We examine how institutional investors and sovereign wealth funds have responded to these changing market conditions, focusing on capital flows and portfolio reallocation decisions over the past year

US inflation showed early signs of easing in 2026, but State Street PriceStats data indicates renewed price pressures and fading disinflation momentum.

Risk appetite turned modestly positive in February, but equities dipped on valuation and AI concerns, favoring bonds.

We analyze Japan’s shift to a sustained reflation trend, highlighting evolving inflation drivers, real time pricing signals, and the policy and wage factors likely to influence the outlook.

In this Street Signals episode, State Street Chairman and CEO Ron O’Hanley delivers a clear-eyed assessment of where markets stand and what lies ahead in 2026.

Relevance-Based Prediction can assess a prediction’s reliability from the consistency of the information that forms it, providing a novel perspective that complements conventional measures of confidence.