Disruption and the core infrastructure investor
An Opportune Time to Build Your Strategic Allocation
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.
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.
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
A stable to improving alpha outlook offsets the beta drag
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.