J.P. Morgan publishes the 2026 Capital Market report, which predicts worldwide returns, risks and investment plans over the coming 10-15 years.

J.P. Morgan Asset Management has released its 2026 Long-Term Capital Market Assumptions (LTCMAs) that will provide a 10-15-year forecast of returns and risks in the global asset market. The 30th annual report points to the adaptation of the capital market to the changing economic circumstances, including nationalistic trends and the unstoppable development of AI.

The CEO, George Gatch, has focused on the heritage of J.P. Morgan to lead investors through decades of capital market changes. Recent estimates predict that a portfolio consisting of 60/40 stock-bond investments will produce an annual investment of 6.4% and higher returns of 6.9% in the case of portfolios made up of diversified alternatives.

John Bilton (Head of Global Multi-Asset Strategy) also remarked that the capital market is resilient despite moderate growth prospects, which are being redefined by technology and policy changes in the changing investment environment in the world. Meanwhile, the Chief Global Strategist, Dr. David Kelly, pointed to AI-optimized productivity improvements as an engine for growth in the long term.

The report recommends that investors should diversify their portfolios using alternative investments like real assets, private equity and infrastructure to increase resilience and returns in the portfolio in times of market volatility.

The LTCMAs of J.P. Morgan, with 30 years of experience and knowledge, still remain the standard of long-term capital market strategy and allocation in global assets.