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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%.

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.

St James's Place, SDR labels and falling profits: The biggest stories from the world of investment and asset management this week

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and provide an insight into how they are looking to position the portfolios against an evolving macro backdrop

By focusing on businesses with high and sustainable profitability that reinvest their earnings, investors can harness the power of compounding over time. Read how in this Q&A with Obe Ejikeme, Fund Manager of FP Carmignac Global Equity Compounders.