State Street Global Advisors: he DeFi Bridge Report: DeFi's Maturation into Programmable Finance

Registrieren Sie sich noch heute.

Global Market Outlook 2026

State Street Investment Management lädt Sie herzlich zum traditionellen Kapitalmarktausblick in Ihrer Stadt ein. Hierbei werden wir neben einer Analyse der aktuellen Entwicklungen an den Finanzmärkten einen Ausblick auf das kommende Jahr geben.

Vor dem Hintergrund geopolitischer Spannungen, geldpolitischer Kurswechsel und struktureller Herausforderungen in Europa möchten wir gemeinsam mit Ihnen die möglichen Auswirkungen auf die Ökonomien, Aktien-, und Rentenmärkte diskutieren. Die US-Wirtschaft zeigt sich zwar bisher relativ robust, während Europa mit stagnierender Industrieproduktion und Reformbedarf konfrontiert ist. Die Zentralbanken stehen vor einem Balanceakt zwischen Inflationsbekämpfung und Wachstumsförderung. Themen wie protektionistische Massnahmen, Währungsvolatilität, sektorale Umschichtungen und ESG-Transformation prägen daher die Kapitalmarktperspektiven für 2026.

Diskutieren Sie mit unseren Kapitalmarktexperten Dr. Elliot Hentov (Head of Macro Policy Research) und Konrad Kleinfeld (Head of Fixed Income Sales, EMEA) über Marktchancen und -risiken sowie Investmentideen für das kommende Jahr.

Wir freuen uns auf Ihre Teilnahme und einen anregenden Dialog.

Mit freundlichen Grüssen

Ihr Team von State Street Investment Management

Registrieren Sie sich hier. Wir freuen uns auf den Austausch mit Ihnen!

Mit der Annahme dieses Geschenkes und/oder dieser Bewirtung erkennen Sie an, dass dieses Geschenk und/oder diese Bewirtung mit den Richtlinien Ihrer Organisation und den geltenden gesetzlichen Bestimmungen vereinbar ist.

Marketing Communication. For Investment Professional Use Only.

Your acceptance of this gift and/ or entertainment is an acknowledgement that this gift and/ or entertainment are consistent with your organization’s internal policies and applicable regulatory requirements.

Important Information: State Street Global Advisors Europe Limited is regulated by the Central Bank of Ireland. Registered office address 78 Sir John Rogerson’s Quay, Dublin 2. Registered Number: 49934. T: +353 (0)1 776 3000. F: +353 (0)1 776 3300.

Germany: State Street Global Advisors Europe Limited, Branch in Germany, Brienner Strasse 59, D-80333 Munich, Germany ("State Street Global Advisors Germany"). T +49 (0)89 55878 400. State Street Global Advisors Germany is a branch of State Street Global Advisors Europe Limited, registered in Ireland with company number 49934, authorised and regulated by the Central Bank of Ireland, and whose registered office is at 78 Sir John Rogerson’s Quay, Dublin 2

The information contained in this communication is not a research recommendation or ‘investment research’ and is classified as a ‘Marketing Communication’ in accordance with the Markets in Financial Instruments Directive (2014/65/EU) or applicable Swiss regulation. This means that this marketing communication (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research (b) is not subject to any prohibition on dealing ahead of the dissemination of investment research.

The information provided does not constitute investment advice as such term is defined under the Markets in Financial Instruments Directive (2014/65/EU) and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell any investment. It does not take into account any investor's or potential investor’s particular investment objectives, strategies, tax status, risk appetite or investment horizon. If you require investment advice you should consult your tax and financial or other professional advisor.

This communication is directed at professional clients (this includes eligible counterparties as defined by the appropriate EU regulator or applicable Swiss Regulator) who are deemed both knowledgeable and experienced in matters relating to investments. The products and services to which this communication relates are only available to such persons and persons of any other description (including retail clients) should not rely on this communication.

All information is from State Street Global Advisors unless otherwise noted and has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. The whole or any part of this work may not be reproduced, copied or transmitted or any of its contents disclosed to third parties without SSGA’s express written consent.

Investing involves risk including the risk of loss of principal. Past performance is not a guarantee of future results.

Investing in foreign domiciled securities may involve risk of capital loss from unfavourable fluctuation in currency values, withholding taxes, from differences in generally accepted accounting principles or from economic or political instability in other nations. Equity securities may fluctuate in value in response to the activities of individual companies and general market and economic conditions. Bonds generally present less short-term risk and volatility than stocks, but contain interest rate risk (as interest rates raise, bond prices usually fall); issuer default risk; issuer credit risk; liquidity risk; and inflation risk. These effects are usually pronounced for longer-term securities. Any fixed income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.

Diversification does not ensure a profit or guarantee against loss.

The trademarks and service marks referenced herein are the property of their respective owners. Third party data providers make no warranties or representations of any kind relating to the accuracy, completeness or timeliness of the data and have no liability for damages of any kind relating to the use of such data.

This Message may contain confidential information intended only for the use of the addressee named above. If you are not the intended recipient of this message you are hereby notified that any use, dissemination, distribution or reproduction of this message is prohibited. If you are not the intended recipient of this email communication, please notify us immediately by email direct to the sender and then destroy any electronic or paper copy of this message.

8466950.1.1.EMEA.INST

EXP: 30/10/2026

© 2025 State Street Corporation - All Rights Reserved

This email is classified as Limited Access.