Alternatives Insights

Drawing on the insights and experience of more than 800 alternatives professionals around the globe, we share our perspectives on the alternatives landscape—from broad macroeconomic trends to specific niche specialty areas.

MOST POPULAR

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.

Global Alternatives Outlook

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

INSIGHTS BY ASSET CLASS

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

Asset allocation

Portfolio implications

Explore how key themes of this year’s LTCMAs — notably fiscal stimulus, elevated debt, climate change and alternatives — may play out in investor portfolios.

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

Asset Allocation

Alternatives can address shortages of alpha, income and diversification. Focus on what assets do, rather than what they’re called.

Hedge funds

Hedge Funds Outlook

Our 2021 hedge fund outlook sees strong opportunities in undervalued equities, sustainability, SPACs, emerging market consumers and global tech adoption.

Private equity

Uncovering opportunity in private equity

Michael Bell, Global Market Strategist interviews Dana Haimoff, Portfolio Manager, for a special focus on private equity as part of the 2Q 2021 Guide to Alternatives.

Private Equity Outlook

We see opportunities for discerning investors in technology and innovation, smaller companies and co-investing, despite a competitive market.

Private credit

State of the credit market and the rise of SPACS

Jon Segal, Co-Chief Investment Officer of Highbridge Capital Management, discusses credit markets, his view on the special-purpose acquisition company market and how institutional investors should look to allocate capital going forward.

Private Credit Outlook

Our 2021 private credit outlook sees better yields where capital is scarce, including mortgage debt, mezzanine debt and distressed lending.

Infrastructure/Transport

The role of core transportation in institutional portfolios

An investment in core transportation is well aligned with the key objectives and liquidity needs of U.S. public pension plans by providing: total return, stable income and a low correlation to other return-seeking strategies.

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.

ESG-aligned transport investing

As the global energy landscape changes and the focus on ESG grows, explore how investing in transportation can help to achieve sustainable investing goals.

Mitigating inflation risk: Index-linked bonds versus core real assets

While not our base case forecast, a period of high inflation does merit consideration, and mitigation, as we enter the post-Covid era.

Transport Outlook

Transportation is capital-intensive and increasingly focused on ESG. Discover what the need for capital strength and new technology means for investing.

Infrastructure Outlook

Discover the opportunities in core infrastructure equity in 2021, and learn more about ESG considerations and the power of a controlling stake.

Real estate

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.

Real estate assets: Essential in a low return world

See how core real estate may enhance portfolio performance in a low rate, low return environment with rising inflation expectations.

Real Estate Outlook

Key megatrends, accelerated by the pandemic, are transforming real estate investing. See where our discerning regional specialists are finding opportunities.

Resetting the European Real Estate Market: Navigating Complexity in 2021

Explore our 2021 European Real Estate Market Outlook. We review the impact of COVID-19 and detail opportunities in retail, hospitality, offices and more.

Article Tags: Alternatives

Investment Options

Capabilities & Solutions

Market Insights

Portfolio Insights

MOST POPULAR

Guide to Alternatives

Global Alternatives Outlook

INSIGHTS BY ASSET CLASS

Copyright 2021 JPMorgan Chase & Co. All rights reserved.