国际投行报告-全球投资策略-另类投资前景和策略：将另类投资移至低比重-2022.5.25-35页

# 投行报告 # 全球投资 # 前景和策略大小：0.88M | 页数：35 | 上架时间：2022-06-01 | 语言：英文

国际投行报告-全球投资策略-另类投资前景和策略：将另类投资移至低比重-2022.5.25-35页.pdf

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国际投行报告-全球投资策略-另类投资前景和策略：将另类投资移至低比重-2022.5.25-35页.pdf

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类型: 策略

上传者: YXM-187

撰写机构: J.P.Morgan

出版日期: 2022-05-25

摘要：

The outstanding amount of alternative assets is estimated to have contracted by 10% YTD to $25tr currently.

 As a result of the severe selloff in publicly listed equities and bonds the share of alternatives in the total asset universe has risen to a new high of 13.7%.

 While public markets already price in significant recession risks, and digital assets have repriced significantly following the collapse of Terra USD, some alternative assets such as private equity, private debt and real estate appear to have lagged somewhat. A potential lagged repricing keeps us more cautious on private equity, private debt and real estate over the coming quarters.

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