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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

  • 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.

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Market Insights

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

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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
Featured

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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A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

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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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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.

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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 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.

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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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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.

Explore our insights

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