AISS Alternatives Relative Value Outlook 2Q 2026
A 12–24 month relative-value outlook across major alternative asset classes, produced by J.P. Morgan Asset Management’s Alternatives Investment Strategy & Solutions (AISS) team
Our approach
In today’s market environment, investors need to consider new, dynamic opportunities to meet their return objectives. When it comes to investing in alternatives, it’s vital to choose a manager with the dedicated investment capabilities required to deliver results across this challenging and diverse asset class.
Outcome-focused strategies
Our alternatives platform provides a spectrum of innovative investments that, when used correctly, may play a key role in generating new sources of return and portfolio diversification. Our solutions span real estate, real assets, private equity, private credit, hedge funds, and liquid alternatives.
Alternative investing insights
Perspectives informed by the insight and experience of our 800+ alternative investment professionals.
Designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
A 12–24 month relative-value outlook across major alternative asset classes, produced by J.P. Morgan Asset Management’s Alternatives Investment Strategy & Solutions (AISS) team
AI is driving a structural reassessment of software credit risk in private credit portfolios.
The Hedge Funds Quarterly Outlook shares the J.P. Morgan Alternative Asset Management team's views on markets, conviction across different strategies, and individual strategy outlooks.
Power is becoming a more important factor in industrial CRE as automation and advanced manufacturing increase electricity demand. This is reshaping tenant requirements and key property fundamentals.
Explore how healthcare's evolving landscape in 2026, with low valuations and a focus on performance, creates unique opportunities for growth equity strategies.
The secondary market is gaining momentum, supporting a positive outlook through 2026.
Over the past five years, U.S. commercial real estate (CRE) has been marked by volatility, how the next five years will look different than the last.
Alternative Investments Outlook 2026 explores public-private convergence and private market growth for investors.
An established six-step multi alternatives investment framework for institutional investors
The Asia-Pacific living sector is broadening beyond Japan's multi-family market sector. Offering unique opportunities for long-term growth and enhanced risk-adjusted returns, making it an attractive addition to global real estate portfolio
Despite recent public market outperformance, private equity's long-term track record and positive outlook offer diversification and potential for significant returns.
Three decades ago, we began a whirlwind journey.
Structural advantages and current market conditions may help small and mid-size companies make a big impact in private equity markets.
An integrated top-down and bottom-up hedge fund allocation framework for institutional investors.
Learn about the Core Private Infrastructure Market Outlook in 2023 in regard to inflation protection and uncorrelated returns.
Here’s why
A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.
Explore the positive outlook for the industrial sector in APAC markets, supported by projected long-term growth in consumption, wealth, and trade volumes.
See how core real estate may enhance portfolio performance in a low rate, low return environment with rising inflation expectations.