Bedrock’s David Joory speaks to Hedge Funds Review about how Brazilian hedge funds have outperformed by staying market neutral and focusing on domestic stories. The central bank is betting lower interest rates and slower growth will dampen inflationary pressure.
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Bedrock’s Head of Advisory, Helena Eaton, shares key insights on ESG investing from her recent appearance on the Next Frontier podcast. Covering its meaning, evolution, impact, and future outlook.
This month we discuss the strong rally in equity markets, the ongoing US government shutdown, global political developments, and a cautious outlook.
In this article, we review how our 'Top 10 market Themes of 2025' have performed during the year in a rapidly changing political, geostrategic, financial and economic environment.