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J P Morgan Private Bank Unveils 2026 Outlook Investing At The

Bonisiwe Shabane
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j p morgan private bank unveils 2026 outlook investing at the

NEW YORK, Nov. 17, 2025 /PRNewswire/ -- J.P. Morgan Private Bank today released its 2026 Global Investment Outlook, Promise and Pressure, revealing investment insights and opportunities in a world transformed by AI, global fragmentation and inflation risks. "In 2025, uncertainty defined the market narrative. Today, three major themes set the agenda, reflecting a fundamental shift in how economies operate and requiring a refreshed investment playbook, one that blends discipline with flexibility," said Grace Peters, Co-Head of Global Investment... Morgan Private Bank.

"Looking to 2026, investors face the dual forces of AI-driven productivity and persistent inflation within a fragmented global landscape. Our goal is to help clients find new opportunities and build resilient portfolios aligned with their long-term goals," said Stephen Parker, Co-Head of Global Investment Strategy at J.P. Morgan Private Bank. To help investors chart a course through this new frontier, J.P. Morgan Private Bank's 2026 Global Investment Outlook highlights three defining themes: Artificial intelligence is transforming industries, driving productivity and reshaping labor markets, fueling a surge in investment and speculation about a potential AI bubble.

In our view, we believe the current AI boom is underpinned by solid fundamentals rather than speculative excess. Ultimately, we believe the greatest risk lies in being underexposed to the sweeping impact of this transformational technology. The outlook identifies AI as a major driver of industry transformation, cost reduction and productivity growth. JP Morgan Private Bank has outlined the effects of artificial intelligence (AI), global fragmentation and inflation on investment strategies in its 2026 Global Investment Outlook, titled Promise and Pressure. This outlook examines how these factors are shaping the investment environment and influencing decision-making for investors over the next two years. The gold standard of business intelligence.

Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise. Financial Regulation News, published by Macallan Communications, is a daily news source on the regulations that impact global and regional financial institutions and their customers. With our finger on the pulse of Washington, our team of experienced journalists provides the most salient financial policy news each day and exclusive features in a succinct format. We strive to offer insights on the latest developments in Congress, news about the federal and state regulators that hold power over financial markets and banking industry, and the reaction their activities generate from... J.P. Morgan Private Bank issued its 2026 Global Investment Outlook which details its investment insights and opportunities for the year ahead.

The investment outlook, titled Promise and Pressure, highlights three defining themes, including AI, fragmentation, and inflation. “In 2025, uncertainty defined the market narrative. Today, three major themes set the agenda, reflecting a fundamental shift in how economies operate and requiring a refreshed investment playbook, one that blends discipline with flexibility,” Grace Peters, co-head of global investment strategy... Morgan Private Bank, said. Artificial intelligence (AI) is transforming industries, driving productivity and reshaping labor markets, said J.P. Morgan researchers.

It is also fueling a surge in investment and speculation about a potential AI bubble. J.P. Morgan believes the current AI boom is underpinned by solid fundamentals rather than speculative excess. They say the greatest risk lies in being underexposed to this transformational technology. How can you capture the upside from the AI revolution while avoiding the risks of over-exuberance? We suggest a four part strategy:

Keep the focus on large cap leaders. Find opportunity in the AI supply chain. Identify the smart users of corporate AI. Make sure you have private market exposure. Hear our leaders discuss the forces shaping the year ahead and how investors can prepare. Hello.

Welcome. My name is Clay Erwin. Thank you very much for choosing to share part of your day with us. Together, I'm joined by Grace Peters and Steve Parker, and together we represent the global investment strategy team. And over the course of the next 30 minutes, we aim to share with you our outlook for 2026, promise and pressure. Here within this document, we share our expectation for capital market returns over the course of 2026.

But we also examine the tension that exists between macro forces and capital market returns.

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