Discover our views on the outlook for the second quarter of 2024, and what it means for asset classes and investment strategy.
If you have any questions about the themes discussed please do not hesitate to get in contact with us at info@bedrockgroup.ch.
This month we discuss an extraordinary April for markets: a Strait of Hormuz that remained largely closed despite successive ceasefire announcements, an equity market that nonetheless delivered its best monthly performance since November 2020, and a macroeconomic picture in which the word “stagflation” is becoming increasingly difficult to avoid.
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.
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.