Perspectives

Q2 2024 Macro Outlook & Investment Strategy

We expect the US to lead growth in 2024, outpacing Europe, where recovery is likely to remain tepid. China continues to wrestle with a tricky economic restructuring but other emerging and Asian economies may present opportunities to play a rebound, especially as the US election approaches.

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Q1 2024 Macro Outlook & Investment Strategy

High rates and inflation are likely to drive slower global growth this year, while China’s disappointing recovery from COVID continues to weigh on trade; inflation should continue to fall, but the trajectory is uncertain given the stickiness of services inflation and the potential for geopolitics to disrupt the glidepath to a soft landing; multiples, meanwhile, have expanded and spreads have narrowed, presenting little room to absorb negative news; diversification and discipline are key.

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Exploring the Biotechnology Sector with RA Capital Management

In this article Ben Hancock from Bedrock’s Research team sheds some light on the dynamic and evolving world of biotech investing. He shares key insights and takeaways from a live Q&A session he hosted with Tess Cameron and Laura Stoppel, Principals at RA Capital Management. 

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Exploring the US Healthcare Private Equity Market with InTandem Capital Partners

With recent data showing that healthcare spending in the US is outpacing GDP, Neil Benjelloun, Bedrock’s Head of Private Markets, sheds light on the growing opportunity for the private equity industry to support the ongoing transformation of the market. Sharing key insights and takeaways from a Q&A session he hosted with Elliot Cooperstone, Co-Founder and Managing Partner of InTandem Capital Partners.

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