Jack Manley

Jack Manley, asset management pro at J.P. Morgan Asset Management, gives perspective on monetary policy, earnings season, and long-term market drivers. Christina Parts, CNBC tech and markets reporter, breaks down the semiconductor rally and Intel’s standout quarter. They discuss AI-driven CPU demand, tech layoffs shifting into capex, and which mega-cap results to watch next week.

Jack Manley, a Global Market Strategist at J.P. Morgan Asset Management, dives into the 2026 investment landscape. He discusses the interplay between AI-driven growth and broader economic challenges. Key insights include the importance of rebalancing portfolios away from U.S. large-cap stocks, utilizing alternatives for diversification, and employing tax-aware strategies to mitigate risks. Manley emphasizes the need for prudent allocation that considers both income generation and growth potential as investors navigate an evolving market.

Market experts Liz Young Thomas, Joe Terranova, and Jack Manley discuss the sustainability of today's market rebound and OpenAI's impact on Google stock. They also explore market rotations, airline stock performance, tech trade strategies, and investment opportunities in equities and fixed income sectors.