J.P. Morgan Releases 2020 Guide to Alternatives

NEW YORK, March 4, 2020 /PRNewswire/ -- J.P. Morgan Asset Management today announced the launch of the 2020 Guide to Alternatives, providing an objective analysis of the key themes impacting alternative investments. In its second year, the quarterly Guide offers insights into macro themes across alternatives such as fundraising and manager dispersion, while also drilling down into sub-asset classes including real estate, infrastructure and transport, private credit, private equity and hedge funds.

"Demand for alternatives continues to gather pace as investors seek new opportunities to reduce volatility and enhance portfolio returns. In our second year publishing Guide to Alternatives, we continue to work to deliver uniquely objective insights to enable informed investment decisions," said Anton Pil, Manager Partner, J.P. Morgan Global Alternatives. "There has historically been a lack of insight in the alternative space, and we believe access to information is a critical step in the process for those looking to leverage alternatives as a means of building resilient portfolios."

"At a time when the investment environment remains delicate, the 2020 Guide to Alternatives gives investors a framework for both evaluating and implementing alternatives into portfolios," said David Lebovitz, Global Market Strategist, J.P. Morgan Asset Management. "With 2020 expected to be a year of moderate growth, contained inflation and accommodative policy, the Guide highlights opportunities for investors to generate robust return streams without materially adding to a portfolio's equity risk."

The 1Q20 Guide to Alternatives reveals several key themes:

1.  U.S. Real Estate

Opportunity exists beyond industrial real estate to areas like flex office, retail and data centers

2.  Infrastructure

Both headwinds and tailwinds remain in renewable energy

3.  Private Equity

Dry powder remains, as elevated PE multiples become the new normal

4.  Private Credit

Investors need to set realistic return expectations

To view the full 2020 Guide to Alternatives, click here. 

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J.P. Morgan Asset Management, with assets under management of USD 2.0 trillion (as of 31 December 2019), 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. JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of USD 2.7 trillion (as of 31 December 2019) and operations worldwide. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

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