Guide to Alternatives 2Q 2026

J.P. Morgan Asset Management

Research

81 Pages

J.P. Morgan Asset Management reviews the role of alternatives across portfolio construction, income, diversification, private markets, real assets, hedge funds, and private credit. The guide shows that adding 10% alternatives historically improved returns and lowered volatility across stock bond portfolio mixes.

Key Takeaways

Alternatives Improved Mix: A 60/40 portfolio returned 7.5% with 9.9% volatility, while adding 10% alternatives lifted returns to 7.9%.
Private Markets Scaled: Global alternative assets under management rose from $1.3 trillion in 2000 to $21.0 trillion in 2025.
Valuations Look Mixed: Private equity sits at the 88th percentile, while venture capital is at the 75th percentile versus history since 2009.
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