The UK-listed bank maintains its preference for risk assets, specifically US and Asia ex-Japan equities, citing resilient corporate earnings and sustained enthusiasm for technology. Its investment office projects the S&P 500 will reach 7,950, while gold could climb to $5,100 per ounce by mid-2027. According to global chief investment officer Steve Brice, while the first half of the year benefited from AI-driven optimism, the coming months will demand more active navigation as energy prices and high IPO supply introduce new variables into the market.
Standard Chartered identifies emerging market dollar-denominated bonds as an attractive fixed-income play, positioning gold as a core diversifier against potential stagflation or recession risks. While the firm acknowledges that energy prices remain a primary driver for these outcomes, it views the current macroeconomic backdrop as stable enough to support continued growth, provided investors remain disciplined in their diversification strategies.
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