Ariel Arazi outlines Bedrock’s asset allocation strategy
Posted by bedrock on
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.
Steep, erratically implemented US tariffs have shaken financial markets, business and consumer confidence, and the global economy. Growth is expected to slow—with the potential for a sharper deterioration if threatened ‘reciprocal tariffs’ are implemented later in the year. To be sure, the US can fall back on strong fundamentals including its technology leadership and greater dynamism and competitiveness than many peer economies—all of which Trump is keen to promote through supply side and tax reform. And the President has already retreated from some of his maximalist policy positions as the dollar sinks and US Treasury market swings wildly. But the volatility is likely to persist—and a ‘hard landing’ may yet close out this cycle. In this environment, we like precious metals and cash and government bonds, as well as hedge fund diversifiers
We sit down with Alex Ikonn, Co-Founder and CEO of Intelligent Change, to explore the deeply personal journey behind building a brand that has helped millions cultivate gratitude and intentional living. From being fired from a banking job to launching the Five Minute Journal and curating transformational wellness experiences, Alex shares how moments of adversity, purpose-driven product design, and a belief in inner growth shaped the foundation of Intelligent Change.
