What to take into account while constructing 2021 real assets portfolios

After researching 200 asset classes and more than a dozen currencies, the team at J.P. Morgan Asset Management has published its 25th annual Long-Term Capital Market Assumptions report, which has plenty to say about the outlook for real assets. To review the organization’s conclusions for 2021, we are joined by Pulkit Sharma, global head of alternatives investment strategy and solutions at the $150 billion alternatives division for the famed Wall Street bank. (12/2020)