The 2024 Asset Allocation Draft

Update: 2023-12-15

Description

David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investment opportunities in 2024.

Comments

In Channel

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U.S. exceptionalism and developed markets

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How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction

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Transportation assets and tariffs: Is bad news good news?

2025-06-2622:32

Unpacking policy uncertainty

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2025 Asset Allocation Draft

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2025 LTCMAs: Higher starting points but healthier foundations

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Across the Great Divide: Public and Private markets reconsidered

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The Calm after the cuts

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Gaining perspective on public and private equity

2024-09-0928:17

Leading with science: A deep dive on biotech

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The role of public and private strategies in real estate

2024-05-1621:56

A New Perspective for Credit Investors

2024-04-0418:29

Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

2024-03-0734:58

How soft would a soft landing be?

2024-02-2318:26

Investment Outlook for 2024

2024-01-2520:06

The 2024 Asset Allocation Draft

2023-12-1529:57

Unpacking the opportunity in developed market equities

2023-11-2118:35

2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

2023-10-2516:24

Post-FOMC perspectives and the road ahead

2023-09-2915:00

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The 2024 Asset Allocation Draft

J.P. Morgan Asset Management

#box-pro-ellipsis-176192974393896{-webkit-line-clamp:2;}The 2024 Asset Allocation Draft

The 2024 Asset Allocation Draft

J.P. Morgan Asset Management

The 2024 Asset Allocation Draft