Alternatives Outlook: Impacts of Covid-19 and portfolio considerations

Presented by

David M. Lebovitz, executive director, Global Market Strategist, J.P. Morgan Asset Management; Brendan Maton, IPE

About this talk

Please join David Lebovitz, Global Market Strategist as he discusses the current macroeconomic outlook for alternative investments in light of Covid-19, using slides from the Guide to Alternatives. The Guide to Alternatives is designed to simplify the complex world of alternative investments and help you make more informed decisions across real estate, infrastructure, private markets and hedge funds. In this webcast David examines the following themes: – The potential impacts of Covid-19 on alternative markets and portfolio construction more broadly – Thinking beyond industrial real estate – Headwinds and tailwinds in renewable energy – Are elevated PE multiples the new normal? – Sources of return in private credit Presented by: David M. Lebovitz, executive director, Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Moderated by Brendan Maton, IPE

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