Perspectives

August Market Update 2026

This month, we discuss the limited effectiveness of the US Treasury Market intervention, rising prospect of rate hikes, and recovering equity markets led by big tech.

Read More

What Enduring Family Businesses Get Right

In our latest Inheriting the Future essay, Bedrock Advisory Board member, Kydd Boyle, explores four lessons from some of Europe’s most enduring family businesses on innovation, identity and thriving across generations.

Read More

July Market Update 2026

This month, we discuss the Fed’s closer-than-expected hold, the bear-steepening it triggered, and the forced deleveraging that amplified an AI-driven selloff.

Read More

2026 Top Market Themes Deep Dive: Emerging Markets Powering Ahead

Emerging market equities have delivered strong performance in 2026, fuelled by surging demand for AI-related technologies and significant gains across North Asian markets. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, explores the key drivers behind this rally and the opportunities that may lie ahead.

Read More

June Market Update 2026

This month we discuss an Iran ceasefire that finally won its signatures and the oil unwind that followed, Kevin Warsh’s first meeting at the Fed and the real-rate squeeze it set off, a blockbuster SpaceX debut that soared then drifted, and a memory shortage that turned an Asian semiconductor selloff into a story about demand, with a change of government in Britain and the ECB’s first hike in two years rounding out a busy month.

Read More

Investment and advisory excellence since 2004