Equity Thematic Strategy: 2026 World Cup Beneficiaries

This report outlines investment opportunities surrounding the 2026 FIFA World Cup, highlighting expected GDP impacts and recommending a basket of beneficiary stocks across the travel, hospitality, and media sectors.

Key Takeaways

• 1.The 2026 World Cup in North America is expected to be a major economic catalyst, with ~$14B of event-related expenditures driving an estimated $17.2B in US GDP.
• 2.J.P. Morgan recommends tactical long exposure to a 2026 World Cup Beneficiaries Basket (JPRWC26B) focusing on ticketing, lodging, rideshare, and advertising.
• 3.Host-country equity returns have historically been mixed, but median host-country returns are roughly +10% in the hosting year.

Table of Contents

• 2026 World Cup Baskets
• 2026 World Cup Overview

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