Morgan Asset Management: AI Investment Boosts US Market; High-Risk Assets Recommended for 2026

According to ME News, on June 18 (UTC+8), J.P. Morgan’s asset management division is urging investors to maintain positions in equities and other risk assets through the second half of 2026. The firm stated that despite persistent inflation and the Federal Reserve’s hold on interest rates, the AI investment boom and consumer resilience will sustain U.S. economic expansion. Markets are increasingly concerned that the sharp rally in U.S. stocks this year has left them vulnerable to a correction. The asset manager, which oversees $4.3 trillion in assets, noted that economic momentum is strengthening as corporations increase investments in AI infrastructure. Meanwhile, high-income consumers continue spending, supported by the wealth effect from rising stock and housing prices. In its mid-2026 outlook, J.P. Morgan Asset Management highlighted that bonds are regaining appeal due to elevated yields, and emerging markets are becoming increasingly linked to Asia’s semiconductor supply chain. To diversify portfolios, the firm recommends investors consider defensive assets such as real estate, infrastructure, and transportation, while also directing attention toward European and Japanese markets. (Source: ODAILY)