Bedrock’s Newsletter For Friday 30-11-12

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.