What are leading wealth firms focused on today? In a recent conversation with State Street, Jeffrey Levi of Deloitte discussed how wealth firms are responding to changing client expectations, enhancing advisor experiences and expanding access to products and services. The conversation explored the priorities shaping the wealth industry and how firms are positioning themselves for growth in a changing market. Learn more about how #StateStreetWealthServices supports wealth firms with integrated technology, custody, clearing, trading and investment capabilities. statestreet.com/wealth-servi…

What's driving inflation beyond the headline numbers? In a recent insights video, Jamie Stewart, Product Engineer and Commercial Lead for Data Intelligence at State Street, discusses how investors can gain a deeper understanding of inflation by looking beyond traditional measures. State Street PriceStats Superset combines high-frequency, item-level pricing data with more than a decade of #StateStreetPriceStats history, providing a more detailed view of inflation trends and the categories contributing to price changes. Watch the video to learn more about Superset and our other Data Intelligence offerings: statestreet.com/us/en/soluti…

Are FX carry trades becoming vulnerable? FX carry trades have delivered strong risk-adjusted returns over the past year by capturing the yield differential between higher- and lower-yielding currencies. As rate markets become more volatile, however, investors are taking a closer look at the risks. On this week's #STTStreetSignals, @timgraf, Head of Macro Strategy, EMEA, examines positioning across currency markets, where vulnerabilities may be emerging and what volatility could mean for carry trades in the months ahead. podcasts.apple.com/us/podcas…

State Street has brought Financing and Portfolio Solutions together under a new Execution, Financing and Clearing team led by Taryn Siglain. By aligning these capabilities, we are expanding the range of solutions available to help clients optimize financing, execute investment strategies and respond more effectively to market opportunities. Learn more about our Execution, Financing and Clearing solutions at State Street. statestreet.com/us/en/soluti…

Official inflation data often arrives after markets have already started to react. In the latest episode of #STTFutureState, Rajeev Bhargava and Marvin Loh discuss why investors may benefit from looking beyond traditional inflation measures and how real-time pricing data can provide earlier insight into the trends shaping markets. They also explore how #StateStreetPriceStats Superset offers a more detailed, category-level view of inflation, helping investors better understand what is driving price changes and market expectations. Listen to the episode: podcasts.apple.com/us/podcas…

How can wealth firms better support clients as retirement needs evolve and wealth transfers across generations? In the latest episode of #STTFutureState, Jennifer Stokes, head of Wealth Custody and Clearing at State Street, discusses decumulation strategies, advice tools and service models designed to support clients through every stage of their financial journey. Watch the full episode: podcasts.apple.com/us/podcas… #StateStreetWealthServices

Success in private markets secondaries depends on more than sourcing attractive opportunities. Managers must navigate complex investor decisions, fund administration requirements, transparency expectations and evolving regulation. In this perspective, Jayne Rice, Global Head of Private Equity at State Street, discusses how general partners can provide liquidity solutions while maintaining operational oversight and investor confidence. Read the full perspective: linkedin.com/pulse/secondary…

Tokenization is moving beyond experimentation and into practical application. Join Angus Fletcher at @Sibos as he explores the business models that tokenization may enable and what they could mean for asset managers, asset owners and the financial infrastructure providers. Learn more about our participation at #Sibos 2026: statestreet.com/us/en/insigh…

We are proud to be recognized once again by the @BosBizJournal as one of Massachusetts' Most Charitable Companies, ranking #8 among 95 organizations. We were also honored with a Corporate Citizenship Community Collaboration Award in recognition of our longstanding partnership with Cathleen Stone Island Outward Bound School. Together, we have supported youth leadership, environmental stewardship and educational access through philanthropy, volunteerism and board leadership. Thank you to our employees, community partners and everyone who contributes their time and expertise to help strengthen the communities where we live and work. Learn more: bizjournals.com/boston/event…

