August Market Update 2024
This month, we discuss the global equity sell-off and the subsequent recovery, the unwinding of Yen carry trades, the outlook for US interest rates, and our duration posture.
This month, we discuss the global equity sell-off and the subsequent recovery, the unwinding of Yen carry trades, the outlook for US interest rates, and our duration posture.
In this article, we explore some historical examples of the types of companies that have benefited from new disruptive technologies – notably Coca-Cola’s transformation as a result of refrigeration – and draw some conclusions about the potential impact of AI, highlighting some of the companies set to be potential winners.
Effective family governance helps preserve the family’s legacy, promotes unity, and ensures that all members are prepared to contribute meaningfully to the family’s future. We provide essential best practices to help you build a robust family governance framework.
In July’s news round-up, we’re focusing on the positive activity in the central London office market as a surge in demand for leasings and strong interest from investors help give the sector a boost.
The frequency of severe natural catastrophes appears to be picking up and yields on catastrophe bonds are near all-time highs. In this article, Ben Hancock from Bedrock’s Research team explores some of the dynamics driving catastrophe bond markets, sharing key insights from a Q&A session with Etienne Schwarz, Head of Investment Management and Insurance-Linked Securities at Twelve Capital.