Wheels down, elevation up

Falling global interest rates have provided relief for rate-sensitive sectors, particularly real estate. With valuations significantly adjusted, the asset class now presents an attractive entry point for investors seeking exposure.

The investment environment to start the new year is quite interesting. Equity and fixed income markets appear to be fully valued and the Republican sweep in the U.S. could have global ramifications. China continues to struggle to find its footing, while AI might provide significant investment opportunities in alternative investing. The Portfolio Solutions Group looks at five key areas going into 2025.

Alternative sub-sectors offer unique demand drivers and the potential to outperform core real estate sectors.

Vanguard's 2025 outlook suggests a new narrative for investors, looking beyond the “landing” to focus on the supply-side forces driving markets.

T. Rowe Price's team of experts share their thoughts on investing during a global transition.

There are more opportunities for private investors to access renewable energy investments today. Schroders' Jack Wasserman and Duncan Hale look at how semi-liquid funds fit the bill

New empirical research from Schroders Capital reveals that small and mid-sized private equity funds have outperformed large funds with greater resilience through economic cycles