2022 Global Alternatives Outlook: Private Equity

Please join us for a trip around the world on the most promising alternative investment ideas from our 2022 Global Alternatives Outlook and how changing demand patterns are reshaping the real estate investment landscape.

Private Credit: Creative destruction and market growth continue

Join our experts for a discussion of the themes identified from our Private Credit Outlook, where to find yield, and other opportunities and obstacles ahead in 2022.

Discussing our highest conviction ideas in Private Equity

Ashmi Mehrotra, Co-Head of the Global Private Equity Group, Jamie Kramer, Head of the Alternative Solutions Group, and Topher Dawe, Global Head of Growth Equity, for a conversation on the importance of Diversity, Equity and Inclusion in both our communities and within institutional portfolios. The panel also shares their highest conviction ideas within an increasingly competitive marketplace.

Finding new pathways to income

Please join Jared Gross, Head of Institutional Portfolio Strategy, and Whitney Wilcox, Portfolio Manager, U.S. Real Estate Core Mezzanine Debt, for a discussion on why capital structure is an underutilized mechanism for generating income and the benefits real estate mezzanine debt offers investors, including income and diversification.

Private equity investing amidst an ongoing pandemic

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss private equity investing in an increasingly competitive market, how institutional investors can find attractive opportunities, and the importance of diversity, equity and inclusion considerations during manager selection.

3Q Guide to Alternatives

David Lebovitz, Global Market Strategist, is joined by Andy Dacy, Managing Director & Global Head of Transportation, Alternatives, to discuss themes from the new 3Q Guide to Alternatives.

2Q Guide to Alternatives

David Lebovitz, Global Market Strategist, is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management, to discuss themes from the new 2Q Guide to Alternatives.

Investing for income through value-added real estate

Jared Gross, Head of Institutional Portfolio Strategy, and Craig Theirl, Real Estate Portfolio Manager, discuss value-added real estate opportunities with a focus on the office, industrial/warehouse and residential/multi-family sectors.

Real estate debt: Pre and post pandemic views

Candace Chao, Co-Portfolio Manager of the US Real Estate Core Mezzanine Debt Fund and Head of Mezzanine Acquisitions discusses the global pandemic’s impact on public and private real estate markets, from the mezzanine loan space to considering mezzanine debt as an alternative and diversifier to your portfolio.

Real Estate Outlook: Opportunities as megatrends accelerate

As a follow-on to our 2021 Global Alternatives Outlook, Kim Adams, Portfolio Manager, Strategic Property Fund, and Jared Gross, Head of Institutional Portfolio Strategy discuss a series of megatrends—from the growth of e-commerce to the return of urban markets—and how they are shaping real estate investing.

Infrastructure Outlook: How core is your core infrastructure?

As a follow-on to our 2021 Global Alternatives Outlook, Nicholas Moller, Investment Specialist, Infrastructure Investments Group, and Jared Gross, Head of Institutional Portfolio Strategy discuss the effects of COVID-19 on infrastructure usage and pricing, the role of inflation, and the accelerated focus on a low carbon economy.

Private equity investing: Co-investments, ESG and more

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss private equity markets and the key considerations for institutional investors from ESG factors, to diversity and technology.

Distressed Credit: Opportunities exist where the central banks missed

As a follow-on to our 2021 Global Alternatives Outlook, Brad Demong, CO-CIO and Portfolio Manager, Global Special Situations Group, and Jared Gross, Head of Institutional Portfolio Strategy, discuss how the COVID-19 crisis has changed the opportunity set in the distressed credit space, and debunk some of the myths across the sector.

2021 Global Alternatives Outlook Webcast

Anton Pil, Global Head of Alternatives, & Pulkit Sharma, Head of Alternatives Investment Strategy & Solutions explore the most promising alternative investment ideas from our 2021 Alternatives Investment Outlook,

Alternatives Outlook: Transport

As a follow-on to our 2021 Global Alternatives Outlook, join us for a conversation between Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, and Jared Gross, Head of Institutional Portfolio Strategy. The discussion will cover how investors can find compelling opportunities in the transportation sector which is increasingly adopting sustainability goals and providing attractive, predictable, long-term returns.

Alternatives Outlook: Transport

As a follow-on to our 2021 Global Alternatives Outlook, join us for a conversation between Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, and Jared Gross, Head of Institutional Portfolio Strategy. The discussion will cover how investors can find compelling opportunities in the transportation sector which is increasingly adopting sustainability goals and providing attractive, predictable, long-term returns.

