Geopolitics, artificial intelligence and inflation reshape investment outlook

Artificial intelligence, persistent inflation and growing geopolitical fragmentation will continue to define global markets, according to JPMorgan’s mid-year outlook report, with the investment bank urging investors to prepare portfolios for both heightened risks and long-term opportunities.

The report, titled “Promise and Pressure Mid-Year Outlook 2026, What could go wrong, and what could go right”, updates the firm’s economic and market outlook published at the beginning of the year....