Last week's U.S. CPI report reinforced expectations that the Federal Reserve will raise rates, with price pressures extending beyond energy and pointing to a broader inflation challenge. What does that mean for interest rates? Could spending on AI infrastructure become a factor in the inflation outlook? And what should investors consider as they position portfolios through the rest of the year and into 2027? On the latest #STTStreetSignals, Cayla Seder, Senior Macro Strategist at #StateStreetMarkets, discusses the outlook for inflation, interest rates, and the U.S. dollar. podcasts.apple.com/us/podcas…

Investors have more data than ever. The challenge is knowing what to focus on. State Street Data Intelligence combines proprietary data, market insights and analytical expertise to help investors better understand inflation trends, private market activity and alternative data signals. The result is timely insight that supports more informed investment decisions. statestreet.com/us/en/soluti…

Has the disinflation trend stalled? August data suggests a shift. After two months of easing price pressures, the #StateStreetPriceStats Index rose 0.44% in August, pushing annual inflation to 4.5%. Higher energy prices contributed to the increase, while broader inflation pressures remain relatively contained. What does August's rebound tell us about the inflation outlook? Read the latest State Street PriceStats analysis for a closer look at the data and the forces shaping inflation expectations. statestreet.com/us/en/insigh…

We are pleased to announce the implementation of a securities lending program for Yuanta Funds, one of Taiwan’s leading ETF issuers. The program allows overseas securities held within a Yuanta ETF to be lent through State Street’s global securities lending platform, providing the fund with an opportunity to generate additional portfolio income and help improve return potential for investors. We are proud to support Yuanta’s innovation as it lends overseas securities for the first time through our global borrower network. It also represents our first securities lending mandate for a retail fund in Taiwan. By leveraging the full breadth of our securities lending program, clients have the potential to enhance fund returns, helping to strengthen the funds’ appeal to end-investors in a highly competitive market. Read more: ms.spr.ly/6015abZQB

Wealth firms are looking for integrated solutions that can help them grow, modernize operations and better serve clients. With #StateStreetWealthServices, we are bringing together advisory technology, custody, clearing, trading and investment capabilities on a digital-native platform designed for the wealth market. Learn more: statestreet.com/wealth-servi…

State Street today announced two leadership appointments focused on areas central to our growth strategy and how we serve clients. Mostapha Tahiri has been named president of State Street Alpha, with responsibility for Alpha, Charles River Development, and our broader suite of platform solutions. He will focus on taking Alpha into its next phase of growth, deepening client impact, accelerating innovation, and strengthening our position in the market. He will also continue to serve as chairman of Asia Pacific. Ann Fogarty has been named enterprise chief operating officer. She will lead enterprise technology and operations, advance our technology modernization and AI agenda, and continue to co-lead our enterprise transformation program. These appointments strengthen leadership across two priorities for State Street: accelerating the growth and execution of Alpha and continuing to modernize how technology and operations come together across the firm. Both appointments are effective today. Congratulations to Mostapha and Ann. Read the full announcement: newsroom.statestreet.com/pre…

The Japanese yen may finally be showing the strength investors have anticipated for years. Supported by intervention from Japanese authorities and signs of closer coordination with the United States, a correction in the yen's long-standing undervaluation could become one of the most significant currency developments of the past decade. Why now? Will the yen's recent gains continue? And how far could they go? We spoke with Michael Metcalfe, Global Head of Macro Strategy at #StateStreetMarkets, about the forces driving the yen, the outlook for currency markets and what investors should be watching next. podcasts.apple.com/us/podcas… #STTStreetSignals

The secondaries market has stepped into the spotlight as an essential tool for generating liquidity, rebalancing portfolios, and returning capital. Jayne Rice, global head of Private Equity at State Street, examines why secondaries are one of the fastest-growing segments in private markets today and highlights the operational considerations general and limited partners should consider as the market evolves. Read more:  linkedin.com/pulse/secondary…