- The function of actual property in a world of upper inflation (slide 9)
- The continued development of SPACs and the rise of the retail investor (slide 32)
- The outlook for personal credit score in world of rising debt (slide 35)
- The way forward for workplace actual property and potential long-term winners and losers (slide 11)
“As bond yields stay muted and fairness valuations stretched, traders are more and more in search of goal insights into different investments as they proceed to seek for alternatives to scale back volatility and improve portfolio returns, stated Anton Pil, Head of World Alternate options, J.P. Morgan Asset Administration. “Our 2021 Information to Alternate options gives an evaluation of the key themes impacting different investments, arming traders with the insights they should make knowledgeable selections when allocating to the asset class.”
“As traders look to benefit from the financial restoration following a COVID-19-driven downturn final yr, our newest Information to Alternate options delivers an efficient framework for each evaluating and implementing alternate options into portfolios,” stated David Lebovitz, World Market Strategist, J.P. Morgan Asset Administration. “The pandemic accelerated present developments and exacerbated present challenges, but in addition created a lot of alternatives. Going ahead, the prudent investor will look to benefit from these developments throughout a wide range of different investments to deal with the still-present headwinds associated to anticipated returns and earnings era.”
To view the complete 2021 Information to Alternate options, click on right here.
About J.P. Morgan World Alternate options
J.P. Morgan World Alternate options is the choice funding arm of J.P. Morgan Asset Administration. With greater than 50 years as an alternate options funding supervisor, $160 billion in property below administration and greater than 600 professionals (as of December 31, 2020), we provide methods throughout the choice funding spectrum together with actual property, non-public fairness and credit score, infrastructure, transportation, liquid alternate options, and hedge funds. Working from places of work all through the Americas, Europe and Asia Pacific, our 14 unbiased different funding engines mix specialist data and singular focus with the worldwide attain, huge sources and highly effective infrastructure of J.P. Morgan to assist meet every consumer’s particular aims. For extra info: jpmorganassetmanagement.com.
About J.P. Morgan Asset Administration
J.P. Morgan Asset Administration, with property below administration of USD 2.3 trillion (as of 31 December 2020), is a world chief in funding administration. J.P. Morgan Asset Administration’s shoppers embody establishments, retail traders and excessive internet value people in each main market all through the world. J.P. Morgan Asset Administration gives international funding administration in equities, fastened earnings, actual property, hedge funds, non-public fairness and liquidity.
JPMorgan Chase & Co. (NYSE: JPM) is a number one international monetary providers agency with property of $3.4 trillion and operations worldwide. The Agency is a frontrunner in funding banking, monetary providers for customers and small companies, business banking, monetary transaction processing, and asset administration. A part of the Dow Jones Industrial Common, JPMorgan Chase & Co. serves hundreds of thousands of shoppers in the US and lots of the world’s most distinguished company, institutional and authorities shoppers below its J.P. Morgan and Chase manufacturers. Details about JPMorgan Chase & Co. is on the market at www.jpmorganchase.com.
J.P. Morgan Asset Administration is the advertising and marketing identify for the asset administration companies of JPMorgan Chase & Co., and its associates worldwide.
Supplied for info solely. Investments contain dangers, not all funding concepts are appropriate for all traders. Diversification doesn’t assure constructive returns or eradicate threat of loss. Investments should not related or similar to deposits. Traders ought to search skilled recommendation and conduct their analysis earlier than making investments.
The views contained herein are to not be taken as recommendation or a suggestion to purchase or promote any funding in any jurisdiction, neither is it a dedication from J.P. Morgan Asset Administration or any of its subsidiaries to take part in any of the transactions talked about herein. Any forecasts, figures, opinions or funding strategies and techniques set out are for info functions solely, based mostly on sure assumptions and present market circumstances and are topic to alter with out prior discover. All info offered herein is taken into account to be correct on the time of manufacturing. This materials doesn’t include ample info to help an funding determination and it shouldn’t be relied upon by you in evaluating the deserves of investing in any securities or merchandise. As well as, customers ought to make an unbiased evaluation of the authorized, regulatory, tax, credit score and accounting implications and decide, along with their very own skilled advisers, if any funding talked about herein is believed to be appropriate to their private objectives. Traders ought to be certain that they get hold of all out there related info earlier than making any funding. It needs to be famous that funding entails dangers, the worth of investments and the earnings from them could fluctuate in accordance with market circumstances and taxation agreements and traders could not get again the complete quantity invested. Each previous efficiency and yields should not dependable indicators of present and future outcomes.
To the extent permitted by relevant legislation, we could file phone calls and monitor digital communications to adjust to our authorized and regulatory obligations and inside insurance policies. Private information shall be collected, saved and processed by J.P. Morgan Asset Administration in accordance with our privateness insurance policies at https://am.jpmorgan.com/international/privateness.
SOURCE J.P. Morgan Asset Administration