21/10/2026
In Q4 2026, investors are navigating a market where resilience and uncertainty continue to coexist.
In its latest Global Market Outlook, published in late September, Standard Chartered’s Chief Investment Office highlighted strong earnings growth, higher oil prices, rising bond yields and central-bank policy as key factors shaping markets.
In that outlook, the CIO took a constructive view, with an Overweight position in global equities and a preference for the US and Asia ex-Japan. Current bond yields continue to offer income opportunities, with a preference for emerging market US dollar bonds and a focus on limiting duration risk, while gold remains an Overweight allocation.
For investors, this calls for deliberate positioning: staying invested, maintaining diversification and retaining the flexibility to act when periods of volatility create opportunities.
Explore Standard Chartered’s market insights and wealth solutions at sc.com/my/investments, or visit your nearest Standard Chartered branch to learn more.