Standard Chartered – Global Market Outlook, Mar 2026

This report provides an investment strategy and market outlook for early 2026, focusing on growth and earnings prospects across global markets.

It highlights optimism driven by improving growth and earnings, recommending equities and gold for diversification and positive returns. The report suggests overweight positions in US and Asia ex-Japan equities due to strong corporate fundamentals, and maintains a preference for gold amid strong central bank demand. It also identifies opportunistic equity and bond ideas across various sectors and regions, addressing questions on AI market bubbles, gold attractiveness, and risk asset models.