US midterms may breed a lame duck

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With our overall asset class views still favouring growth assets driven by positive views in particular for US equities, the US midterms on November 6th have the potential to upset the apple cart. However, with midterm elections just weeks away, our view is that we are entering a bit of a lame duck period in […]

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State Street Global Advisors defines the formula for retirement happiness

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State Street Global Advisors, the asset management arm of State Street Corporation (NYSE: STT), has announced that it has defined a ‘formula for retirement happiness.’ In a new research paper, entitled The Global Retirement Reality Report: The Happiness Formula, State Street Global Advisors compares objective rankings of various retirement systems with qualitative results from a […]

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State Street Global Advisors reports Fearless Girl’s Impact: More than 300 companies have added female directors

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State Street Global Advisors, the asset management business of State Street Corporation (NYSE: STT), has announced its latest impact figures for the Fearless Girl campaign, demonstrating continued progress for the firm’s gender diversity asset stewardship programs in the US, UK, Australia, Japan, Canada and continental Europe. Since the introduction of Fearless Girl in 2017, more […]

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Tracking the Alpha Female – six techniques financial advisers can employ when working with female investors

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In line with International Women’s Day, State Street Global Advisors’ SPDR ETF business has released its Tracking the Alpha Female whitepaper, which explores six techniques financial advisers can employ when working with female investors. Overview Despite now controlling $11 trillion in investable assets, 39% of women in the US still feel misunderstood by the investment […]

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Global income strategies for Australian investors

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State Street Global Advisors’ SPDR ETF business has released its Global Income Strategies for Australian Investors whitepaper, which details the opportunities for Australian investors to access new income opportunities through global income ETFs. Overview Following the market volatility of recent years, Australian investors have shown a strong appetite for yield-oriented investments. Our ageing population, combined […]

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Robo Advice: Leverage efficiencies while enhancing the value of personal guidance

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Technology is fast evolving the landscape of our industry. One such example, and relatively new in practice, is robo advice – where financial advice providers focus on creating a technology-driven relationship directly with investors. Robo advice leverages client information and algorithms to build and manage automated portfolio allocation and investment recommendations tailored to individual clients. […]

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