Alternatives Insights

Our latest thought leadership

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

Explore more >

Insights by asset class

Asset allocation Hedge funds Private equity Private credit Infrastructure/Transport Real estate

Asset allocation

Alternative asset returns

When investing in alternatives, it is important to consider the return calculation methodology. Read more about how to measure investment returns.

Performance Dispersion

Learn more about the sources and magnitude of performance dispersion to better manage the risk of alternative investments in your portfolio.

Improving portfolios’ equity diversification with hybrid alternative assets

Discover how opportunities in nontraditional asset classes, such as diversified hedge funds, may help provide stability during market volatility.

Core Alternative Assets Deliver What Public Markets Cannot

Explore alternative asset opportunities, such as core alternatives, to substitute traditional public assets and improve portfolio outcomes

Hedge funds

Hedge funds: Interest rates and hedge fund returns historically rise in tandem. Here’s why

JPMAAM historical data suggests that, on average, hedge fund excess returns (i.e. total return minus equity beta) and interest rates have risen in tandem going back 28 years to the inception of our hedge fund data set.

Macro strategies outlook: Disinflation and robotics

Learn more about the Alternatives Macroeconomic Outlook for 2023, including disinflation and opportunities in equities and robotics innovation

Hedge funds outlook: Change and opportunity

Look out for market trends and new opportunities in 2023 with our hedge fund outlook to help you decide for your next investment

Private equity

Obesity drugs: How much truth is behind the weight loss hype?

We see a significant market for highly effective weight loss drugs that appear destined to transform the medical treatment of obesity.

The adaptation challenge: New technologies help prepare at-risk communities

As the net-zero deadline approaches, funding adaptation technology to ensure a just transition may protect lives—and livelihoods

Catching the next wave of powerful cancer therapeutics

Market tailwinds are driving development of an exciting new class of oncology drugs: antibody drug conjugates, which are specifically engineered to tackle difficult-to-treat cancers.

Private Equity Outlook

Learn about Private Equity Outlook for 2023, including in early-stage Venture Capital investing and in smaller and middle markets.

Growth Equity outlook: Innovation to drive value

Learn about capital investment opportunities and trends in new climate technology and life sciences companies with our Growth Equity Outlook for 2023

Taking a byte out of GHG emissions

Find the role energy usage data can play in catalyzing a sustainable real estate industry and helping reduce its greenhouse gas emissions.

The DEI opportunity in private equity

Diverse private equity firms (DEI) are an expanding and critical component of both the emerging manager and broader private equity industry

Private credit

Convertible debt outlook: Systemic and cyclical trends present opportunities

Look out for market trends and new opportunities in 2023 with our convertible bond market outlook to help you decide for your next investment

Mezzanine debt outlook: Expecting higher returns for lower leverage loans

Explore our Mezzanine Debt Market Outlook outlining mezz financing with higher rates, tighter liquidity, less competition, and lower risk favoring lenders.

Infrastructure debt outlook: Performance remains resilient

Learn about the 2022 infrastructure debt outlook as performance is expected to remain resilient during an inflationary environment.

Commercial mortgage loan outlook

Read the Commercial Mortgage Loan Outlook for 2023, with a focus on office, retail, multifamily and industrial sectors

Global Special Situations outlook: Attractive risk-reward profiles

Learn about the Private Credit Global Special Situations Outlook to find out more about how bespoke private investments may continue to offer attractive risk-reward profiles in 2023.

Infrastructure/Transport

Diversified core-plus transportation

A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.

Infrastructure returns: resilient and supported by income

Nick Moller, Investment Specialist in the Infrastructure Investments Group, discusses the private infrastructure market, how it performed in 2020 and what to expect in 2021 and beyond.

Real estate

Multi-family property investing in Japan 2.0: Still delivering attractive risk-adjusted returns

In recent years, cross-border investments into Japan multi-family has grown and now exceeds 20% of net investment inflows.

U.S. real estate outlook: Pockets of demand still exist

Read our U.S. Real Estate Market Outlook for the year 2023 and identify investment opportunities and prospects within the housing market.

European real estate outlook: Economic uncertainty creates opportunities

Learn more the European Real Estate Outlook for 2023, with a focus on office, industrial and logistics sectors.

Asia-Pacific real estate outlook: Demand underpins performance

Learn about the Asia Pacific Real Estate Market Outlook to find out more about how external factors are expected to impact performance over 2023.

Returning shoppers and fresh spending reinvigorate retail assets

With increased consumer sales and mall and store traffic, the outlook for real assets is turning more positive and pointing to brighter days ahead.

The industrial real estate outlook for APAC markets

Explore the positive outlook for the industrial sector in APAC markets, supported by projected long-term growth in consumption, wealth, and trade volumes.