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Bank of England, FCA, and UK companies: The biggest stories from the world of investment and asset management this week

Wheels down, elevation up

Central banks embarking on interest rate cuts create an additional tailwind for fixed income investments. Yet, in some areas, like the corporate market, spreads remain tight, so diversification and flexibility remains key, says Dan Ivascyn, PIMCO's Group CIO, Managing Director.

Investors seeking stocks to weather all market conditions may find solace in quality growth companies, which have historically proven their ability to deliver superior returns, says Obe Ejikeme, Fund Manager of FP Carmignac Global Equity Compounders.

Despite a weak growth outlook the Euro area’s increased resilience and stability makes European fixed income investments attractive.

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.

Investment trust NEDS, Liontrust, Canal+ and Ashtead: The biggest stories from the world of investment and asset management this week

The numbers speak for themselves: over the past five years, the MSCI USA Mega Cap Select Index has delivered an impressive annualised performance of 18%, far outpacing the broader MSCI USA Index at 15%.