2021 Guide to Retirement Webinar - Exclusively for DC Consultants

Katherine Roy, our Chief Retirement Strategist, shares how plan sponsors are using our 2021 Guide to Retirement and what is most important to your clients and their participants.

Investment strategy update: A diversified approach to stronger retirement outcomes

Dan Oldroyd

A discussion on energy transition and sustainability

Our experts discuss energy transition across physical infrastructure and sustainable companies, and the opportunities for institutional investors.

Investing in a time of climate change

Dr. Sarah Kapnick, Senior Climate Scientist and Sustainability Strategist, and Keith Cahill, Head of North America Institutional, examine how the drought of the Western United States is affecting the region, inflation and insurance.

ESG 360°

Hosted by our Market Insights team, ESG 360⁰ is a series of 30-minute deep-dives into the topics that matter most for sustainable investors.

Driving change across our industry and communities

Hear from senior leaders across JPMorgan Chase & Co. discuss how we've sharpened our focus on diversity, equity and inclusion. We highlight the firm-wide initiatives we've introduced and the steps we are taking to track and measure our efforts, which we hope will impact all of our communities as well as the financial services industry as a whole.

Building stronger portfolios for a low carbon world

Climate policy and carbon transition present opportunities, as well as risks, to investors. Hear the latest insights from our specialists around the frameworks we’ve developed to help investors prepare for climate transition.

Investing in renewable energy

With the U.S. recommitting to the climate goals of the Paris Agreement, alongside China and India’s pledges to target net zero carbon emissions, Tom Murray, Portfolio Manager, International Equity Group, Juan Lois, Strategist, Sustainable Investing Team, and Fred Barasi, Global Equity Research team, discuss the state of the renewables market, the regulations and policies that govern the landscape, as well as renewable stock valuations for institutional investors to consider.

Crossing the Border: Opportunities in International Equity

Recent trends have shown international equities performing very well relative to their U.S. counterparts. Hear from our experts on how the broad opportunity set and differentiated sector exposure available in offshore markets, along with the tailwind of normalizing exchange rates, offer risk diversification and attractive alpha potential.

Generate income through options

Our experts discuss the current investment landscape and hybrid investment options that are designed to provide consistent income while maintaining prospects for capital appreciation.

Optionality as a pathway to income 

Jared Gross, Head of Institutional Portfolio Strategy, and Hamilton Reiner, Head of U.S. Equity Derivatives, discuss the value of hybrid assets and how combining disciplined call-writing with an active low volatility equity portfolio can provide institutional investors with a new and diversifying source of income.

Optimizing Illiquidity

Jared Gross, Head of Institutional Portfolio Strategy, Zachary Page, Head of U.S. Institutional Multi-Asset Solutions Investment Specialists, and Kathryn Pasqualone, Client Advisor, they discuss strategies to turn unused excess liquidity into a source of long-term value and less liquid investments into higher levels of return, income generation and risk diversification.

Navigating global equity markets on the road to recovery

Shane Duffy, Portfolio Manager, International Equity Group, discusses the opportunities and risks in international markets, and how institutional investors can combat challenges across the space

Emerging Markets in a post-pandemic world

Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager, discusses the emerging markets landscape in the wake of the pandemic, our return expectations for the asset class and views on the impact to US interest rates and the dollar.

Looking for growth in tomorrow’s markets

Giri Devulapally, Portfolio Manager, Large Cap Growth, and Jim Connors, Investment Specialist, shed light on where they are seeing differentiated growth relative to market expectations, opportunities across sectors and their long-term outlook for large cap stocks.

Finding opportunities between growth and value

With inflation looming, vaccination rates dropping, and a strong earnings backdrop, growth vs. value investing is top of mind. Please join Scott Davis, U.S. Equity Portfolio Manager, for a discussion on how he finds mispriced opportunities within the equity market in today’s environment.

The role of diversification within liability hedging portfolios

The current environment calls for a broader fixed income opportunity set within LDI strategies. Please join Jared Gross, Head of Institutional Portfolio Strategy, and Fixed Income Portfolio Managers, Betsy Borowiec, Jesse Fogarty, and Justin Rucker, for a discussion on why adding diversifying assets to the LDI portfolio can help investors reduce credit risk concentration and improve returns, all while maintaining an effective hedging program.

The impacts of the re-opening on fixed income investing

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy, GFICC, discuss what the re-opening means for Fixed Income markets and where they are finding opportunities and value for institutional investors in the market today.

