How can the right alternatives portfolio construction help close the return gap?
Should investors fear an erosion of the illiquidity premium?
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies, which can provide stable income and low total return volatility.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Disruption and the core infrastructure investor
Andy Darcy, CEO of J.P. Morgan Asset Management Transportation Assets, talks about the evolving asset class and where he sees the best opportunities in ships, trains, aircraft and more.
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
Impact of disruption on the core infrastructure investor