Institution
Standard Chartered Global Private Bank Research Hub
Standard Chartered identifies a critical gap in wealth succession planning, noting that only 20% of Asian families have formal structures in place despite a 75% adoption rate for digital assets. To address these complexities, the bank advocates for specialized vehicles like Singapore’s VCC and family offices to navigate multi-jurisdictional tax compliance and forced heirship laws. In its June 2026 outlook, the bank suggests rotating profits from AI-led growth into Euro area equities and equal-weighted strategies to counter volatility from rising bond yields. Significant tail risks are highlighted, specifically a potential 20% supply loss from a Strait of Hormuz blockade, which underscores the need for gold and alternative investments as diversifiers. To further protect portfolios, the research details sophisticated risk-management techniques such as long-volatility strategies using the VIX and quantitative volatility targeting. Finally, the bank warns against emotional decision-making driven by prospect theory, recommending rule-based frameworks to ensure investors maintain the long-term horizon necessary to weather historically short-lived bear markets.
3 reports available
Global Market Outlook
Standard Chartered remains overweight on global equities and gold while favoring Emerging Market bonds, despite risks from Middle East-driven oil supply disruptions. The report emphasizes broadening equity exposure beyond AI-driven semiconductors to laggard regions like Europe and diversified sectors.
Strategic Wealth Planning
This report emphasizes the urgency of strategic wealth planning for ultra-high-net-worth families to manage a massive $124 trillion intergenerational wealth transfer. It explores legal structures like trusts and family offices to mitigate risks associated with cross-border assets and digital investments.
Managing Allocations in Volatile Markets
This report outlines eight key lessons for managing investment portfolios during volatile markets, emphasizing the importance of timeframe, diversification, and disciplined strategies.
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