Asset Allocation
Alternatives can address shortages of alpha, income and diversification. Focus on what assets do, rather than what they’re called.
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.
Alternatives can address shortages of alpha, income and diversification. Focus on what assets do, rather than what they’re called.
Explore how key themes of this year’s LTCMAs — notably fiscal stimulus, elevated debt, climate change and alternatives — may play out in investor portfolios.
Our 2021 hedge fund outlook sees strong opportunities in undervalued equities, sustainability, SPACs, emerging market consumers and global tech adoption.
With markets set to remain in the sweet spot for volatility, learn how to position yourself to benefit from the resulting alpha opportunity.
Jon Segal, Co-Chief Investment Officer of Highbridge Capital Management, discusses credit markets, his view on the special-purpose acquisition company market and how institutional investors should look to allocate capital going forward.
Our 2021 private credit outlook sees better yields where capital is scarce, including mortgage debt, mezzanine debt and distressed lending.
Lynnette Ferguson, Head of Investment Specialists Americas, and Brian Coleman, Portfolio Manager, from our J.P. Morgan Alternative Asset Management Group, will discuss how the COVID-19 crisis has impacted the opportunity set in the alternative credit landscape, and give their outlook on the space moving forward.
Leander Christofides, CO-CIO and Portfolio Manager, Global Special Situations Group, discusses how the COVID-19 crisis has changed the opportunity set in the distressed/event-driven credit space.
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.
As the global energy landscape changes and the focus on ESG grows, explore how investing in transportation can help to achieve sustainable investing goals.
While not our base case forecast, a period of high inflation does merit consideration, and mitigation, as we enter the post-Covid era.
Transportation is capital-intensive and increasingly focused on ESG. Discover what the need for capital strength and new technology means for investing.
Discover the opportunities in core infrastructure equity in 2021, and learn more about ESG considerations and the power of a controlling stake.
See how core real estate may enhance portfolio performance in a low rate, low return environment with rising inflation expectations.
Key megatrends, accelerated by the pandemic, are transforming real estate investing. See where our discerning regional specialists are finding opportunities.
Explore our 2021 European Real Estate Market Outlook. We review the impact of COVID-19 and detail opportunities in retail, hospitality, offices and more.