Financing your needs and future aspirations
On Thursday 22nd February 2024, Japanese stocks made history – by repeating the past. After a long, long wait, Tokyo’s Nikkei 225 Index finally regained the all-time-high it first attained on the final day of 1989. In 1990 Japan’s so-called ‘Bubble Economy’ burst and the country – and its stock market investors – endured lost decades.
This month, we discuss a dramatic AI-driven market surge and the path ahead.
The Rise of GP Stakes Investing: A Closer Look with RidgeLake Partners
In this article Neil Benjelloun, Bedrock’s Head of Private Markets, sheds some light on the intriguing and relatively unexplored area of GP Stakes Investing. Sharing key insights and takeaways from a live Q&A session he hosted with Michael Lunt from OA Private Capital and co-lead of RidgeLake Partners.
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.
This month, we discuss a renewed – but narrow – equity rally, credit spread tightening, and Japanese opportunities.
Expect the current AI-driven technology wave to follow similar patterns to previous waves, like the mobile wave and the cloud computing wave: it will change our lives and give birth to a fresh set of era-defining tech companies.
This month’s news roundup looks at the continued influx of private equity investment into London’s office sector, evidence of increased confidence in the UK’s commercial property market and a strong end to the year for high-value commercial and residential transactions.
