Recent market outlook says resilient economic growth and artificial intelligence (AI) investment are expected to support global markets in the second half of 2026 despite geopolitical uncertainty.
Global markets are expected to remain supported by resilient economic growth, improving business sentiment and continued investment in artificial intelligence, according to JP Morgan's latest Mid-year market outlook 2026: The tug of war continues . The paper identified three themes expected to drive markets through the second half of 2026 The report examined the macroeconomic themes likely to shape markets during the remainder of the year as investors balance economic resilience against geop