Pandit: fundamentals > sentiment
JPMorgan’s Meera Pandit says 2026 could feature strong economic fundamentals paired with sour sentiment — a structural divergence that can hide opportunities (youtube.com). She flags AI‑driven sectors, including healthcare analytics, as resilient areas to watch even if market mood stays cautious (youtube.com).
Meera Pandit is an Executive Director and Global Market Strategist on J.P. Morgan Asset Management’s Global Market Insights Strategy team. (am.jpmorgan.com) J.P. Morgan Global Research’s 2026 market outlook projects resilient global growth, assigns a 35% probability to a U.S. and global recession, and forecasts double‑digit gains for both developed‑market and emerging‑market equities. (jpmorgan.com) The firm identifies front‑loaded fiscal support and healthy corporate and household balance sheets as key tailwinds for 2026 while flagging weak business sentiment and a slowing labour market as principal downside risks. (jpmorgan.com) Pandit has publicly defended the persistence of the AI trade in recent interviews and pointed to a cyclical equity rotation and expanding opportunities beyond U.S. megacaps. (cnbc.com) (bloomberg.com) Industry reporting from the 2026 J.P. Morgan Healthcare Conference shows investors demanding measurable clinical outcomes from AI and cites concrete deployments such as sepsis‑mortality reduction pilots and imaging‑analytics rollouts. (altumstrategy.com) (modernhealthcare.com) J.P. Morgan research noting healthy balance sheets underpins the bank’s view that M&A and corporate activity could be sources of opportunity, a dynamic Pandit has previously said would favour healthcare and related analytics plays. (jpmorgan.com) (cnbc.com)
