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July 24, 2024
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Alternative Investments

Navigating a Shifting Investment Landscape

Research explores opportunities in Multi-Alternatives Strategies, Core Private Infrastructure, Private Equity and Commercial Real Estate

NEW YORK, Jan. 16, 2024 /PRNewswire/ — J.P. Morgan today released its 2024 outlook for the alternative investment landscape. www.jpmorgan.com/altsoutlook.

Uncertainty has remained a central theme in financial markets over the past several years. Surging inflation, rapid interest rate increases, slowing global growth, increased geopolitical risks and elevated stock and bond market volatility have all dramatically shifted the investment landscape, and alternative investments have not been immune.

To help investors take advantage of these market dynamics, J.P. Morgan asked experienced investment leaders from across its $213 billion Global Alternatives platform to share their 12- to 18-month outlooks on several alternative investment markets. Their insights into the trends, risks and opportunities influencing multi-alternatives strategies, core private infrastructure, private equity and commercial real estate are featured in individual papers within the research.

“The case for investing in alternatives remains as strong as ever,” said Anton Pil, Global Head of Alternatives for J.P. Morgan Asset Management. “These assets have historically helped investors diversify traditional portfolios by pursuing investment returns largely independent from publicly traded equity and bond markets, potentially helping to diversify portfolio correlations, lower overall volatility, expand investment income sources, mitigate inflation risk and enhance both absolute and risk-adjusted performance.”

Looking ahead into 2024, the firm expects to see growing demand for alternative investments driven by three broad themes:

Displacement: Much of 2023 saw a slowdown in private market activity, which broadly pressured pricing in many alternative assets. This opened considerable investment value in some segments and could result in a compelling 2024 vintage, especially if the current interest-rate tightening cycle proves to be at or near its peak.

Democratization: Investment innovation continues to expand access to alternative investments through a growing range of strategies and structures available to a much broader number of investors.

Diversification: The investment markets of the past few years have shown the limits of relying solely on traditional stocks and bonds to provide adequate portfolio diversification in the current market cycle. Alternative investments can offer solutions to tap into new, dynamic investment opportunities designed to help better balance portfolio risk/return exposures.

More information about the research and J.P. Morgan’s alternatives offering can be found at: www.jpmorgan.com/altsoutlook

About J.P. Morgan Asset Management

J.P. Morgan Global Alternatives is the alternative investment arm of J.P. Morgan Asset Management. With more than 60 years as an alternatives investment manager, US$213 billion in assets under management and more than 800 professionals (as of December 31, 2023), J.P. Morgan offers strategies across the alternative investment spectrum including real estate, private equity, private credit, hedge funds, infrastructure, transportation, timber 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.

J.P. Morgan Asset Management, with assets under management of $3.1 trillion (as of 12/31/2023), 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. For more information: www.jpmorganassetmanagement.com. J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co., and its affiliates worldwide.

JPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm based in the United States of America (“U.S.”), with operations worldwide. JPMorgan Chase had $3.9 trillion in assets and $328 billion in stockholders’ equity as of December 31, 2023. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Under the J.P. Morgan and Chase brands, the Firm serves millions of customers in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

SOURCE J.P. Morgan Asset Management

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