J.P. Morgan Releases 2022 Alternatives Outlook Urging Investors to Embrace Megatrends to Overcome Challenging Public Markets
The Alternatives industry’s most comprehensive report features views from the firm’s 18 investment engines across private credit, private equity, hedge funds, real estate, infrastructure, transportation and timber.
NEW YORK, January 13, 2022 : J.P. Morgan Asset Management today released its fourth annual Global Alternatives Outlook, providing a 12-to-18 month outlook across every key alternative asset classes and highlighting the views of the CEOs, CIOs and strategists from the firm's USD 200+ billion alternatives platform.
This year’s report, titled “Seeing the Forest and the Trees", encourages investors to consider opportunities presented by megatrends across alternative asset classes as it becomes increasingly difficult to generate stable income-driven returns and alpha through the public markets alone.
“Our 2022 Global Alternatives Outlook is focused on helping our clients see the forest and the trees, by considering not just the short-term outlook for markets and economies, but also the bigger picture challenges and opportunities across alternative investments,” said Anton Pil, Head of Alternatives, J.P. Morgan Asset Management. “While investors are clearly challenged by both stretched valuations in traditional markets and persistently low bond yields, we see ample opportunities for those investors willing to embrace megatrends across alternatives in areas such as ESG and technology.”
“We are constructive on the global economy as we head into 2022 but recognize that investment returns in public markets may be more difficult to come by,” said David Lebovitz, Global Market Strategist, J.P. Morgan Asset Management. “Against this backdrop, it will be essential for investors to embrace alternatives as they navigate a world characterized by muted expected returns, historically low interest rates and elevated volatility.”
The 2022 Global Alternatives Outlook also provides a framework for investing in hybrid-like alternatives – alternatives sectors and styles that exhibit equity-like and fixed-income-like characteristics – to deliver both stable income and alpha.
Some of the key sector themes revealed in the 2022 Global Alternatives Outlook include:
About J.P. Morgan Global Alternatives
J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset Management. With more than 50 years as an alternatives investment manager, US$201 billion in assets under management and more than 700 professionals (as of September 30, 2021), we offer strategies across the alternative investment spectrum including real estate, private equity, private credit, hedge funds, infrastructure, transportation and liquid alternatives. Operating from offices throughout the Americas, Europe and Asia Pacific, our independent alternative investment engines combine specialist knowledge and singular focus with the global reach, vast resources and powerful infrastructure of J.P. Morgan to help meet each client's specific objectives. For more information: jpmorgan.com/am.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $2.7 trillion (as of 9/30/2021), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
Performance quoted is past performance and is not a guarantee of future results.
Investing in alternatives does not guarantee investment returns and does not eliminate the risk of loss.
Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation
J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Including but not limited to J.P. Morgan Investment Management, Inc.