J.P. Morgan 2026 Investment Outlook: AI, Fragmentation, Inflation

J.P. Morgan Private Bank published their 2026 Global Investment Outlook, titled “Promise and Pressure.” This outlook focuses on three key themes shaping investment opportunities: the Age of AI, which offers productivity gains but carries market risks; Fragmentation, referring to geopolitical shifts creating new regional investment dynamics; and persistent Inflation, driven by structural factors requiring portfolio stability beyond traditional bonds. The release features commentary from J.P. Morgan investment strategists providing region-specific insights for Europe, Latin America, and Asia, and details how Artificial Intelligence investment is accelerating rapidly. Continue reading