J.P. Morgan’s 2026 Outlook Highlights Resilient Portfolios Amid AI and Economic Shifts
J.P. Morgan Asset Management unveiled its 30th edition of Long-Term Capital Market Assumptions (LTCMAs), projecting a 6.4% annual return for a traditional 60/40 stock-bond portfolio over the next decade. The report underscores the enduring appeal of diversified assets despite labor constraints and rising economic nationalism.
CEO George Gatch emphasized the firm's three-decade legacy of guiding institutional and high-net-worth clients through volatile markets. "AI adoption will drive near-term profit growth and long-term productivity gains," he noted, signaling Optimism for tech-augmented asset performance.
Global equities and real assets emerge as key diversification tools in an era where moderate growth coexists with rapid innovation. The analysis draws on insights from 100+ specialists, framing investment strategies for what the firm calls "the age of intelligent capital allocation."
