Financial Capital

In June’s market update, we highlight the continued rally in Big Tech stocks, the prospects for rate cuts in the months ahead, and the impact of market-moving elections.

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.

In this market update, we discuss the fading market rally, uncertainty about the trajectory of rates and what we recommend in fixed income, and US tariffs on China’s EVs.

In this market update, we discuss more changing interest rate expectations and an equity market correction.

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.

In this market update, we discuss the strength of the equity rally this year, the end of ultra-easy monetary exceptionalism in Japan, and the investment case for gold.

Asia’s big three – China, Japan and India – are back in the spotlight for investors, albeit each for different reasons. Here, the Bedrock Research Team consider the opportunities from their respective equity markets.