Global Market Outlook

Standard Chartered remains bullish on global equities and gold for early 2026, citing robust earnings growth and a macroeconomic soft landing. They recommend adding to US and Asia ex-Japan equities while viewing current AI valuations as fundamentals-supported rather than a bubble.

Key Takeaways

• 1.The outlook for early 2026 is optimistic, driven by improving economic growth and robust corporate earnings.
• 2.Equities remain a preferred asset class, with a specific recommendation to add exposure to US and Asia ex-Japan markets.
• 3.Gold is maintained at an Overweight status, supported by strong central bank demand and its role as a strategic diversifier.

Table of Contents

• Strategy
• Macro overview – at a glance
• Asset classes
• Additional perspectives
• Performance review
• Perspectives on key client questions
• Redefining wealth through health and wellness
• Foundation: Asset allocation summary
• Foundation+: Asset allocation summary
• Market performance summary
• Our key forecasts and calendar events
• SC Wealth Select

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