Ariel Arazi outlines Bedrock’s asset allocation strategy
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In an interview with Professional Wealth Management on family office investment strategies, Ariel Arazi outlines Bedrock’s investment outlook and the impact this has on asset allocation, and explains why equities are not the best asset class to invest in at the moment. Bedrock has increased its exposure to specialist fixed income products, senior loans and short-term corporate bonds, and is investing in complex niche areas.
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.
