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April Market Update 2026

This month we discuss an extraordinary April for markets: a Strait of Hormuz that remained largely closed despite successive ceasefire announcements, an equity market that nonetheless delivered its best monthly performance since November 2020, and a macroeconomic picture in which the word “stagflation” is becoming increasingly difficult to avoid.

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Laying the Foundations for Generational Transition

In this article, our Coach‑in‑Residence, Sarah Thorpe Scott, draws on her work with founders and next‑generation family members to explore one of the most challenging aspects of succession: the conversations that don’t happen.

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Part 1: AI Is Locked and Loaded to Go on a Roll

In this article, our partners at Top Venture take a closer look at how AI is now “locked and loaded” for its next phase of growth. Moving beyond the initial hype, they explore where real adoption is taking place, how business models are evolving, and what this could mean for investors as the theme matures.

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2026 Market Themes Deep Dive: Geopolitics

As geopolitical tensions intensify in early 2026, their impact on markets is becoming increasingly evident. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, examines how conflict‑driven volatility is reshaping asset class performance and elevating defence spending.

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