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    1. Investing for Alternatives

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    Actively taking an alternative perspective

    Dynamic opportunities delivering return and diversification in changing markets

    JPMorgan Global Macro Sustainable Fund

    JPMorgan Global Macro Opportunities Fund

    Consider alternative opportunities across markets, asset classes and economies

    Market volatility is likely to continue in 2023, with central banks continuing to raise rates to curb inflation and markets shifting to reprice leaving investors grappling with continued uncertainty. The ability to seek asset returns remain high as investors look further afield, both geographically and beyond public markets. The diverse nature of alternatives provide opportunities to seek uncorrelated returns, broaden out the investment portfolio and uncover hidden gems across the alternatives universe.

    The diverse nature of alternatives provide a robust investor toolkit. Some examples include liquid alternatives, hedge funds, private credit, private equity and real assets such as unlisted infrastructure, particularly renewable energy as economies transition to a low-carbon world.

    Actively take an alternative perspective and seek out dynamic opportunities that can provide diversification and potentially deliver excess returns in changing markets.

    Upsides to alternatives

    Alternative investments don't correlate to the stock market and behave differently when compared to traditional assets, with a different risk/return profile therefore providing portfolio diversification and the potential for higher returns.

    Portfolio Diversification
    Portfolio Diversification

    Alternatives are not correlated to traditional assets and can help in diversifying an investor's portfolio

    Portfolio Diversification
    Higher Returns

    Alternatives help provide enhanced returns as it provides a diverse investment range and strategies, improving the overall risk of investment

    We group alternatives according to three main portfolio functions - 
    alpha, income
     and diversification.

    Alpha

    Because Alternatives can behave differently to traditional assets, they can act as potential alpha generators in an overall portfolio. A thoughtful mix between private and public assets can deliver different outcomes and may help improve portfolio risk/return profile.

    Adding alternative assets may provide opportunities to improve returns or lower volatility by allocating from bonds and stocks.

    Income

    As some alternatives are not as sensitive to the economy as others, they can provide relatively attractive yield opportunities while capturing relatively less market risk in the current environment.

    For example, while many investors seek more income in global high-yield bonds, such bonds have a higher correlation to equity markets and represent a higher risk, when compared with government bonds.

    Diversification

    Generally, alternative investments have a low correlation to traditional assets such as equities and bonds and can help offer diversification benefits to an overall portfolio. Increasingly, investors are looking to invest in strategies built to deliver uncorrelated returns to traditional asset classes.

    Even within Alternatives, one asset can behave differently from another, providing additional diversification.

    Our Alternatives Capabilities

    330+

    Investment Professionals

    US$188 b

    Assets under management
    (AUM)


    15

    Investment Offices
    Worldwide


    Our solutions

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    JPMorgan Global Macro Opportunities Fund

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    Global-macro-oppurtunities-2022

    JPMorgan Global Macro Sustainable Fund

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    Our insights

    With one of the longest track records in alternatives investing, our team continues to meet investor needs in different market conditions. Explore our insights.

    Guide to Alternatives

    This is a sister publication to Guide to the Markets, delivering insight on macro topics like fundraising and manager dispersion, while also diving into real estate, infrastructure & transport, private credit, private equity and hedge funds in detail.

    Read more

    Global Alternatives Outlook

    A rising rate environment, combined with lingering uncertainty about trade, should lead market volatility higher. The question for investors is how to respond.

    Read more

    2023 Long-Term Capital Market Assumptions

    The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.”

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    View all insights
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    For more information, please call or email us. You can also contact your J.P. Morgan representative.

    1800 576 100 (Application enquiries)

    1800 576 468 (General enquiries)

    jpmorgan.funds.au@jpmorgan.com

    JPMorgan Asset Management

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    Please note:  Following recent amendments to the Corporations Act, where unitholders have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports electronically unless the unitholder elects to receive these in physical form and notify us of this election. Unitholders have the right to elect whether to receive some or all of such Communications in electronic or physical form, the right to elect not to receive annual financial reports at all and the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.


     

    All investments contain risk and may lose value. This advertisement or publication has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for you to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. Prior to making an investment decision, investors should read the relevant Product Disclosure Statement and Target Market Determination, which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.