Shows
Street SignalsAsset Allocation In the Age of FragmentationComing to you from our London Research Retreat, this week's episode of Street Signals explores the ongoing fragmentation in the global political economy and its implications for asset managers and asset owners. In a panel discussion with host Tim Graf, guests Elliot Hentov, head of macro policy research at State Street Global Advisors, and Ramu Thiagarajan, head of Thought Leadership at State Street, discuss how traditional correlation structures are breaking down, drawing parallels to the macro environment of the 1980s and 1990s. Key topics include the reassessment of equity risk premia, whether allocations to fixed income require a re-think...2025-06-1234 min
Street SignalsTariffs: The Price Is FrightHaving underestimated the breadth and size of trade barriers imposed by the United States on all its trading partners, markets continue to come to grips with the short and long term implications across assets, while economists and observers try to wrap their heads around what the global trading system, with the US dollar sitting at its center, will look like in the coming months and years. Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors joins the podcast this week, offering a robust framework for assessing the negotiability and sustainability of tariffs, as well as the...2025-04-1034 min
ASB Investment PodcastGeopolitics and economics: A global outlook for investorsHost Nigel Grant sits down with Elliot Hentov (Chief Geopolitical Strategist, State Street Global Advisors) to discuss critical trends shaping the global economy and financial markets. From the key policy drivers impacting the US economy in 2025 and China’s evolving economic strategy, to Europe’s fiscal challenges and the geopolitics of energy, they explore what these dynamics mean for investors. Plus, Elliot shares insights into the future of digital assets and how blockchain technology may influence global investing.
This podcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or s...2025-03-2527 min
justETF Podcast – Antworten auf eure Fragen zur Geldanlage mit ETFs#170 Trump, Zölle und Inflation: So beeinflusst die Politik dein DepotjustETF Kickoff 2025
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ℹ️ Schulden, Inflation und die Dominanz der US-Unternehmen – was bedeutet das für uns alle? Das hat Susanne bei unserem justETF Kickoff mit Elliot Hentov, Head of Macro Policy Research bei SSGA besprochen. Er hat analysiert, wie Trumps Rückkehr ins Weiße Haus die US-Wirtschaft beeinflussen könnte, ob die Zölle, die er erheben will, die Inflation weiter stei...2025-01-2022 min
FICC FocusNo Existential Euro Risk, But It's Not a Rosy Picture: FX MomentDeteriorating French political headlines are exacerbating the underwhelming French and euro-zone economic narrative, confirming what has become a compellingly euro bearish case into 2025. Still, talk of an existential risk to the currency appears premature, and much of the bad news is arguably priced in. Host Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX Strategist, talks to Elliot Hentov, global head of macro policy research at State Street Global Advisors, about what could trigger a turnaround in Europe's fortunes and how that could impact asset allocations into 2025.Elliot and Audrey also touch on president-elect Donald Trump's key appointments so...2024-12-0316 min
Investing for Tomorrow7. Investing in a world of uncertainty: the geopolitical lensIn our fast-evolving world, global events influence the financial landscape in unprecedented ways. Join us as we speak to Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors to unpack the influence of geopolitics on the world of investing. This episode offers insights on navigating global trends, from shifting alliances to economic policies. Discover how these dynamics shape both short- and long-term investment strategies and gain a clearer perspective on geopolitical risks and opportunities. Tune in to learn how global power shifts and policy trends are impacting markets today and what investors should consider i...2024-11-2024 min
Handelsblatt Today - Der Finanzpodcast mit News zu Börse, Aktien und GeldanlageUS-Spezial zu den Präsidentschaftswahlen 2024 – Harris oder Trump? (Folge 1)
262 Millionen Wahlberechtigen in den USA entscheiden bei den Wahlen am 5. November, wer ins Weiße Haus und in den Kongress einzieht. Wird die aktuelle Vize-Präsidentin Kamala Harris das Rennen machen oder der ehemalige US-Präsident Donald Trump?
In einer fünfteiligen Sonderstaffel analysieren wir von heute an im Handelsblatt Spezial zu den Präsidentschaftswahlen die wirtschaftlichen, finanziellen und außenpolitischen Folgen dieser Entscheidung. Dazu diskutieren die Hosts Nicole Bastian und Katharina Kort in der ersten Folge mit der Buchautorin Sandra Navidi, dem Finanzmarktexperten Elliot Hentov und mit unserer Handelsblatt-Wall Street- Korrespondentin Astrid Dörner.
