Global Transportation Outlook
Core Transportation investing generates steady and resilient returns through economic and geopolitical disruption.
Guide to Alternatives
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
Core Transportation investing generates steady and resilient returns through economic and geopolitical disruption.
An overview of infrastructure investments, what they are and why a client may want to consider an investment in a private infrastructure fund.
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.
Secondary transactions and co-investments are creating more potential to diversify alternatives portfolios.
The macro landscape has shifted dramatically over the last three years, and in 2024 uncertainty lingers as to whether the economy will experience resilience or recession.
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.
While many of the traditional sources of diversification have been challenged by market conditions, alternative investments can enhance diversification.
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.
The secondary market can often relieve liquidity issues for investors in private equity by offering the opportunity to sell existing investments to another buyer.
Private equity markets have historically been only available to institutional and high-net-worth investors, but are now accessible through 40-Act tender funds.
Private equity can play a critical role in diversified portfolios, enhancing returns and reducing volatility.
2023 has seen more office conversion activity – while sometimes this can be easier said than done, it does suggest that there is an evolving opportunity in the office space for investors who can deploy additional capital.
As the net-zero deadline approaches, funding adaptation technology to ensure a just transition may protect lives—and livelihoods
We see a significant market for highly effective weight loss drugs that appear destined to transform the medical treatment of obesity.
It would not be surprising to see a more notable re-rating in valuations later this year or in early 2024; this, in turn, will create opportunity for both primary and secondary market investors.
Fundamentals differ significantly at the sector level. For example, office remains the weakest sector, as vacancy rates remain elevated, and firms struggle to fully exit remote working.
Here’s why
Core infrastructure continues to represent a way to generate income without taking on more equity risk, while proactively hedging portfolios from the chance that inflation is harder to tame than many currently expect.
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 real estate, industrial asset valuations have barely flinched given low vacancy rates and rising rents, whereas the office space has seen (and is expected to see) further pain as we determine what the future of work will look like.
Given the rapid tightening from the Federal Reserve, property values are likely to be marked down in the quarters ahead impacting loan values on bank balance sheets.
Over the past six years, cross-border investment into Japan multi-family has consistently grown and now exceeds 20% of net investment inflows to the sector.
Moreover, many banks stepped away from riskier lending in the aftermath of 2008, creating an opportunity for private credit firms and other direct lenders to increase their market share.
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
Our research illustrates that an allocation to private core real estate delivered potential benefits to DC plan performance during periods of market drawdowns. These benefits are especially relevant given the risk of a U.S. recession and the potential for value erosion in retirement portfolios.
The industries most impacted by social distancing account for 20% of payroll employment, and consumer spending across those industries account for 20% of GDP.