Digital & Technology
Feb 4, 2026     Hubbis
Standard Chartered’s Global Chief Investment Office (CIO) has introduced a new equity market newsletter, Long Story Short, aimed at delivering concise insights on key market drivers and trends.
The inaugural edition features a proprietary AI bubble meter, a confidence index designed to help investors assess the risk and reward of AI-related investments amid ongoing market uncertainties.
For February, the AI bubble meter indicates an improved risk-reward profile for AI, projecting a potential 5–10 percent return over the next three to six months. Despite this optimism, the bank remains cautious about the disruption risks posed by accelerating AI adoption to traditional sectors such as hardware, legacy software, and service industries.
The newsletter aims to provide investors with timely perspectives on navigating equity markets in 2026, addressing evolving geopolitical challenges and the dynamic AI investment landscape. Future editions will expand coverage to broader equity themes and global market narratives.
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