J.P. Morgan Cashflow Driven Investment Strategy
Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Our Infrastructure Research Team tests core infrastructure’s resilience by putting a portfolio through three scenarios.