March Market Update 2026
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.
Ariel Arazi outlines Bedrock’s asset allocation strategy
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.
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Introducing our “Inheriting the Future” Series
Inheriting the Future is a new Bedrock series exploring how the next generation is navigating that responsibility in an era of rapid technological and societal change. Written by Bedrock Advisory Board member Kydd Boyle, founder and CEO of Horizons and a member of a fifth-generation family business, the series offers a candid perspective shaped by his experience as an entrepreneur, investor, next-gen, and father.
Inside Silicon Valley’s AI Revolution: Seven Forces Shaping the Next Era of Technology
After spending a week inside Silicon Valley’s AI ecosystem, David Ephrati argues that today’s AI moment is not a repeat of the internet wave, but something materially larger. This article distils seven observations he believes carry lasting relevance for investors.