How might alternatives be affected by an expanding global opportunity set and an environment increasingly driven by the fundamentals?

According to Tony Werley, Chief Investment Officer of the J.P. Morgan Endowments & Foundations Group, the outlook is broadly positive relative to public markets. “There’s a host of reasons why alternative assumptions are, on the margin, more attractive versus the year before,” Werley explains. “But they are absolutely more attractive versus a stock-bond combination.” 

Here, Werley joins Bernie McNamara, Global Head of Client Strategy for J.P. Morgan Asset Management, and Anton Pil, Managing Partner of J.P. Morgan Global Alternatives, to discuss J.P. Morgan’s 2018 Long-Term Capital Market Assumptions for this dynamic asset class.

For ideas on how to incorporate these views into your portfolio in a way that is suitable for you, we invite you to contact your J.P. Morgan advisor.