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.

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.

Alternatives Outlook

A rising rate environment, combined with lingering uncertainty about trade, should lead market volatility higher. The question for investors is how to respond.

Alternatives Podcasts

Listen to our latest insights at your desk or on the go.

Hedge funds: survival of the fittest

As old hedge fund strategies die, what new strategies will on live on in their place? Find out with Investment Specialist, Lynnette Ferguson.

Transport: the backbone of global trade

As investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for.

In it for the Long Haul: Core-plus transport investing for resilience during turbulent times

Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.

Risks and opportunities across private markets

As investors pursue growth and enhanced returns they will need to explore the opportunity set that both private credit and private equity present.

A look at strategic beta: past, present, future

David Lebovitz moderates a discussion with Yasmin Dahya-Bilger and Alistair Lowe focused on institutional use and implementation of smart beta strategies.

Real estate perspectives: portfolio considerations across the risk spectrum

Ann Cole and Eric Johnson discuss the dynamic investment opportunities that exist across the risk spectrum in the broad commercial real estate market.

Discipline and opportunistic: looking at the private equity landscape

Larry Unrein and Meena Gandhi explore the PE opportunity set including market cycles, unicorn IPOs, elevated fundraising, and investing principles.

Alternatives outlook: A macro view and late-cycle asset allocation considerations

We explore a strategic framework for alternative asset allocation with insights on portfolio solutions for today’s market environment.

Tackling private credit: distressed and special situations

Brad Demong, Co- Chief Investment Officer & Portfolio Manager, explains both the distressed and special situations opportunity set.

ESG & infrastructure: investing in the world you live in

What should investors be thinking about as climate change, corporate governance, and technology disruption change the world we live in?

Inside the black box: demystifying machine learning investing

We discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.

Concentrating on the core: private infrastructure equity and debt

Nicholas Moller and Ashley Potter, of our Infrastructure Investments Group, discuss how to seize opportunity and effectively manage risk across equity investments in core private infrastructure assets.

Laying the foundation with core alternatives

David Lebovitz, Global Market Strategist, and Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss core alternatives in the midst of COVID-19, the recent Fed rate cut and other current events causing market volatility.

Taking advantage of illiquidity

David Lebovitz, Global Market Strategist, and Larry Unrein, Global Head of Private Equity, discuss what a major economic disturbance such as COVID-19 can mean for both investors as well as those considering investing in Private Equity.

Be resilient with core-plus transportation assets

David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.

Use volatility to your advantage across emerging markets

Tim Morris, Emerging Markets and Asia Pacific Equities Investment Specialist, and Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, explore how COVID-19, the decline in oil prices and market volatility are impacting the asset class.

Understanding the role real estate plays in defined contribution plans

David Lebovitz, Global Market Strategist, and Jani Venter and Jacklyn Beck, Executive Directors from the Defined Contribution Private Real Estate Solutions team discuss the benefits of direct real estate in DC plans and its impact during and after the COVID-19 crisis.

Into the Unknown: Corporate Pensions & COVID-19

Michael Buchenholz, Head of U.S. Pension Strategy, Institutional Strategy & Analytics, discusses the trends that he's identified by analyzing 2019 data from the 100 largest corporate pension plans by assets and whether or not those trends are likely to persist throughout 2020.

State of the Alternatives Market and Strategies for Volatile Times

Anton Pil, Global Head of Alternatives, addresses the impact of COVID-19 on alternative asset classes and shares real-time insights and research from J.P. Morgan’s on-the-ground real asset, private credit, private equity, hedge fund and liquid alternative teams across the globe.

Factor investing in the wake of COVID-19

Yaz Romahi, Quantitative Beta Solutions CIO, Garrett Norman, Beta Specialist and Niels Schuehle, Head of Fixed Income Research, identify which factors have shown resiliency amidst COVID-19 and discuss investor considerations for determining the ideal mix of active and passive investments.

The State of the REIT Market

Bob Culver and Ken Statz of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

Real estate debt: Opportunities persist in private markets

Jay DeWaltoff and Candace Chao, Portfolio Managers, Commercial Real Estate Debt, along with Neil Dey, Portfolio Manager, Securitized Products, discuss how the global pandemic has created dislocations across public and private real estate credit markets and how investors can capitalize on opportunities outside of sectors supported by government interventions.

Transportation – A port for current income during a pandemic

Andy Dacy, CIO - Global Transport Group and Anurag Agrawal, Investment Specialist, will discuss how the $4 trillion transport market across aircraft, rail, maritime, energy logistics, and heavy equipment sectors presents a resilient, uncorrelated, income-generating alternative to traditional fixed income.

How Private Equity is responding to COVID-19

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss the impact the virus has had on Private Equity investors, ESG factors, and the risks and opportunities that lie ahead.

Make Income an Objective

Jared Gross, Head of Institutional Portfolio Strategy, Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss the operational benefits and consistent stream of capital investors can find in allocating to alternative strategies.

ESG: Anchoring Returns for Alternatives

Anurag Agarwal, Global Transportation Group, Nicola Rawlinson, Macro Strategies, Nick Moller, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss their thoughts on the importance of ESG factors within alternative strategies and the return enhancements it can provide.

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