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Strategic Advisory Investment Group

<p>AI-conscious asset allocation: Portfolio construction in a capital investment boom</p>

How can investors harness AI’s extraordinary potential while maintaining appropriate levels of portfolio risk diversification? A new report from the Strategic Investment Advisory Group explores this pivotal question.

3Q26 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.

Mid-Year Investment Outlook 2026

Discover the latest analysis from our Market Insights team on the global economy and the prospects for global markets, including the main opportunities and risks across asset classes.

3Q26 Guide to Alternatives - Deep Dive: Convergence in Public & Private Markets

This webcast will focus on the latest themes in private markets, including how alternative investments can provide income and developments in the private credit space. Our experts will cover:

  • How alternatives can enhance income and diversification in income-focused portfolios
  • Trends in credit across public and private markets
  • Private credit and direct lending opportunities
  • Real assets for income and true diversification

Insights

Harnessing the power of perspective to build stronger portfolios

 

For more than a century, through changing market cycles, the individuals, families, businesses and institutions we serve have relied on our perspective to help them build stronger portfolios. Together with our clients, partners and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.

Stay ahead the latest insights

Learn more

Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong

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