Technological advances, new regulations, a changing macroeconomic climate, and investors with differing expectations have created an unfamiliar and rapidly evolving investment landscape for wealth managers. What will single out the family offices with the right DNA to survive in this new era?
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.
Recent reports show that in 2025, families of significant means contributed $207 billion to philanthropic causes, accounting for 36% of all individual giving worldwide. This growth reflects not just increased generosity, but a shift toward more structured and disciplined approaches to giving, as families increasingly professionalise their philanthropic activity. To explore this evolving landscape, we spoke with Jo Shropshire, co-founder of Benesys, a leading philanthropic advisory firm.