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.

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.

Future State is a bi‑weekly investing podcast focused on the future of asset management, financial markets, and investment innovation. Hosted by Tadhg Young and Anna Bernasek of State Street, the podcast explores how technology, data, and product innovation are reshaping the business of investing.

Each episode features industry leaders and subject‑matter experts discussing the trends that matter most to institutional investors—AI, digital finance, ETFs, alternatives, regulations, operational transformation and more—helping listeners stay informed, competitive, and future‑ready.

Future State is a bi‑weekly investing podcast focused on the future of asset management, financial markets, and investment innovation.&nbsp;Hosted by Tadhg Young and Anna Bernasek of State Street, the podcast explores how technology, data, and product innovation are reshaping the business of investing.
Each episode features industry leaders and subject‑matter experts discussing the trends that matter most to institutional investors&mdash;AI, digital finance, ETFs, alternatives, regulations, operational transformation and more&mdash;helping listeners stay informed, competitive, and future‑ready.

Future State

Signals Shifting the Industry: Inside the Markets 2026 Outlook

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.

As Ireland prepares to assume the EU Council Presidency in July 2026, Future State explores the implications for Europe&rsquo;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&mdash;leveraging strong alignment between EU priorities and domestic policy to reinforce its position as a leading fund domicile and support long-term investment.

The Irish EU Presidency and Why It Matters

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.

State Street has been tracking private markets longer&mdash;and more deeply&mdash;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&rsquo;s new in this year&rsquo;s data, from persistent investor demand to the realities of democratization and operational scale.

A Sneak Peek at State Street’s 5th Annual Private Markets Survey

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.

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&mdash;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&mdash;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.

Signals Shifting the Industry: Inside the Markets 2026 Outlook

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