J.P. Morgan – Outlook, 2026

Summary

This report provides an investment outlook for 2026, focusing on AI, fragmentation, and inflation.

It highlights the transformative potential of artificial intelligence, increasing global fragmentation, and persistent inflation risks. The report advises investors to adapt portfolios for volatility and to consider multi-asset strategies to achieve solid returns despite uncertainties.

Region: Global

Published: January 2026

Author(s): J.P. Morgan

Language: English

Tech drivers: AI Blockchain Cybersecurity and privacy Social Media

Social drivers: Mindfulness Pandemics

Geopolitical drivers: Economic conditions Political instability and conflicts Regulatory changes Supply chains disruption Workforce availability

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