Alternative asset returns
When investing in alternatives, it is important to consider the return calculation methodology. Read more about how to measure investment returns.
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Alternatives Insights
Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.
Our latest thought leadership
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.
Insights by asset class
Asset allocationPerformance Dispersion
Learn more about the sources and magnitude of performance dispersion to better manage the risk of alternative investments in your portfolio.
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Improving portfolios’ equity diversification with hybrid alternative assets
Discover how opportunities in nontraditional asset classes, such as diversified hedge funds, may help provide stability during market volatility.
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Core Alternative Assets Deliver What Public Markets Cannot
Explore alternative asset opportunities, such as core alternatives, to substitute traditional public assets and improve portfolio outcomes
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Hedge funds: Interest rates and hedge fund returns historically rise in tandem. Here’s why
JPMAAM historical data suggests that, on average, hedge fund excess returns (i.e. total return minus equity beta) and interest rates have risen in tandem going back 28 years to the inception of our hedge fund data set.
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Macro strategies outlook: Disinflation and robotics
Learn more about the Alternatives Macroeconomic Outlook for 2023, including disinflation and opportunities in equities and robotics innovation
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Hedge funds outlook: Change and opportunity
Look out for market trends and new opportunities in 2023 with our hedge fund outlook to help you decide for your next investment
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Obesity drugs: How much truth is behind the weight loss hype?
We see a significant market for highly effective weight loss drugs that appear destined to transform the medical treatment of obesity.
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The adaptation challenge: New technologies help prepare at-risk communities
As the net-zero deadline approaches, funding adaptation technology to ensure a just transition may protect lives—and livelihoods
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Catching the next wave of powerful cancer therapeutics
Market tailwinds are driving development of an exciting new class of oncology drugs: antibody drug conjugates, which are specifically engineered to tackle difficult-to-treat cancers.
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Private Equity Outlook
Learn about Private Equity Outlook for 2023, including in early-stage Venture Capital investing and in smaller and middle markets.
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Growth Equity outlook: Innovation to drive value
Learn about capital investment opportunities and trends in new climate technology and life sciences companies with our Growth Equity Outlook for 2023
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Taking a byte out of GHG emissions
Find the role energy usage data can play in catalyzing a sustainable real estate industry and helping reduce its greenhouse gas emissions.
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The DEI opportunity in private equity
Diverse private equity firms (DEI) are an expanding and critical component of both the emerging manager and broader private equity industry
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Convertible debt outlook: Systemic and cyclical trends present opportunities
Look out for market trends and new opportunities in 2023 with our convertible bond market outlook to help you decide for your next investment
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Mezzanine debt outlook: Expecting higher returns for lower leverage loans
Explore our Mezzanine Debt Market Outlook outlining mezz financing with higher rates, tighter liquidity, less competition, and lower risk favoring lenders.
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Infrastructure debt outlook: Performance remains resilient
Learn about the 2022 infrastructure debt outlook as performance is expected to remain resilient during an inflationary environment.
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Commercial mortgage loan outlook
Read the Commercial Mortgage Loan Outlook for 2023, with a focus on office, retail, multifamily and industrial sectors
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Global Special Situations outlook: Attractive risk-reward profiles
Learn about the Private Credit Global Special Situations Outlook to find out more about how bespoke private investments may continue to offer attractive risk-reward profiles in 2023.
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Diversified core-plus transportation
A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.
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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.
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Multi-family property investing in Japan 2.0: Still delivering attractive risk-adjusted returns
In recent years, cross-border investments into Japan multi-family has grown and now exceeds 20% of net investment inflows.
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U.S. real estate outlook: Pockets of demand still exist
Read our U.S. Real Estate Market Outlook for the year 2023 and identify investment opportunities and prospects within the housing market.
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European real estate outlook: Economic uncertainty creates opportunities
Learn more the European Real Estate Outlook for 2023, with a focus on office, industrial and logistics sectors.
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Asia-Pacific real estate outlook: Demand underpins performance
Learn about the Asia Pacific Real Estate Market Outlook to find out more about how external factors are expected to impact performance over 2023.
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Returning shoppers and fresh spending reinvigorate retail assets
With increased consumer sales and mall and store traffic, the outlook for real assets is turning more positive and pointing to brighter days ahead.
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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.
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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.
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