State Street Sees Portfolios Driven by Resilience
State Street Investment Management CEO Yie-Hsin Hung says investors have entered an era where resilient portfolios are ...
President & Chief Executive Officer of State Street Investment Management, State Street Corporation
Search every verified Yie-Hsin Hung interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Yie-hsin Hung, president and CEO of State Street Investment Management, discussed market conditions and investment strategy in recent media appearances. In September 2026, she said investors have entered a new era where resilient portfolios are rewarded, citing increased capital costs, geopolitical tensions, and technological change as pervasive factors. Hung stated that State Street remains at benchmark for equities and fixed income, while emphasizing opportunities in companies with durable earnings and strong balance sheets. She also discussed the firm's target date fund series, which includes a 10% persistent allocation to private markets alongside liquid, index-oriented investments, and noted the launch of a low-cost S&P 500 product as a default option for new accounts. In an August 2026 interview, Hung said the US economy is in good shape and called for the Federal Reserve to hold interest rates steady for the remainder of the year, citing a weaker labor report and an inflation picture that does not support rate increases. She described money market funds as becoming a durable asset class, with investors keeping cash there despite market regime changes. Hung said State Street is overweight equities, primarily in the US and secondarily in emerging markets, and characterized investor sentiment as "more optimistic" on balance, with strong fundamentals offsetting concerns about valuations and debt financing.
State Street Investment Management CEO Yie-Hsin Hung says investors have entered an era where resilient portfolios are ...
State Street Investment Management President and CEO Yie-Hsin Hung says gold and private markets are anchoring many portfolios. Hung says the US economy is in good shape and the Federal Reserve should not raise interest rates this year. She speaks on "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.…
We were surprised, when researching for this interview, to learn that State Street Investment Management are the fourth largest asset manager globally, with circa $6 Trillion of assets. Size confers both opportunity and challenges, however, and in this conversation Yie-Hsin talks about the global savings gap and the evolution of Asset Management. She addresses the place of the historic 60/40 allocations in a world where bonds may not deliver, and inflation is stubborn. She reflects on the turbulence in private markets, the emerging market debt and equity opportunities and why tokenisatio…
Today, we go in-depth with Yie-Hsin Hung, President and CEO of State Street Investment Management, one of the world’s largest asset managers. In this episode you’ll learn: How Yie-Hsin built a strong non-linear career by making thoughtful pivots toward opportunity and skill-building How she’s navigating rapidly evolving markets, AI, and shifting investor expectations Why great leadership today requires adaptability, continuous learning, and the confidence to evolve Timestamps: 00:00 - Introduction 01:24 - Yie-Hsin’s Background: Growing Up in Pittsburgh, Dance, and Engineering 03:15 - Ho…
State Street Investment Management President & CEO Yie-Hsin Hung and Apollo Asset Management Co-President John Zito discuss the risks and opportunities of integrating private market products into retail portfolios, speaking with Bloomberg’s Lisa Abramowicz at Bloomberg Invest New York 2026. -------- Subscribe to Bloomberg Live on YouTube: / @bloomberg_live
... 00:57:14 - Watanabe: ASEAN+3 growth to slow next year 01:02:35 - EXCLUSIVE: State Street's Yie-Hsin Hung on Fed rate path ...
Today's guests are Morgan Stanley Investment Management's Jim Caron, Scotiabank's Louise Chen, State Street's Yie-Hsin Hung ...
State Street is working with clients to figure out the future winners and losers in AI while also looking to understand how to invest ...
Yie-Hsin, President and CEO of State Street Investment Management, shares her journey from engineering to leading one of the ...
Yie-Hsin Hung is the President and CEO of State Street Global Advisors, the world's fourth-largest asset manager, overseeing ...
“I think with the Friday report, it showed the labor economy being a little bit weaker. It's not a really strong source of inflation. And it's really that inflation picture that guides us to say, this is not a time to be raising rates.”
“We are overweight, equities today. US first primarily, emerging market market secondarily, and I think it's really on the backs back of tremendous corporate earnings strength. We think that the economy is in pretty good shape. Although from our perspective, we believe the Fed really should hold steady on rates, and that's what we're calling for for the balance of this year.”
“Today, a lot of the activity and focus is around tokenizing money market funds. We're doing the exact same thing because in large part, whether it's an institution that wants to post collateral and do that in a frictionless way, otherwise they're having to redeem from a money market fund, post cash, not very efficient. But increasingly you have investors basically investing on chain right in their digital wallets.”
“In the US, for example, 85% of all companies with more than 100 million of revenues are privately held. And we all know that the regulatory environment for banks has had them really not be in a position to extend credit. And that's led to the growth in private credit because in some cases, you just can't get the access in the public markets.”
“The 60/40 traditional model worked for a very very long time, but it was also a period of time when we saw declining interest rates for multiple decades. And so under that scenario, bonds actually delivered pretty compelling total returns. We're now in an environment where we're sort of flat to increasing interest rates. And so the likelihood of bonds delivering that kind of total return is much reduced.”
“ETFs continues to be one of the fastest growing areas in the asset management industry. Obviously it was led by the US, but the adoption around the world has been actually kind of surprising. What we've seen in markets like Japan or Germany where there are tax advantage savings plans being introduced by those governments is that that is accelerating individuals use of those kinds of products.”
Sign in to search the full transcript archive, filter by topic, and access every quote from Yie-Hsin Hung.
The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →
Pro unlocks every transcript in full, plus unlimited search across every executive and company we cover.
50% off appliedPulling data at scale? The Data API gives you 30,000 transcripts a month over REST, MCP and JSON.
Compare all plans