Skip to main content
logo
Login de Profissional Financei
Login de Profissional Financei
  • Minhas coleções
    View saved content and presentation slides
  • Terminar sessão
  • Os nossos fundos
    Descrição geral

    Pesquisa de fundos

    • Fundos de investimento (SICAVs)
    • Exchange Traded Funds (ETFs)
    • Fundos monetários

    Capacidades

    • Obrigações
    • Ações
    • Fundos multiativos
    • Investimento alternativo
    • ETFs

    Informação do Fundo

    • Notícias e comunicados do fundo
    • Atualizações regulamentares
    • Fundos com capacidade limitada
  • Temas de investimento
    Descrição geral
    • Fundos de ações globais
    • Obtenha a vantagem ativa
  • Insights
    Descrição geral

    Market Insights

    • Market Insights Overview
    • Guide to the Markets (EN)
    • On the minds of investors (EN)
    • The Weekly Brief (EN)
    • Monthly Market Review (EN)
    • Mid-Year Investment Outlook 2026 (EN)
    • Guide to Alternatives (EN)
    • Foundations of Alternatives (EN)
    • Investment Principles (EN)

    Portfolio Insights

    • Bond Bulletin (EN)
    • Asset Allocation Views (EN)
    • Fixed Income Views (EN)
    • Equity Views (EN)
    • Factor Views (EN)
    • Emerging Market Debt Strategy (EN)
    • Long-Term Capital Market Assumptions (EN)
    • ETF Perspectives (EN)
    • Strategic Investment Advisory Group [EN]

    ETF INSIGHTS

    • Guide to ETFs
    • ETF perspectives

    Webconferences

    • Webconferences (EN)
  • Biblioteca
  • Sobre nós
  • Contacte-nos
  • Função
  • País
  • Minhas coleções
    View saved content and presentation slides
  • Terminar sessão
Login de Profissional Financei
Pesquisa
Menu
Pesquisa

  1. Insights

  • LinkedIn Twitter Facebook WhatsApp
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

  • Mid-Year Investment Outlook 2026
  • The Weekly Brief
  • Weekly Bond Bulletin

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

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

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.

Ler mais dados

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.

Ler mais dados

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.

Ler mais dados

Understanding gold and its role in a portfolio

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.

Ler mais dados

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.

Ler mais dados

A new path for the US dollar

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

Ler mais dados

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.

Ler mais dados

The outlook for US equities after a difficult first quarter

Read our latest equity market outlook to learn why the US stock market has had a volatile start to 2025, and to find out what the rest of the year may have in store for equity investors.

Ler mais dados

View more On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views 1Q 2026

We anticipate modestly above-trend growth in 2026 and take a pro-risk tilt in portfolios. We remain overweight equity in the U.S., Japan, and parts of the emerging markets. On duration our stance is neutral, but with a steepening bias. We underweight USD.

Read the latest views

Global Fixed Income Views 1Q 2026

As the global economy ends the year stronger than expected, we anticipate stable growth and moderating inflation will support bond markets. Amid some labor market concerns, the consumer overall remains stable and fiscal stimulus is expected. We have increased the probability of Above Trend Growth to 40%, reflecting numerous signs of strength. Our preferences include carry-oriented investment grade, leveraged and convertible credit; emerging market bonds and securitized debt.

Read the latest views

Global Equity Views 1Q 2026

The outlook for corporate profits is healthy. After a strong year of returns, we don’t see much room for valuations to rise further. Many of our investors are now a little more cautious on technology but still see big opportunities for stock selection within the sector.

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 1Q 2026

Factors rose on average in 4Q 2025, some to all-time highs, led by international developed market equity factors and the value factor. Macro factors were mixed: While momentum rose, dispersion in commodity markets dragged on the carry factor.

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

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