JPMorgan Asset Management is the asset management arm of JPMorgan Chase, and its strategists and portfolio managers frequently comment on markets and AI investment. Recent coverage focuses on whether AI spending will pay off: chief market strategist Gabriela Santos called the Treasury yield rise overdone and favored quality large caps over speculative AI plays, while Jared Gross, head of institutional portfolio strategy, argued the AI buildout is a boom rather than a bubble. Equity portfolio manager Jack Caffrey said AI spending is broadening and lifting earnings, but warned of short-term hiccups as companies borrow to fund growth.
JPMorgan AM weighs whether AI spending boom can pay offJPMorgan Asset Management's Gabriela Santos discusses whether surging AI demand will justify massive spending, covering free cash flow, quality, and the shift from building AI infrastructure to adopting it, along with implications for market winners, earnings and bonds.
JPMorgan: AI Buildout Is a Boom, Not a BubbleJared Gross, Head of Institutional Portfolio Strategy at JPMorgan Asset Management, argues the AI buildout is a boom rather than a bubble, even as credit markets grow jittery over mega debt deals financing the AI arms race.
JPMorgan's Santos: AI euphoria meets realityJPMorgan Asset Management chief market strategist Gabriela Santos said the recent Treasury yield surge looks overdone, with the US economy resilient but normalizing rather than booming. She urged investors to favor quality large caps over speculative AI plays and to watch leverage and bank selectivity.
JPM says ‘AI economy’ boosting earnings but risks remainJack Caffrey, an equity portfolio manager at JPMorgan Asset Management, says AI‑related spending is broadening and driving earnings strength, but he warned of possible short‑term hiccups as companies borrow to support growth.
The A.I. Daily