Now is the time for diversification in hedge portfolios

Jared Gross, Head of Institutional Portfolio Strategy, and Michael Buchenholz, Head of U.S. Pension Strategy, discuss trends from across the 100 largest corporate pension plans including the benefits of timely rebalancing, considerations in allocating to illiquid markets and how diversifying exposures to securitized and alternative assets will play an increasingly important role in the future.

1Q23 Guide to China

Gabriela Santos, Global Market Strategist, and Nandini Ramakrishnan, Macro Strategist, Emerging Markets & Asia Pacific Equities Group, share their insights on China's economy, markets + more, from the 1Q23 Guide to China.

2023 Long-Term Capital Market Assumptions Webcast: Globalization will evolve – but not unravel

A webcast discussing the benefits and costs of globalization, as well as the investment implications of an increasingly fragmented, politically aligned global economy.

2023 Long-Term Capital Market Assumptions

Hear from our experts as they explore the projections and key themes from this year's research to help inform your strategic asset allocation.

4Q 2022 Guide to China

Gabriela Santos, Global Market Strategist, and Desiree Wang, China Country Head, share their insights on China's economy, markets + more, from the 4Q22 Guide to China.

Dr. Kelly Broad Market Webcast: Still Waiting for a Less Hawkish Fed

Financial markets continue to be haunted by the ghosts of past stimulus, present inflation and potential future recession. If disinflationary forces begin to flow through economic data more clearly, a shift to smaller rate hikes and then a pause may not be too far off.

2022 Robin Hood Investors Conference

Highlights from the 2022 Robin Hood Investors Conference.

J.P. Morgan Cross Markets Discussion

We’re excited to bring you into our Cross Markets Discussions where CIOs and portfolio managers across asset classes and regions discuss and debate the most pressing obstacles facing investors today and provide emerging investment opportunities and actionable insights.

Strategic Investment Advisory Group: The Lifeboat Economy

In our latest Strategic Investment Advisory Group analysis, we explore the prospect of a “lifeboat economy,” in which groups of countries retreat into their own spheres, abandoning the premise of a single global economy that optimizes utilization of labor, capital, energy and other resources. We assess the investment implications of equities, alternatives, Fed policy and liquidity strategies and the U.S. dollar.

Dr. Kelly Broad Market Webcast: When will the Fed be Ready to Pivot?

Chief Global Strategist, Dr. David Kelly, is joined by Head of Global Multi-Asset Strategy, John Bilton, who will review the global recovery and positioning in multi-asset portfolios.

A Conversation with Michael Cembalest and Ash Williams

Michael Cembalest, Chairman of Market and Investment Strategy, and Ash Williams, Vice Chair for J.P. Morgan Asset Management, discuss the current state of the markets from inflation to Federal Reserve policy, and their outlook for 2023.

3Q22 Guide to China

Gabriela Santos, Global Market Strategist, shares her insights on China's economy, markets & more, from the 3Q Guide to China.

3Q 2022 Guide to the Markets

Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss the current investment landscape using slides from the 3Q22 Guide to the Markets.

2Q 2022 Guide to China

Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Global Market Strategist, share their insights on China's economy, markets & more, from the 2Q Guide to China.

2Q 2022 Guide to the Markets

Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss the current investment landscape using slides from the 2Q22 Guide to the Markets.

1Q 2022 Guide to China

Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Global Market Strategist, share their insights on China's economy, markets & more, from the 1Q Guide to China.

2022 Cross Asset Class Outlook

As we embark upon a new year, inflation, supply chain disruptions, monetary and fiscal policy and the Omicron variant continue to dominate headlines. Please join Paul Quinsee, Global Head of Equities, Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC), and Gary Herbert, Global Head of Tactical Allocation, for a conversation about the opportunities and challenges institutional investors should be aware of in 2022.

Chinese equities amid a changed regulatory paradigm

James Sutton and Shane Duffy, Co-Portfolio Managers of our International Equity Fund, and Jing Ulrich, Vice Chairman of Global Banking and Asia Pacific, discuss the attractiveness of Chinese consumer internet stocks amid a changed regulatory environment and the risks and opportunities of investing alongside Beijing’s strategic policy objectives.

1Q 2022 Guide to the Markets

Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss the current investment landscape using slides from the 1Q22 Guide to the Markets.

CIO Perspectives with Elizabeth Burton

A conversation with Elizabeth Burton, Chief Investment Officer, Employees’ Retirement System of the State of Hawaii, on the plan’s investment objectives and philosophy, current investment themes she and her colleagues are focusing on, and her views on future returns, plan liabilities and potential disruptive forces that may impact her approach to managing portfolios.

