Taking Stock of '26: A Conversation with Ron O'Hanley

Ron O’Hanley, Chairman and CEO of State Street, is back on the podcast for a wide‑ranging discussion, looking back on the main stories of 2025 and ahead to the forces shaping 2026. Ron and host Tim Graf explore whether risks that once loomed large have faded or simply changed form, and how growth, monetary policy, and AI‑led investment may influence markets in 2026. Asset allocation trends, private markets expansion and global currency dynamics feature, before concluding with a view of State Street’s strategic priorities — from AI adoption to digital assets and ETFs.

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