With alternative investments attracting increased attention from investors seeking to diversify their portfolios beyond stocks and bonds and hedge against inflation, what are the key trends in the major alts asset classes in 2025 and beyond?
JP Morgan Asset Management has published its latest Global Alternatives Outlook which looks at the next 12-18 months and identifies the opportunities for investors in private equity, private credit, real estate, infrastructure and transport, hedge funds, and secondaries.
“In an environment where traditional portfolios face headwinds such as high valuations, positive stock-bond correlations, and persistent rate volatility, the case for alternatives becomes increasingly compelling,” said Anton Pil, global head of Alternatives Solutions. “These conditions underscore the importance of diversifying with alternative investments to achieve more resilient portfolio outcomes.”
Among the key themes across each sector are:
Real Estate:
Infrastructure and Transport:
Secondaries:
Private Equity:
Private Credit:
Hedge Funds:
“Our 2025 Alternatives Outlook leverages our more than 50-year track record as a private markets investor, and this year’s outlook comes at a time when many types of investors are evaluating their allocations to alternatives,” said Jed Laskowitz, global head of Private Markets and Customized Solutions. “With the US economy in a mid-to-late cycle stage, private markets present potential opportunities for enhanced returns versus public markets, inflation protection, and diversification benefits.”
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