JP Morgan Asset Management related stories
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Deep Dive: How AI is upending private equity's software sweetheartsThis year’s ‘SaaSpocalypse’ has exposed the vulnerability and deepening uncertainty of outcomes in a much-beloved sector. Investors must work quickly to identify managers capable of thriving in the age of AI.
Lessons to be learned from the credit evergreen redemption rushThe recent redemption rush in credit evergreens underscores that the democratisation of private markets still requires careful calibration.
JPMorgan AM: ‘Window dressing’ will drive evergreen rationalisationSome evergreens enjoy short-term performance boosts from secondaries mark-ups, JPMorgan Asset Management portfolio manager Brian Lam tells Private Equity International.
LPs re-evaluate their allocation models: Story of the YearThe 'total portfolio approach' has captured imaginations in 2025, though the model has both strengths and weaknesses for private equity investors.
Side Letter: 'Naive' alts allocationsGIC and JPMAM propose a radical new approach to alternatives portfolio construction. Plus: Brookfield is back with its next flagship; and an Asian pension giant wants more secondaries exposure. Here's today's brief, for our valued subscribers only.
Colonial First State: ‘This is a great time to increase unlisted exposure’KKR-owned Colonial First State, which manages one of Australia’s 10-largest superfunds, will make its inaugural private equity allocation this month, PE head Chloé Brayne tells PEI.
Side Letter: Inside a PE vet's family officeTips on how to remain fulfilled post-industry from a former BC Partners veteran. Plus: take-privates are on the rise; and why Trump could be a tailwind for private equity dealmaking. Here's today's brief, for our valued subscribers only.
Side Letter: Ardian's record-breaker?Ardian expects to hold the final close on its multibillion mega-fund this year. Plus: Partners Group has tapped an APAC fundraising veteran to co-lead its regional business; and why JPMorgan Asset Management is keeping its appetite small. Here's today's brief, for our valued subscribers only.
PE’s semi-liquid push requires careful marketingA ‘trading mentality’ approach to private equity is risky for non-institutional investors.
Alts tech specialist S64 plants flag Down Under with ex-JPMorgan hireThe wealthtech firm’s senior appointment in Australia follows a similar move in Japan and comes ahead of plans to open a hub in Singapore.