Skip to main content
logo
  • Investment Strategies

      Investment Options

      • Alternatives
      • Beta Strategies
      • Equities
      • Fixed Income
      • Global Liquidity
      • Multi-Asset Solutions

      Capabilities & Solutions

      • ETFs
      • Pension investment solutions
      • Global Insurance Solutions
      • Outsourced CIO
      • The power of active
      • Sustainable Investing
      • Investing in China
    • Insights

        Market Insights

        • Market Insights Overview
        • Eye on the Market
        • Guide to the Markets
        • Guide to Alternatives
        • Mid-Year Investment Outlook 2026
        • Guide to Investing in Asia
        • Why Alternatives?

        Portfolio Insights

        • Portfolio Insights Overview
        • Alternatives
        • Asset Class Views
        • Currency
        • Equity
        • ETF Perspectives
        • Fixed Income
        • Long-Term Capital Market Assumptions
        • Sustainable Investing Insights
        • Strategic Investment Advisory Group
      • Resources
          • Center for Investment Excellence Podcasts
          • Library
          • Webcasts
          • Morgan Institutional
          • Investment Academy
        • About us

            About us

            Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

            • Our Leadership Team
          • Contact Us
          • Institutional Investors
            • LIQUIDITY INVESTORS
          You are about to leave the site Close
          J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
          CONTINUE Go Back

          1. Insights

          • LinkedIn Twitter Facebook Line WhatsApp
          • Markets
          • Portfolios
          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

           

          Our flagship Insights

          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.

          Read more

          Long-Term Capital Market Assumptions

          Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.

          Read more

          Guide to Alternatives

          Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

          Read more

          Featured 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.

          Learn more

          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.

          Learn more

          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.

          Learn more

          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.

          Learn more

          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.

          Learn more
          J.P. Morgan Asset Management
          • About us
          • Investment stewardship
          • Privacy policy
          • Cookie policy
          • Sitemap
          J.P. Morgan
          • J.P. Morgan
          • JPMorgan Chase
          • Chase

          READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

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

          Copyright 2026 JPMorgan Chase & Co. All rights reserved.