JPMAM shifts long-term outlook: developed markets to outperform EM on AI

J.P. Morgan Asset Management has revised its long-term market outlook, now expecting developed-market stocks to yield higher returns than emerging-market stocks for the first time, citing AI-driven investment opportunities. Chief Strategist Karen Ward frames EM's tech-led gains as 'yesterday's theme,' signaling a structural rotation. The shift reflects a major asset manager's reallocation of expectations, though it is a forecast, not a market event.

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