A new way to think about core alternatives: 5%, 7%, 9%
Investors are beginning to gravitate to global real assets���real estate, infrastructure, transport and natural resources
Using model portfolio analytics, this paper considers the right size, and the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Disruption and the core infrastructure investor
A stable to improving alpha outlook offsets the beta drag
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
J.P. Morgan Asset Management - Global Real Assets is one of the industry's premier real estate, infrastructure, and maritime investment managers.
Alternative beta as part of a broad hedge fund portfolio.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
An Opportune Time to Build Your Strategic Allocation