awards

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.

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.

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.

Bedrock has been named Best Independent Wealth Manager at the 2026 Euromoney Private Banking Awards, recognising the firms ability to combine independence with scale, sophisticated investment leadership, and a fully integrated multi‑family office offering.

Our Chief Investment Officer, David Joory, reflects on how rising oil prices, elevated volatility and shifting inflation expectations are shaping the current landscape.

This month we look at sharp US tech rotation, strong gains in Japan and key emerging markets, renewed demand for sovereign bonds, and rising geopolitical tensions that reinforce the need for broader global diversification.

At the start of 2026, we continue to see a range of opportunities offering attractive value across certain focused parts of the corporate bond market. In this article, Bedrock’s Head of Fixed Income, Alex Perowne, outlines the five sectors we see as having notable value in the current environment.