The 2027 Long-Term Capital Market Assumptions | 20 Oct 2026 | Insights Now | J.P. Morgan Asset Management
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- Global Growth & Productivity Upgrade: Global long-term GDP growth assumptions upgraded by 10 bps, driven by accelerated AI adoption and total factor productivity (TFP) gains [00:03:19].
- Massive $14 Trillion AI Capex Cycle: Hyperscaler capex ($800B current annualized run-rate) projected to culminate in a $14T cumulative investment boom through 2040, expanding US capital services growth by 2.3% [00:05:06].
References
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