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J.P. Morgan's 2022 Predictions for 5 Alternative Investments

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Related: 2 Ways to Remove Alternatives’ Mystique for Clients

J.P. Morgan Asset Management’s annual Global Alternatives Outlook, released Thursday, provides a 12- to-18-month outlook across private credit, private equity, hedge funds, real estate, infrastructure, transportation and timber.

The new report highlights the views of chief executives, investment officers and strategists from the firm’s more than $200 million alternatives platform.

“Our 2022 Global Alternatives Outlook is focused on helping our clients see the forest and the trees, by considering not just the short-term outlook for markets and economies, but also the bigger picture challenges and opportunities across alternative investments,” said Anton Pil, head of alternatives at J.P. Morgan Asset Management.

The report also provides a framework for investing in alternatives sectors and styles that exhibit characteristics similar to equities and fixed income to deliver both stable income and alpha.

“We are constructive on the global economy as we head into 2022, but recognize that investment returns in public markets may be more difficult to come by,” said David Lebovitz, global market strategist at J.P. Morgan Asset Management. 

“Against this backdrop, it will be essential for investors to embrace alternatives as they navigate a world characterized by muted expected returns, historically low interest rates and elevated volatility.”

See the gallery for five key alternatives sector themes as laid out in the report.

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