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This month we discuss an Iran ceasefire that finally won its signatures and the oil unwind that followed, Kevin Warsh’s first meeting at the Fed and the real-rate squeeze it set off, a blockbuster SpaceX debut that soared then drifted, and a memory shortage that turned an Asian semiconductor selloff into a story about demand, with a change of government in Britain and the ECB’s first hike in two years rounding out a busy month.
As dealmaking trends evolve through 2026, activity across IPO and M&A markets is accelerating. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, explores how strong equity markets, rising valuations, and increasing demand for AI-driven capital are shaping a new wave of mega IPOs and corporate transactions.
In a recent interview with Connect Group, Carlota van de Koppel, Chief Operating Officer at Bedrock, discussed how family offices are evolving to meet increasing complexity, generational change and technological advancement, and what sets the most successful ones apart as they prepare for the future.
Bedrock Advisory Board member, Kydd Boyle, explores the growing gap between rising inherited wealth and philanthropic giving, arguing that younger generations often delay meaningful action despite caring deeply about impact. He suggests the greatest social impact comes from starting early and allowing philanthropy to compound over time.
Bedrock advisors have been recognised in Institutional Investor’s Alpha Edge 2026, placing them among a select group of leading voices in private markets.
This month we discuss record equity markets, an Iran peace deal that arrived in outline but not in ink, and central banks on both sides of the Atlantic turning towards hikes at a delicate moment for growth.
As the artificial intelligence theme evolves through 2026, market leadership is shifting beyond infrastructure toward adoption and monetisation. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, explores how semiconductor momentum, rising disruption risks, and early productivity gains are shaping positioning. Looking ahead, the next phase of the AI cycle will likely be driven by selectivity, broader demand, and measurable economic impact.