„Man hat l...2024-11-0132 min
Street SignalsFrom Polling to Portfolios: Assessing the Post-Election Market LandscapeThe US Presidential election is six weeks away, polls are dead-locked and the most relevant questions for markets remain open. Which electoral barometers are of greatest relevance as Election Day approaches? Where are the post-election gaps in the two candidates' policy possibilities the widest? And which markets are most underpriced for the risks those gaps entail? Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors, returns to the podcast with his unique and thought-provoking insights on all of those questions, and much more, as the countdown to November 5th rolls on.See omnystudio.com...2024-09-2632 min
Digital Bytes by Team Blockchain Radio; Powered By Cyber.FMAsset Tokenization: What, Why & When? A Primer on the Technological Disruption of Capital Markets by Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors w/ Jonny FryThe shift to digitally native financial instruments promises a major transformation whereby raising questions about its rollout and which assets will be tokenised first. Tokenisation could radically change supply and demand dynamics, benefiting specific markets. It offers practical perks such as faster settlements and lower fees, enhancing market transparency and liquidity. However, widespread adoption will be slow due to regulatory and technological hurdles but by lowering entry barriers for issuers and investors, particularly in inefficient markets, tokenisation could spawn new economic models and products. Furthermore, increased asset fungibility might reshape capital allocation and trading, so impacting financial linkages between...2024-09-1521 min
Digital Bytes by Team Blockchain Radio; Powered By Cyber.FMS5 E33 - 14th August 2024 Digital Bytes with Jonny Fry and James Tylee featuring Elliot Hentov, Head of Macro Policy Research at State Street Global AdvisorsUS politicians woo crypto advocates - in a world where digital currencies are reshaping finance, the intersection of cryptocurrency and politics is a new battleground for American voters. As the 2024 US Presidential election approaches, candidates are asking: Could embracing crypto be the key to winning the White House? This electoral cycle, crypto policy is crucial, making us wonder whether, in a political landscape valuing authenticity and innovation, could betting on the future of finance be the smartest move for leaders? And what does this crypto-political dance reveal about the evolving ties between technology, democracy and the American dream?
2024-09-1541 min
The OMFIF PodcastGeopolitical risks: What’s at stake for investors?Taylor Pearce, senior economist, Economic Monetary Institute at OMFIF, hosts Elliot Hentov, head of macro policy research at State Street Global Advisors, to discuss the interplay between geopolitics and financial markets. Hentov outlines several risk factors that could impact markets – including geopolitical shocks, risk premium repricing and the upcoming US election – and what investors are doing as a result.
2024-04-2519 min
Street SignalsElection 2024: Navigating the Twists and Turns of the US Election CycleThe 2024 US election cycle has begun in earnest, with next week's Super Tuesday primaries likely to solidify Joe Biden and Donald Trump as their respective parties' nominees for President. Elliot Hentov from State Street Global Advisors rejoins the podcast, cutting through the hype cycle to offer a more informed read of polling, the likely balance of power and possibility in the outcomes across executive and legislative elections and the exogenous events that could influence the process along the way. The traditional cyclical implications of election season, as well as the stark differences between presidential and party platforms, carry meaningful...2024-02-2939 min
The Tao of Chao PodcastDefining Central Bank Digital Currency (CBDC) with Elliot Hentov | Tao of Chao 13Welcome to Tao of Chao, where we explore some of the most important topics in finance and economics. Join Philip Chao as he welcomes Elliot Hentov back for an important discussion on Central Bank Digital Currency (CBDC). Elliot is the head of macro policy research and chief geopolitical strategist at State Street Global Advisors, so he's got a unique insight into this topic. Discover why CBDCs are growing in popularity, how they differ from cryptocurrencies, and what implications they have for public policy. Watch now!👓 Learn more about our HOSTPhilip ChaoWeb...2023-11-0752 min
