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

Asset Allocation

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

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.

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.

Shaping Alpha Opportunity for 2021

With markets set to remain in the sweet spot for volatility, learn how to position yourself to benefit from the resulting alpha opportunity.

Private equity

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.

Private Credit Amidst COVID-19 and Beyond

Lynnette Ferguson, Head of Investment Specialists Americas, and Brian Coleman, Portfolio Manager, from our J.P. Morgan Alternative Asset Management Group, will discuss how the COVID-19 crisis has impacted the opportunity set in the alternative credit landscape, and give their outlook on the space moving forward.

Opportunities in distressed credit amid the COVID-19 crisis

Leander Christofides, CO-CIO and Portfolio Manager, Global Special Situations Group, discusses how the COVID-19 crisis has changed the opportunity set in the distressed/event-driven credit space.

Infrastructure/Transport

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

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.