2022 Long-Term Capital Market Assumptions

Dr. David Kelly, Chief Global Strategist, John Bilton, Head of Global Multi-Asset Strategy, and Jared Gross, Head of Institutional Portfolio Strategy, discuss this year's return projections and how you can use them to inform your own strategic asset allocations.

4Q 2021 Guide to China

Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Global Market Strategist, share their insights on China's economy, markets & more, from the 4Q Guide to China.

CIO Perspectives with Charles Van Vleet

Please join us for a conversation with Charles Van Vleet, Chief Investment Officer of Pension Investments and Assistant Treasurer at Textron Inc., on the importance of mentoring emerging leaders, innovation and rethinking the conventional wisdom around de-risking.

4Q 2021 Guide to the Markets

Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss the current investment landscape using slides from the 4Q21 Guide to the Markets.

3Q 2021 Guide to China

Dr. David Kelly and Gabriela Santos as they share insights on China’s economy, markets & more, from the 3Q Guide to China.

Dr. Kelly Broad Market Webcast: Investing in the post-pandemic surge

Chief Global Strategist, Dr. David Kelly, and Head of Global Multi-Asset Strategy, John Bilton, discuss June's FOMC meeting, the global pandemic recovery and positioning in multi-asset portfolios.

The economic reopening driven by vaccinations and stimulus

Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss their outlook on the economic recovery driven by vaccination progress and record stimulus, the impact of inflation and interest rates on markets and where institutional investors can allocate capital today.

2Q 2021 Guide to China

Dr. David Kelly and Gabriela Santos share insights on China’s economy, markets & more, from the 2Q Guide to China.

Tapping into Capital Efficiency

Jared Gross, Head of Institutional Portfolio Strategy, discuss how adopting capital-efficient investment strategies can increase the power of portfolios to meet long-term objectives in today’s low-return environment without excessive market risk or illiquidity.

1Q21 Earnings: Record growth amidst a global pandemic

David Lebovitz, Global Market Strategist, and Rick Singh, U.S. Equity Portfolio Manager, recap the first quarter 2021 earnings results, the vaccine-driven re-opening, as well as opportunities and risks institutional investors should keep an eye on throughout 2021.

The impacts of COVID-19 on women in the workforce

China: Understanding the opportunities, risks, and role in portfolios

Howard Wang, Head of the Greater China Emerging Markets and Asia Pacific (EMAP) Equities team, and Gabriela Santos, Global Market Strategist, for a dialogue on China’s consumption trends, monetary policy, energy outlook, and technology progress – and the impact each can have on institutional portfolios.

Long-Term Capital Market Assumptions key takeaways

John Bilton, Head of Global Multi-Asset Strategy, shares key findings from our Long-Term Capital Market Assumptions (LTCMA) client survey and answers frequently asked questions.

Guide to China | China’s role in solving the income and return challenge

A clear understanding of China is key in order to take advantage of the growth, income and diversification benefits Chinese markets can provide, while also avoiding the pitfalls of investing in more inefficient markets. Hear Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Global Market Strategist, discuss these and other topics utilizing the newly created Guide to China, a publication aimed at demystifying China for global investors.

Portfolio construction: Moving toward a new architecture

Jared Gross, Head of Institutional Portfolio Strategy, and Grace Koo, Quantitative Analyst and Portfolio Manager, Multi-Asset Solutions, discuss the importance of evolving asset allocations away from traditional stock/bond diversification and towards a full-spectrum approach that embraces broader use of alternative asset classes along with an increasing focus on risk management around portfolio liquidity.

How institutional investors can reach a 7% return target

John Bilton, Tim Lintern, and Jared Gross analyze how diverse building blocks such as active currency overlay, global tactical asset allocation and active security selection, in combination with a cycle-aware approach to investing and flexibility in asset allocation can unearth additional paths to reaching a higher return.

Multi-asset investing amidst the recovery and what comes next

Balanced portfolios will achieve less than half of the returns of the last decade, driven by low interest rates and stretched valuations. Join Zachary Page, Head of U.S. Institutional Multi-Asset Solutions Investment Specialists, Gary Herbert, Global Head of Tactical Asset Allocation, and Jared Gross, Head of U.S. Institutional Portfolio Strategy, as they discuss trends, opportunities and risks impacting multi-asset investing and why asset allocation decisions are more important than ever before.

Finding growth opportunities in today's market

Jeff Geller, Chief Investment Officer of Multi-Asset Solutions, and Zack Page, Head of U.S. Institutional Investment Specialists for Multi-Asset Solutions, discuss the impacts of the pandemic across asset classes and how flexible investment strategies can maximize returns while minimizing risk.