Designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
CEOs, CIOs and strategists from J.P. Morgan’s $200+ billion Global Alternatives platform provided a 12- to 18-month perspective on the trends influencing markets.
Learn about the Core Private Infrastructure Market Outlook in 2023 in regard to inflation protection and uncorrelated returns.
Opportunities are evolving in a challenging market environment
In a period of economic uncertainty and rising interest rates, the U.S. real estate market still shows signs of fundamental strength.
Despite the current market turmoil, there is an opportunity to purchase high-quality assets at temporarily reduced pricing. However, the timing of the move back to lower real estate yields is difficult to forecast.
We see a significant market for highly effective weight loss drugs that appear destined to transform the medical treatment of obesity.
JPMAAM historical data suggests that, on average, hedge fund excess returns (i.e. total return minus equity beta) and interest rates have risen in tandem going back 28 years to the inception of our hedge fund data set.
As the net-zero deadline approaches, funding adaptation technology to ensure a just transition may protect lives—and livelihoods
Market tailwinds are driving development of an exciting new class of oncology drugs: antibody drug conjugates, which are specifically engineered to tackle difficult-to-treat cancers.
In recent years, cross-border investments into Japan multi-family has grown and now exceeds 20% of net investment inflows.
Learn about capital investment opportunities and trends in new climate technology and life sciences companies with our Growth Equity Outlook for 2023
Learn more the European Real Estate Outlook for 2023, with a focus on office, industrial and logistics sectors.
Learn more about the Alternatives Macroeconomic Outlook for 2023, including disinflation and opportunities in equities and robotics innovation
Look out for market trends and new opportunities in 2023 with our hedge fund outlook to help you decide for your next investment
Look out for market trends and new opportunities in 2023 with our convertible bond market outlook to help you decide for your next investment
Learn about the Asia Pacific Real Estate Market Outlook to find out more about how external factors are expected to impact performance over 2023.
Explore our Mezzanine Debt Market Outlook outlining mezz financing with higher rates, tighter liquidity, less competition, and lower risk favoring lenders.
Learn about the 2022 infrastructure debt outlook as performance is expected to remain resilient during an inflationary environment.
Read the Commercial Mortgage Loan Outlook for 2023, with a focus on office, retail, multifamily and industrial sectors
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
Persistently high inflation, high rates and high volatility are creating an Alternatives investment landscape unlike any we've faced - but with the right preparation we will be equipped for the wilds of 2023.
Learn about the Private Credit Global Special Situations Outlook to find out more about how bespoke private investments may continue to offer attractive risk-reward profiles in 2023.
Learn more about how investing in Timberland assets can help investors with reliable income returns and capital appreciation as well as hedging inflation.
When investing in alternatives, it is important to consider the return calculation methodology. Read more about how to measure investment returns.
Learn more about the sources and magnitude of performance dispersion to better manage the risk of alternative investments in your portfolio.
Discover how opportunities in nontraditional asset classes, such as diversified hedge funds, may help provide stability during market volatility.
A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.
Diverse private equity firms (DEI) are an expanding and critical component of both the emerging manager and broader private equity industry
With increased consumer sales and mall and store traffic, the outlook for real assets is turning more positive and pointing to brighter days ahead.
Explore alternative asset opportunities, such as core alternatives, to substitute traditional public assets and improve portfolio outcomes
Explore the positive outlook for the industrial sector in APAC markets, supported by projected long-term growth in consumption, wealth, and trade volumes.
See how core real estate may enhance portfolio performance in a low rate, low return environment with rising inflation expectations.
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.