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51,416 slides across 1229 decks match.
Methodology
IPSOS · 2023 · appendix
Methodology
ABOUT IPSOS
IPSOS · 2023 · other
ABOUT IPSOS
Guide to Alternatives
JPMorgan · 2026 · cover
Guide to Alternatives
Global Market Insights Strategy team
JPMorgan · 2026 · team_bio
Global Market Insights Strategy team
Page reference
JPMorgan · 2026 · table_of_contents
Page reference
Earnings/coupon yield and the 60/40
JPMorgan · 2026 · financial_analysis
Earnings/coupon yield and the 60/40
5.5% — 10-year annualized return
60/40 portfolio income generation
JPMorgan · 2026 · financial_analysis
60/40 portfolio income generation
-0.1% — 60/40 real yield
60/40 returns and stock-bond correlation
JPMorgan · 2026 · market_landscape
60/40 returns and stock-bond correlation
1% — 60/40 portfolio return
Portfolio diversification
JPMorgan · 2026 · financial_analysis
Portfolio diversification
8.8% — Annualized returns
Alternatives: Correlations, returns and yields
JPMorgan · 2026 · market_landscape
Alternatives: Correlations, returns and yields
Alternatives and manager selection
JPMorgan · 2026 · peer_benchmark
Alternatives and manager selection
20.8% — Manager dispersion
Valuations monitor
JPMorgan · 2026 · market_landscape
Valuations monitor
100% — Percentile rank
Public and private market correlations
JPMorgan · 2026 · heatmap_matrix
Public and private market correlations
Yield alternatives
JPMorgan · 2026 · market_landscape
Yield alternatives
9.9% — Asset class yield
Assets under management
JPMorgan · 2026 · market_landscape
Assets under management
$21.0tn — Global alternative assets under management
Alternatives fundraising and dry powder
JPMorgan · 2026 · market_landscape
Alternatives fundraising and dry powder
$4.2 — USD trillions
Institutional investor positioning
JPMorgan · 2026 · market_landscape
Institutional investor positioning
37% — Alternative allocation share
Private wealth investor positioning
JPMorgan · 2026 · market_landscape
Private wealth investor positioning
$493 — AUM
Sources of global private real estate returns
JPMorgan · 2026 · financial_analysis
Sources of global private real estate returns
Real estate correlation to equities
JPMorgan · 2026 · analyze_data
Real estate correlation to equities
0.5 — Correlation
U.S. real estate: Transaction volumes
JPMorgan · 2026 · market_landscape
U.S. real estate: Transaction volumes
U.S. real estate: Cap rates and property prices
JPMorgan · 2026 · market_landscape
U.S. real estate: Cap rates and property prices
5.7% — Cap rate
U.S. real estate: Vacancy rates and NOI growth
JPMorgan · 2026 · market_landscape
U.S. real estate: Vacancy rates and NOI growth
U.S. real estate: Office leasing activity
JPMorgan · 2026 · market_landscape
U.S. real estate: Office leasing activity
U.S. real estate: Office supply
JPMorgan · 2026 · market_landscape
U.S. real estate: Office supply
U.S. housing affordability
JPMorgan · 2026 · market_landscape
U.S. housing affordability
U.S. multifamily housing trends
JPMorgan · 2026 · industry_trends
U.S. multifamily housing trends
Europe real estate: Transaction volumes
JPMorgan · 2026 · market_landscape
Europe real estate: Transaction volumes
Europe real estate: Yield and income
JPMorgan · 2026 · market_landscape
Europe real estate: Yield and income
5.0% — Prime yield
Europe real estate: Office vacancy rates
JPMorgan · 2026 · market_landscape
Europe real estate: Office vacancy rates
Asia Pacific real estate: Transaction volumes
JPMorgan · 2026 · market_landscape
Asia Pacific real estate: Transaction volumes
Asia Pacific real estate: Yields and capital values
JPMorgan · 2026 · market_landscape
Asia Pacific real estate: Yields and capital values
Commercial mortgage maturities and delinquencies
JPMorgan · 2026 · market_landscape
Commercial mortgage maturities and delinquencies
15.6% — Delinquency rate
Commercial real estate credit risk metrics
JPMorgan · 2026 · kpi_dashboard
Commercial real estate credit risk metrics
Commercial real estate debt
JPMorgan · 2026 · market_landscape
Commercial real estate debt
$267bn — AUM
Sources of global infrastructure returns
JPMorgan · 2026 · financial_analysis
Sources of global infrastructure returns
Infrastructure investment needs
JPMorgan · 2026 · market_landscape
Infrastructure investment needs
$29.8tn — Infrastructure investment needs
Global infrastructure transactions
JPMorgan · 2026 · market_landscape
Global infrastructure transactions
U.S. utility profitability and consumption
JPMorgan · 2026 · market_landscape
U.S. utility profitability and consumption
U.S. electricity generation
JPMorgan · 2026 · industry_trends
U.S. electricity generation
222.1GW — Electricity generation
Data centers and electricity consumption
JPMorgan · 2026 · industry_trends
Data centers and electricity consumption
219 — Gigawatts
Global energy trends
JPMorgan · 2026 · industry_trends
Global energy trends
Defense spending on infrastructure and innovation
JPMorgan · 2026 · industry_trends
Defense spending on infrastructure and innovation
5% — Defense spending % of GDP
U.S. timberland investment returns
JPMorgan · 2026 · financial_analysis
U.S. timberland investment returns
U.S. wood consumption and demand
JPMorgan · 2026 · market_landscape
U.S. wood consumption and demand
1mn units — housing starts
Global seaborne trade volumes
JPMorgan · 2026 · industry_trends
Global seaborne trade volumes
Global trade routes and chokepoints
JPMorgan · 2026 · geographic_map
Global trade routes and chokepoints
+4.9% — YTD global change
Global shipping: Orders, capacity and age
JPMorgan · 2026 · market_landscape
Global shipping: Orders, capacity and age
13.9 years — Global fleet age
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