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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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The Weekly Brief
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Our flagship Insights

Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

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Long-Term Capital Market Assumptions

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

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Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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Market Commentary

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.

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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.

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Navigating the impact of the Middle East conflict

Assess the investment implications of the Iran conflict, and explore the potential economic and market impact under different scenarios, with the latest analysis from J.P. Morgan’s Market Insights team.

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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.

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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.

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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.

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A new path for the US dollar

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

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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.

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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.

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Sustainability and portfolio returns

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

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Featured Portfolio Insights

Global Asset Allocation Views 2Q 2026

Investors are contemplating a wider range of potential macro outcomes and a fatter bearish left tail. We maintain a modest risk-on stance, including an equity overweight. In fixed income, we lean into shorter duration as yield curves steepen. Our credit positioning is neutral, reflecting the asymmetric distribution of returns.

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Factor Views 2Q 2026

Factors posted a largely positive Q1 despite market volatility. U.S. momentum led equity factor gains while commodity supply disruptions lifted certain factors. We maintain a positive outlook on factors: Equity value is attractive globally and the U.S. quality factor is inexpensive.

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Global Fixed Income Views 2Q 2026

Against the backdrop of a geopolitical and energy market shock, we significantly reduce the probability of economic expansion (still marginally our base case) and increase the likelihood of contraction. We see better risk-reward at the front end of the Treasury curve and find opportunity to go up in credit quality.

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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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Global Equity Views 2Q 2026

Despite higher energy costs, the outlook for profits is robust. While earnings growth is broadening beyond tech leaders, the AI investment boom remains a dominant theme. High valuations in some areas temper our enthusiasm for aggressive positioning. We find the most compelling opportunities in out-of-favor quality stocks.

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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.

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