Morgan Asset Management, which manages $4.3 trillion in assets, recommends that investors continue to hold stocks and other high-risk assets in the second half of 2026. Morgan Asset Management stated that the AI investment boom and consumer resilience support the expansion of the US economy. Morgan Asset Management stated in its outlook for mid-2026 that bonds are attractive and emerging markets are closely linked to the Asian chip supply chain. Morgan Asset Management recommends investors choose defensive investment targets such as real estate, infrastructure, and transportation, and pay attention to the European and Japanese markets.
