How can the right alternatives portfolio construction help close the return gap?
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies, which can provide stable income and low total return volatility.
Disruption and the core infrastructure investor
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.
Which markets have the greatest investment opportunity?
What role should hedge funds fill in your portfolio?
What does infrastructure investing look like in the future?
An Opportune Time to Build Your Strategic Allocation
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.