"J.P. Morgan's 2026 U.S. Equity Year Ahead report highlights sector-specific opportunities and risks amid a K-shaped, AI-driven economy. Institutional investors should focus on companies with secular growth drivers, robust balance sheets, and exposure to transformative trends like data center expansion and infrastructure investment. While select sectors look poised for outperformance, others face headwinds from macro uncertainty, regulatory shifts, and cyclical slowdowns."
"Every year, the top Wall Street firms release a list of their top stock picks for the next 12 months. At 24/7 Wall St., we cover these top stocks and then screen them for those that pay the highest dividends to investors. This can increase investors' potential total return and is an outstanding idea for those seeking passive income. We screened the top energy ideas at J.P. Morgan for 2026, and, not surprisingly, they are focused on some of the sector's most prominent names."
Top Wall Street firms release annual lists of their highest-conviction stock picks for the coming 12 months. 24/7 Wall St. screens those picks for the highest-dividend payers to help increase potential total return and support passive-income strategies. J.P. Morgan's 2026 outlook emphasizes a K-shaped, AI-driven economy and recommends focus on companies with secular growth drivers, strong balance sheets, and exposure to data center expansion and infrastructure investment. The firm expects select sectors to outperform while others face macro, regulatory, and cyclical headwinds. 24/7 Wall St. screened J.P. Morgan's energy ideas and identified five highest-yielding top picks, beginning with Devon Energy, an S&P 500 energy company affected by oil and gas price volatility and offering an attractive dividend policy with a fixed dividend that has more than doubled.
Read at 24/7 Wall St.
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