Future State

Епізоди

• Scaling the Future of Private Markets 21.07.2026 15хв

  In this episode of Future State, hosts Anna Bernasek and Tadhg Young speak with Yvonne Garcia, Head of Asset Manager Clients, North America at State Street, about the next phase of growth in private markets. Drawing on insights from State Street's fifth annual private markets survey, they explore the rise of individual investor access, the operational challenges of scaling private markets, and the critical role of liquidity, data quality, and infrastructure in supporting long-term industry growth.See omnystudio.com/listener for privacy information.
• The signals emerging from the State Street Markets Research Retreat 09.07.2026 19хв

  What makes the State Street Markets Research Retreat one of the industry's most distinctive investor events? In this episode, join Michael Metcalfe, Head of Macro Strategy at State Street Markets, as he shares the history and evolution of the global retreat series and unpacks the market forces shaping the investment landscape today, including inflation, AI, investor behavior, and political risk.See omnystudio.com/listener for privacy information.
• The Irish EU Presidency and Why It Matters 25.06.2026 19хв

  As Ireland prepares to assume the EU Council Presidency in July 2026, Future State explores the implications for Europe’s financial services landscape. With key reforms underway across retail investment, pensions and UCITS, the episode highlights how Ireland can help shape capital markets outcomes—leveraging strong alignment between EU priorities and domestic policy to reinforce its position as a leading fund domicile and support long-term investment.See omnystudio.com/listener for privacy information.
• A Sneak Peek at State Street’s 5th Annual Private Markets Survey 16.06.2026 12хв

  State Street has been tracking private markets longer—and more deeply—than most in the asset servicing industry. In this sneak peek of our fifth annual Private Markets Survey, we reflect on five years of findings and explore what’s new in this year’s data, from persistent investor demand to the realities of democratization and operational scale.See omnystudio.com/listener for privacy information.
• The ETF Signals heard across three continents 01.06.2026 21хв

  As ETFs continue to evolve from a product wrapper into core market infrastructure, global perspectives are becoming increasingly important. In this episode of Future State, we explore how the ETF landscape is changing across regions—and what those shifts mean for issuers, asset managers, and investors. Anna Bernasek is joined by Jeff Sardinha, Global Head of ETF Solutions at State Street, following an extended global roadshow across Europe, Asia, and Australia. Drawing on conversations with clients, exchanges, and regulators, the discussion examines the forces shaping the next phase of ETF growth—from the rise of active strategies and expanding use cases to regulatory developments, market structure, and the growing complexity of products. The conversation offers a grounded, global view on where momentum is building, how firms are adapting, and what industry leaders should be watching as ETFs continue to scale and mature.See omnystudio.com/listener for privacy information.
• The Shifting Global Landscape for Retirement 12.05.2026 20хв

  In this episode hosts Tadhg Young and Anna Bernasek explore the shifting global landscape for retirement and what it means for financial services. They’re joined by Brendan Curran, Head of US Retirement at State Street Investment Management, and Jasper Martens, CMO of PensionBee, to discuss the macro forces reshaping retirement systems: longevity, changing career patterns, technology-driven engagement, and evolving capital markets. The conversation highlights emerging opportunities as firms adapt to a fast-changing market.See omnystudio.com/listener for privacy information.
• Digital Assets: A Regulatory Reality Check 28.04.2026 21хв

  As digital assets move toward institutional scale, regulation has become the defining factor. In this episode of Future State, we take a clear, fact‑based look at the evolving regulatory landscape and what it means for institutional markets. Cutting through hype and speculation, the conversation explores how regulation is shaping operating models, risk decisions, and the path from experimentation to scale.See omnystudio.com/listener for privacy information.
• Beyond the Buzzwords: Digital Assets, Defined for Institutions 31.03.2026 14хв

  In this episode, we explore the future of digital assets through a clear, fact-based lens—cutting through complexity to focus on the trends and regulatory developments that matter most. From evolving market dynamics to policy considerations shaping institutional adoption, the conversation provides essential context for navigating what’s ahead. Listeners will come away with a grounded understanding of how digital assets are maturing, where momentum is building, and how regulatory frameworks are influencing the path —cutting through complexity to focus on the trends and regulatory developments that matter most.See omnystudio.com/listener for privacy information.
• 2026 Private Markets Outlook: Access, Scale and the New Operating Reality 17.03.2026 21хв

  As private markets evolve, access is expanding, but so is complexity. In this episode of Future State, Tadhg Young and Katherine Lucas are joined by State Street’s Global Head of Alternatives, Scott Carpenter and Alpha FMC’s Jonathan Balkin to explore the structural forces shaping private markets in 2026. The conversation encompasses key themes influencing the space, from semi‑liquid vehicles and operational scale to retirement access and asset class opportunities. A pragmatic, execution‑focused conversation for leaders navigating what comes next. See omnystudio.com/listener for privacy information.
• Signals Shifting the Industry: Inside the Markets 2026 Outlook 03.03.2026 20хв

  In this episode, Lee Ferridge, Senior Managing Director, Head of Multi-Asset Strategy, The Americas joins us to unpack Market Signals and Shifts: What to watch in 2026, exploring how interest rate trends, currency movements, and asset allocation strategies will shape institutional portfolios. From AI-driven analytics to emerging market opportunities, we break down what these developments mean for asset managers and owners. Tune in for actionable insights and a forward-looking discussion on how we help clients prepare for volatility and structural change.See omnystudio.com/listener for privacy information.
• From Data to Decisions: Intelligence at Market Speed 25.02.2026 20хв

  State Street Data Intelligence transforms proprietary data into actionable insights that help investors make faster, better decisions across investments, operations, and distribution. It delivers near real‑time clarity on inflation, media sentiment and private capital performance by leveraging millions of daily data points and State Street’s unique position across asset classes. Tune in for an in-depth discussion with our head of Data Intelligence, Will Kinlaw.See omnystudio.com/listener for privacy information.
• From ‘Why’ to ‘How’: Inside Digital Asset Allocation for Institutional Investors 18.02.2026 11хв

  In this episode, we unpack the latest Digital Digest, our research driven publication exploring how digital assets and emerging technologies are reshaping the industry based on a large-scale survey of institutional investors. From rising allocations and tokenization trends to the convergence of blockchain, GenAI, and the hybrid future of finance, we break down what these developments mean for asset managers and owners. Tune in for actionable insights and a forward-looking discussion on how State Street is helping clients navigate the digital transformation of financial services. See omnystudio.com/listener for privacy information.