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.
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.
A new way to think about core alternatives: 5%, 7%, 9%
In this article, 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.
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
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
A case for private core infrastructure