Skip to main content
logo
  • My collections
    View saved content and presentation slides
  • Logout
  • Funds
      Contact Us

      Fund Explorer

      • SICAVs
      • Exchange-Traded Funds
      • Liquidity Funds

      Capabilities

      • All Funds
      • Fixed Income
      • Equities
      • Multi-Asset
      • Alternatives
      • ETFs

      Fund Information

      • Fund news and announcements
      • Regulatory updates
      • Capacity management
    • Investment Themes
        Contact Us
        • Overview
        • Europe equity funds
        • Global equity funds
        • Sustainable investing
        • Fixed income
      • Insights
          Contact Us

          Market Insights

          • Market Insights Overview
          • Guide to the Markets
          • Guide to Alternatives
          • Foundations of Alternatives
          • On the Minds of Investors
          • The Weekly Brief
          • Investment Principles
          • Mid-Year Investment Outlook 2026
          • Monthly Market Review
          • Why Alternatives?
          • Podcast: Markets Explained
          • Understanding Finnish savers

          Portfolio Insights

          • Portfolio Insights Overview
          • Equity Insights
          • Fixed Income Insights
          • Multi-Asset Solutions
          • Asset Allocation Views
          • Factor Views
          • Long-Term Capital Market Assumptions
          • ETF Perspectives
          • Alternatives Insights

          ETF Insights

          • ETF Insights Overview
          • Guide to ETFs

          Events

          • Webcasts
        • Library
        • About Us
            Contact Us

            About us

            Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

            • Overview
            • Diversity, Opportunity & Inclusion
            • Spectrum: Our Investment Platform
            • Our Leadership Team
            • Our Commitment to Research
          • Contact Us
            • My collections
              View saved content and presentation slides
            • Logout
          • Financial Professional Login
          Log in
          You are about to leave the site Close
          J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
          CONTINUE Go Back

          1. Insights

          • LinkedIn Twitter Facebook Line WhatsApp
          • Markets
          • Portfolios
          • Retirement
          mi-mid-year-investment-outlook-2026-2800x900

           

           

           

          Mid-Year Investment Outlook 2026

          Enough fuel in the engine

          Explore our Mid-Year Outlook to get our latest insights on the global economy and the prospects for global markets, including the main opportunities and risks for investors.
           

          Explore

           

          Stay Current

          • Guide to the Markets
          • The Weekly Brief
          • Weekly Bond Bulletin
          • Multi-Asset Solutions Strategy Report
          • Value vs. Growth investing

          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.

          Read more

          Market Insights

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

          Read more

          Webconferences

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

          Read more

          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.

          Read more

          Market Insights

          Featured On the Minds of Investors
          Featured

          Mid-Year Investment Outlook 2026

          Explore our Mid-Year Outlook to get our latest insights on the global economy and the prospects for global markets, including the main opportunities and risks for investors.

          Read more

          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.

          Read more
          On the Minds of Investors

          US midterm elections: Congress turns blue

          It was a decisive victory for the Democrats in the 2026 midterm elections and the results will put significant constraints on the President for the rest of his term in office. Explore what this means for policy and markets.

          Read more

          Rising sovereign stress 2026: French bonds, euro area debt risk and market outlook | J.P. Morgan Asset Management

          French bonds and equities are under pressure as fiscal and political risks mount. Explore what it means for European markets and whether it signals a wider euro area debt crisis.

          Read more

          How mega-cap tech IPOs could reshape S&P, Nasdaq and FTSE

          Mega-cap IPOs in 2026 show why private market access is crucial. Learn how companies like SpaceX and OpenAI impact market dynamics and your investment approach.

          Read more

          Hyperscaler debt issuance and the AI buildout: implications for IG credit

          Rising artificial intelligence (AI) investment is driving hyperscaler debt issuance. Explore how this shift in funding could reshape fixed income markets and offer investors a more defensive way to gain exposure to the AI theme.

          Read more

          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.

          Read more

          Understanding gold and its role in portfolios

          Explore the drivers behind the recent rise in gold, the outlook for gold prices, and the role that gold can play in a diversified investment portfolio.

          Read more

          Investors seeking resilience should consider a quality bias

          Explore how investing in quality stocks can build resilient portfolios, offering stability and outperformance in uncertain market conditions.

          Read more

          A new path for the US dollar

          Uncover the factors influencing the future path of the US dollar and what they mean for investors.

          Read more

          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.

          Read more

          Sustainability and portfolio returns

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

          Read more

          View more On the Minds of Investors

          Portfolio Insights

          Global Asset Allocation Views 4Q 2026

          Our base case assumes steady nominal growth and disinflation over the coming year. We are constructive on equities, with a preference for the U.S. and Japan. We lean into U.S. high yield for carry and prefer a long duration position in Europe rather than the U.S.

          Read the latest views

          Global Fixed Income Views 4Q 2026

          Evidence of central banks’ independence and inflation fighting credibility, solid economic data and corporate profits, robust capex and resilient consumers lift the likelihood of expansion to 85%, overpowering headwinds from inflation and pushback against AI.

          Read the latest views

          Global Equity Views 4Q 2026

          Although the pace of earnings revisions is cooling, we have rarely seen such a strong profit cycle. We remain constructive on the AI theme but with a strong preference for higher quality names. Across portfolios we are carefully managing overall AI exposures and individual stock risks.

          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 3Q 2026

          Factors extended gains in Q2, on average, led by equity momentum. We maintain a positive outlook for factors overall: Equity value and equity quality are historically inexpensive; equity momentum could climb, with heightened risk. We recommend diversification among and across factors more than ever.

          Read the latest views

          Why savers need to get invested and stay invested

          Attempting to time the market and holding excessive cash allocations can drive long-term portfolio underperformance. Staying invested to compound returns prevails over the long haul.

          Read more

          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.