Insights

Investment Outlook 2026

Fuel in the engine

With policy and innovation powering the global economy, investors are on a journey full of promise and potential derailments. Read our Investment Outlook 2026 to discover how diversifying across regions and sectors, and preparing for inflation or asset bubbles can help navigate the twists and turns.

Explore

Foundations of Alternatives

Foundations of Alternatives seeks to demystify alternatives by highlighting five key pillars that are essential for understanding and navigating the alternative investment landscape.

Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Webconferences

Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

Long-Term Capital Market Assumptions

Discover the latest edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

Market Insights

Featured On the Minds of Investors

Featured

Investment Outlook 2026

Explore our Investment Outlook, with insights on what you need to know about global markets and economies.

Investment Principles

Investing for the future successfully doesn't require prediction. See how strategies like compound interest investing can help you in the long-term at J.P. Morgan.

On the Minds of Investors

Key questions shaping the outlook for AI megacaps

Uncover how AI megacaps are tackling innovation, business shifts, and future chip demand in a changing landscape.

UK Budget 2025: What to Expect from the Chancellor’s Fiscal Plans

Explore how the UK Chancellor must weigh tax increases against spending cuts to resolve a fiscal shortfall.

A weak UK economy is not a headwind for UK large caps

Explore how UK large-cap stocks remain a smart portfolio choice, thanks to international revenue streams, high dividend yields, and supportive policy trends.

The cost of holding cash in a volatile market

Is cash really king in today's volatile market? Discover why a diversified portfolio might be a smarter investment choice.

Understanding small cap valuations

Understand the drivers of small cap stock valuations and find out why small cap investing could offer attractive opportunities for long-term investors.

US tariffs: What to do and what not to do

Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against varied risks and capitalise on opportunities amid the current economic uncertainty. Updated regularly.

A new path for the US dollar

Explore the factors behind the US dollar's recent peak valuation, find out why the dollar is expected to decline gradually from here, and discover strategies for managing currency exposures amid evolving economic and trade dynamics.

Rethinking equity income in volatile markets

Find out how regional diversification and income strategies—from the income available from dividend-paying stocks, or the additional income provided by premiums from covered call options—could help investors maintain a more defensive equity market exposure in the current volatile market environment.

A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

Understanding the shifting risks of passive investing

Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.

How to invest in an age of tariffs and growing trade tensions

Find out how US tariffs may impact markets and learn strategies for investing during rising trade tensions. Explore inflation risks, market dynamics and the potential investment implications

Japan is changing – opportunities and risks for equity investors

Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities

Sustainability and portfolio returns

Read about the complex issues at the heart of measuring the financial impact of ESG investing.

View more On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views 4Q 2025

U.S. and global growth look to be resilient in 2026. Our pro-risk tilt in portfolios is expressed through equities, while tight spreads keep us near neutral in credit. Big tech continues to lead in earnings and cash flow generation. We anticipate a weaker dollar and steeper yield curves.

Read the latest views

Global Fixed income views 4Q 2025

Amid strong corporate balance sheets and global fiscal expansion, the U.S. is likely to avoid recession, although growth may slow. We approve Federal Reserve policymakers’ pause, given current uncertainties. We favor non-U.S. exposures, emerging market debt, AT1 securities and securitized credit.

Read the latest views

Global Equity Views 4Q 2025

Profits seem to be accelerating and 2026 looks solid. Many of our investors have become somewhat more cautious. We suggest diversifying from recent winners and focusing strongly on quality stocks, especially in the small cap space.

Read the latest views

Emerging Market Debt Quarterly Strategy

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.

Read the latest views

Factor Views 4Q 2025

Equity factors continued to diverge by region: U.S. equity value and quality were challenged by a speculative market tone, while international equity factors posted another strong quarter. Momentum and carry factors were all positive.

Read the latest views

What’s rattling emerging market equities and where they may go from here

Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.

Read the latest views

ETF Perspectives

Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.

Find out more

Sustainable Investing Insights

We believe that ESG considerations can play a critical role in a long-term investment strategy.

Explore our insights

The value of investments may go down as well as up and investors may not get back the full amount invested.

Fund Explorer

Capabilities

Fund Information

Market Insights

Portfolio Insights

ETF Insights

Webconferences

Stay Current

Foundations of Alternatives

Market Insights

Webconferences

Long-Term Capital Market Assumptions

Market Insights

Investment Outlook 2026

Investment Principles

Portfolio Insights

Global Asset Allocation Views 4Q 2025

Global Fixed income views 4Q 2025

Global Equity Views 4Q 2025

Emerging Market Debt Quarterly Strategy

Factor Views 4Q 2025

What’s rattling emerging market equities and where they may go from here