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.
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.