Year: 2014

This month we discuss the market volatility in March, the new US tariffs—both implemented and announced, developments in the Russo-Ukrainian war, the latest economic data, and the outlook for the almighty US dollar.

This month we discuss the violent equity rotation from the US and growth to Europe, EM, and value, America’s hard-line trade revisionism, falling bond yields, and developments in Ukraine.

Neil Benjelloun, Bedrock’s Senior-Vice President of Private Markets, hosted a live Q&A session with Greg Racz, Co-Founder and President of MGG Investment Group, to shed some light on the unique aspects of private credit, including its advantages over traditional lending models, market misconceptions, and emerging opportunities in the space.

The fixed income landscape has changed dramatically in recent years. In this interview, Alex Perowne, Head of Fixed Income at Bedrock Group, shares his insights on where the most promising opportunities lie, how market dynamics have evolved, and why fixed income remains a strong option for investors in 2025.

Maurice Ephrati, Partner & Co-Founder of Bedrock, invites Kydd Boyle, Head of Strategic Partnerships at Bedrock, to share his personal journey of establishing Horizons, providing an insightful perspective on the challenges and triumphs he has encountered along the way.

This month we discuss the volatile start to 2025, the flurry of activity following Donald Trump’s re-inauguration, DeepSeek’s artificial intelligence breakthrough, and Europe’s economic travails.

As markets enter 2025, key economic, technological and political trends are poised to determine the challenges and opportunities for investors. In this article, our research team share their top 10 themes set to shape markets in the year ahead and identify the assets best positioned to capitalise on these opportunities.