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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.

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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.

Webcasts

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

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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.

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

US midterms 2026: divided government, policy outlook and market implications

US midterms 2026 are likely to deliver divided government and policy gridlock. Explore what it could mean for debt ceiling risks, trade, AI regulation and markets.

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.

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.

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.

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.

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.

A new path for the US dollar

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

Sustainability and portfolio returns

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

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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.

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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.

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Global Equity Views 3Q 2026

Massive AI investment spending is driving exceptional profit growth. Markets have moved mostly in line with earnings and valuations don’t look excessive. We find long-term value among the so-called “AI losers” and in many defensive stocks far from the AI boom.

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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.

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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.

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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.

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.

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Sustainable Investing Insights

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

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Foundations of Alternatives

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Long-Term Capital Market Assumptions

Market Insights

Mid-Year Investment Outlook 2026

Investment Principles

Portfolio Insights

Global Asset Allocation Views 4Q 2026

Global Fixed Income Views 4Q 2026

Global Equity Views 3Q 2026

Emerging Market Debt Quarterly Strategy

Factor Views 3Q 2026

Why savers need to get invested and stay invested

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