Bedrock’s Newsletter For Friday 15-07-11

As geopolitical tensions intensify in early 2026, their impact on markets is becoming increasingly evident. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, examines how conflict‑driven volatility is reshaping asset class performance and elevating defence spending.

Bedrock Group will be joining forces with Corient to create the world’s largest independent wealth management firm for UHNW families.

This month we discuss the fallout from US and Israeli strikes on Iran, the effective closure of the Strait of Hormuz, and the market consequences of an oil shock that has left few places to hide.