Explore different forms of capital and what they mean to you

As we enter the final quarter of 2025, our Research team is taking stock of the global market landscape, sharing their outlook and near-term investment strategy. This Macro Outlook reviews key macro and market trends and examines how major economies are likely to navigate ongoing uncertainty. With insights across asset classes and regions, it also outlines the positioning guiding Bedrock’s strategy for the months ahead, as we continue to stay ahead of the curve in these challenging times.

This month we discuss the continued rally in risk assets, softness in the US labour market and the Fed’s policy response, valuations the technology sector, and challenges to the outlook.

For Dorothy Chou, Angel Investor and Director of the Public Engagement Lab at Google DeepMind, wealth is not about extraction or quick wins. It is about creating value that endures, embedding resilience into essential systems, and enabling people to follow purpose. This belief shapes both her work at DeepMind—where she builds public trust in artificial intelligence—and her investments in the next generation of innovators.

This month we discuss a pivotal Jackson Hole symposium, an unprecedented Presidential intervention in the Fed, and the ongoing geopolitical pressures that continue to warrant caution.

On a mission to make ‘food as medicine’ mainstream, Sakshi Mittal, CEO and Founder of FoodHak, is blending AI-driven clinical science with ancient Ayurvedic wisdom to make evidence-based nutrition accessible. From reversing her own health challenges to building a platform that helps people live longer, healthier, and happier lives, Sakshi is putting health back into people’s hands and transforming the way we think about food, longevity, and what true wealth really means.