AI in the Investment Office
Through our work with institutional investors and through J.P. Morgan Asset Management’s own experience, it is clear the playing field around Artificial Intelligence is leveling. While adopting AI has become easier, building or identifying sources of competitive advantage remains challenging.
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.
Join Us | October FOMC: Inflation, elections and the road ahead
With inflation proving sticky and payroll growth cooling, markets remain split on the Fed’s next move. What could renewed Middle East tensions mean for energy inflation? What have we learned from 3Q earnings? And how could the midterm elections affect the economic outlook? Following the October 28 FOMC meeting, Chief Global Strategist Dr. David Kelly and Chief Market Strategist for the Americas Gabriela Santos will discuss these questions in a webcast, followed by Q&A.
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