Using model portfolio analytics, this paper considers the right size, and the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
An Opportune Time to Build Your Strategic Allocation
J.P. Morgan Asset Management alternative investment solutions custom designed to help investors achieve real returns and add diversification to portfolios, with strategies spanning real assets, private equity/credit, liquid alternatives and hedge funds.
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
Investors are beginning to gravitate to global real assets—real estate, infrastructure, transport and natural resources
Andy Darcy, CEO of J.P. Morgan Asset Management Transportation Assets, talks about the evolving asset class and where he sees the best opportunities in ships, trains, aircraft and more.
Disruption and the core infrastructure investor
A stable to improving alpha outlook offsets the beta drag
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.