A new way to think about core alternatives: 5%, 7%, 9%
J.P. Morgan Asset Management - Global Real Assets is one of the industry's premier real estate, infrastructure, and maritime investment managers.
A stable to improving alpha outlook offsets the beta drag
A case for private core infrastructure
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
Alternative beta as part of a broad hedge fund portfolio.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.