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 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.