
#assetallocation
Our rates outlook is now out of consensus. We expect consecutive 25 bp cuts, starting from the Fed’s June meeting. Two months ago, most agreed with this assessment; however, now, we appear to be standing alone: ms.spr.ly/6011cm2Xv
#shareworthy
We are pleased to announce that Yie-Hsin Hung has been selected to Barron's 100 Most Influential Women in U.S. Finance list for the fifth consecutive year. Congrats to Yie-Hsin Hung on the much-deserved recognition > barrons.com/women-in-finan…
As the Japanese equity rally takes the market to new highs, our strategists shine a light on the key factors likely to influence returns through 2024 and beyond.
Read more: ms.spr.ly/6014cit4g
#shareworthy