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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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          Stay Current

          • Guide to the Markets
          • The Weekly Brief

          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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          Investment Principles

          The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies.

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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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          On the Minds of Investors

          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.

          Read the latest views

          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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          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.

          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.