JPMorgan 2019年全球另类资产投资展望

3 FOREWORD
4 MACROECONOMIC OUTLOOK
As growth slows and risks rise, investors should expect the unexpected
6 ALTERNATIVE ASSET ALLOCATION
A strategic framework for alternative asset allocation, with insights on late-cycle investing
10 HEDGE FUNDS
A new, higher volatility regime sets the stage for certain hedge fund strategies
13 INFRASTRUCTURE
ESG is paramount for sustainable near- and long-term returns
14 TRANSPORT
Preparing for resilience in a period of change
16 PRIVATE CREDIT
Amid an influx of new lenders, finding pockets of quality
18 PRIVATE EQUITY
When fundraising gets easier, investing is more challenging
22 GLOBAL REAL ESTATE
Relative value opportunities in a market priced to perfection