Guide to Alternatives

J.P. Morgan Asset Management

Research

81 Pages

J.P. Morgan Asset Management provides a comprehensive review of the alternative investment landscape, evaluating private credit, real estate, infrastructure, hedge funds, and private equity within multi-asset portfolios. The guide emphasizes how alternatives can enhance diversification, improve risk-adjusted returns, and provide consistent income as public markets face high valuations and moderating growth.

Key Takeaways

Private credit momentum: Assets under management surpassed $3.4 trillion globally, supported by tighter bank lending and attractive yield spreads.
Real asset resilience: Infrastructure and real estate strategies delivered inflation-adjusted returns of 6–8% annually over the past decade.
Portfolio integration: A 60/30/10 mix of public equity, bonds, and alternatives historically improved Sharpe ratios by over 25% relative to traditional 60/40 allocations.
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