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investment-outlook-2026-macro

 

 

 

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.
 

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Stay Current

  • 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.

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Webconferences

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

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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.

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Market Insights

Featured On the Minds of Investors
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Investment Outlook 2026

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

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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.

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On the Minds of Investors

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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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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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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Implications of Middle East tensions for the global economy and markets

Explore potential oil price scenarios and the economic implications stemming from heightened tensions in the Middle East.

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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.

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View more On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views 3Q 2025

The U.S. economy remains resilient. Our portfolios are modestly long risk, focusing on credit and targeted equity overweights. We prefer ex-U.S. duration and anticipate further dollar weakness in the second half of the year.

Read the latest views

Global Fixed income views 3Q 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.

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Global Equity Views 3Q 2025

We expect solid profit growth this year and some acceleration into 2026. Our investors are more enthusiastic about markets in Europe and Asia than in the U.S. and broadly favor quality financial and health care stocks.

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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 2025

Factors fell slightly in a quarter of policy whiplash. Regions diverged: International equity factors gained while U.S. equity factors fell. Equity value is becoming more attractive globally, and we like relative value-oriented macro factors.

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.

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