J.P. Morgan
May 29, 2026
Europe First to Market
Daily UpdateEquitiesCommoditiesRates CreditHealth CareFinancials
J.P. Morgan's daily update highlights a severe downturn in European Medtech, a strategic shift in insurance picks toward AXA and Standard Life, and looming geopolitical risks for global mining in 2026.
Key Takeaways
- 1.The European Medtech sector saw its worst Q1 share price performance in 20 years, declining 15% due to underwhelming results and geopolitical concerns.
- 2.J.P. Morgan has adjusted its preferences in the European insurance sector, favoring AXA and Standard Life due to attractive valuations and specific strategic catalysts.
- 3.A significant 25-30% of global iron ore and copper supply is at risk in 2026 due to upcoming elections in host jurisdictions, which may impact tax and energy policies.
Table of Contents
- Today's Morning Meeting
- Also Published Today
- Company Research
- Sector Research
- In Case You Missed It... Trending in the Last Month
- Key Changes
- Price Target Changes
- EPS Estimate Changes
- JPM Events
- Conference Calls & Expert Access
- Investor Tours
- Company Roadshows
- Conferences
- Upcoming Earnings
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Authors
David AdlingtonFarooq HanifPatrick Jones
Securities
AXAAV.CDR.WAComputacenterSiemens
Themes
Geopolitical Risk in Natural ResourcesPost-Earnings Valuation NormalizationSustainability and ESG Connectivity
Regions
EuropeGlobalAsia PacificUnited KingdomFranceTurkey