Street SignalsMiddle East Conflict and Geopolitical FragmentationMarkets often struggle to discount geopolitical risk and the response to the extreme violence in the Middle East last week and subsequent escalation of rhetoric seems to be no exception. Relatively benign movements in energy and capital markets thus far perhaps betray a complacency that our guest this week, Elliot Hentov from State Street Global Advisors, believes could be tested. Fragmentation globally and within the US political system make this a particularly fraught period as we look to assess the short- and long-term ramifications of yet another geopolitical flashpoint.See omnystudio.com/listener for privacy information.2023-10-1934 minThe Tao of Chao PodcastDr. Elliot Hentov - State Street Global Advisors | Tao of Chao 05Join Philip Chao as he welcomes Dr. Elliot Hentov, Chief Geopolitical Strategist, and head of macro policy research at State Street Global Advisors, to discuss geopolitics and its impact on the global financial markets. From the changing dynamics between major powers to the challenges of portfolio construction in a multipolar world, should we still consider investing in foreign markets? #TaoOfChao #Geopolitics #FinancialMarkets #Investing #GlobalEconomy #MacroPolicyResearch #PortfolioConstruction #InvestingInsights👓 Learn more about our HOSTPhilip ChaoWebsite: https://philipchao.usFollow Philip on LinkedInDISCLOSURE: Views expressed in the Tao o...2023-06-0146 min
FOCUS MONEY Talks#37 Auf diese geopolitischen Risiken müssen Anleger achten – Makropolitik-Experte Elliot Hentov, State StreetDer Angriffskrieg Russlands auf die Ukraine dauert unvermindert an, da bahnt sich schon der nächste Konflikt seinen Weg. China droht inzwischen unverhohlen mit der Invasion in Taiwan. Wenig Gutes verheißt zudem die Stichwahl in der Türkei. Und den USA droht die Zahlungsunfähigkeit. Geopolitische Risiken haben deutlich zugenommen. Was das für Unternehmen und Investoren bedeutet, darüber sprechen wir diese Woche mit Elliot Hentov, Chefstratege für Makropolitik bei State Street Advisors.Jetzt Aktien kaufen? Was tun bei Inflation und steigenden Zinsen? Wie tickt die Wirtschaft? Ihr interessiert Euch auch für alle The...2023-05-2643 min
Investment OfficerState Street SPDR: A troubling 2023While 2022 turned out to be a nervous year, 2023 will be troubling for investors. Elliot Hentov, Chief Geopolitical Strategist of State Street Global Advisors, is not very optimistic about the upcoming year, both in geopolitical and macroeconomic terms. He is particularly concerned about the risk that the reopening-fueled boom will give way to a bust induced by aggressive monetary tightening. Investment Officer is an editorially independent media platform in the Benelux countries providing industry news and insights to investment professionals working for asset owners, asset managers and asset servicing companies. The Netherlands: http://w...2022-11-0226 min
Bitcoin & Beyond | Dein Geld neu denkenUkraine-Krieg und Börse: Was bleibt von der Zeitenwende?WirtschaftsWoche Börsenwoche
Der russische Überfall auf die Ukraine im Februar war eine Zäsur – auch für die Kapitalmärkte. Die Zeiten ultraniedriger Zinsen sind vorbei; eine Friedensdividende gibt es nicht mehr und die Globalisierung wird teilweise rückabgewickelt. Nach gut einem Vierteljahr ziehen wir Bilanz: Welche Annahmen von damals haben sich bestätigt? Welche nicht? Und wie geht es jetzt weiter? Darüber spricht Georg Buschmann in dieser Folge des BörsenWoche-Podcasts mit Elliot Hentov. Der Experte für internationale Beziehungen leitet das Politik-Research der US-Fondsgesellschaft State Street.
Disclaimer: Dieser Podcast ist keine Anlageberatung, sondern dient ledigl...2022-06-1317 min
Taking StockThe End of Globalisation, Quitting at the Top & Women in STEMMany point to the invasion of Ukraine and the pandemic as the catalyst, others say it started back with the banking crisis of 2008, but are we actually witnessing the end of globalisation as we know it? Elliot Hentov, Head of Policy and Research at State Street Global Advisors joined Mandy to discuss.
Quitting while you're ahead - Mandy speaks to Executive Psychologist & Coach, Jill Walker, about why some high achievers choose to step away when they are at the top of their game.
And Prof. Orla Feely, President of Engineers Ireland and Vice-President for Research, Innovation, and Impact at University...2022-04-0142 min
The Cost of Doing BusinessS&P: Security a greater threat to Israel's credit rating than deficitS&P: Security a greater threat to credit rating than 2015 deficit
S&P Sovereign Credit Analyst Elliot Hentov says Israel's credit rating will probably not be thrown off by a spike in this year's deficit, provided it comes back down in the coming years. More worrying for the credit rating, he added, is Israel's security outlook.
Histadrut threatens general strike over postal workers
An ongoing labor dispute between the government and Israel Postal Company could lead to a general strike. Uriel Lynn, President of the Federation of Israeli Chambers of Commerce, tells TLV1...2014-09-2256 min