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Home›US Markets›Sectors›JPMorgan strategists see non-US strength after tech le…

JPMorgan strategists see non-US strength after tech leadership fades

The bank expects non-US shares to outperform in the second half of 2026, while it prefers semiconductors over hyperscalers.

Reported · Written up by our desk · Sectors

JPMorgan strategists said tech stocks are likely to take a back seat for the rest of 2026, pointing to a shift in expected market leadership. According to MarketWatch, the firm projects that non-US shares should perform well in the second half of the year, suggesting relative strength outside the United States.

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Sources

MarketWatchWhy tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists
MarketWatchWhy tech stocks are likely to take a back seat for the rest of 2026, according to JPMorgan strategists

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