Recurring series
Standard CharteredGlobal Market Outlook
Finvaulta tracks 3 editions of Global Market Outlook from Standard Chartered, published between May 25, 2026 and August 28, 2026. Each edition is summarized on its own page.
Latest edition · August 28, 2026
wm global market outlook its all about the yield 28 august 2026
Standard Chartered maintains an Overweight stance on global equities—favouring the US and Asia ex-Japan—and reinstates an Overweight on gold amid expected USD weakness. Bond yields are projected to remain capped as inflation worries ease, leading the team to favour 3-5 year maturities and Emerging Market USD debt over DM government bonds.
In its September 2026 Global Market Outlook, Standard Chartered highlights that US bond yields are increasingly capped as inflation concerns recede, supporting a base-case soft-landing scenario (50% probability). The team remains Overweight global equities, driven by strong earnings revisions post-Q2 and structural AI investment tailwinds, with regional preferences for the US, Taiwan, and China, while trimming India to Core. Within fixed income, they favour 3-5 year duration, EM USD sovereign bonds, and credit carry over DM government bonds. Furthermore, an Overweight on gold is reinstated with a 12-month price target of USD 5,000/oz, bolstered by expected USD depreciation and robust central bank demand.
Read the latest edition in fullKey takeaways from the latest edition
- 1.US bond yields are expected to be capped as inflation concerns recede, favouring shorter duration (3-5 years) over extended duration.
- 2.Standard Chartered maintains an Overweight view on US and Asia ex-Japan equities, driven by robust earnings growth and continuing momentum in AI investments.
- 3.An Overweight stance on gold is reinstated with a 12-month target of USD 5,000/oz, supported by resuming USD weakness and persistent Emerging Market central bank purchases.
What this series covers
- Strategy
- Investment strategy and key themes
- Foundation asset allocation models
- Foundation: Our tactical asset allocation
- Macro overview – at a glance
- Fixed Income – at a glance
- Equity – at a glance
- Equity opportunistic views
- Gold, crude oil – at a glance
- FX – at a glance
- Quant perspective: Raising equity Overweight as positioning improves
- Foundation: Asset allocation summary
- Foundation+: Asset allocation summary
- Market performance summary
- Our key forecasts and calendar events
- SC Wealth Select
Edition archive
Series at a glance
- Editions tracked
- 3
- First edition
- May 25, 2026
- Latest edition
- August 28, 2026