Intellectual Capital

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European defence stocks have soared since Donald Trump’s return to the White House. In this article, our Research Team explores how European defense equities are gearing up for increased investment and growth opportunities in the evolving security landscape.

Gain firsthand insights from Silicon Valley’s top visionary founders, investors, and industry leaders on the AI, robotics, and venture capital trends shaping the valley.

This month we discuss the market volatility in March, the new US tariffs—both implemented and announced, developments in the Russo-Ukrainian war, the latest economic data, and the outlook for the almighty US dollar.

This month we discuss the violent equity rotation from the US and growth to Europe, EM, and value, America’s hard-line trade revisionism, falling bond yields, and developments in Ukraine.

In this article Neil Benjelloun, Bedrock’s Senior-Vice President of Private Markets, hosted a live Q&A session with Greg Racz, Co-Founder and President of MGG Investment Group, to shed some light on the unique aspects of private credit, including its advantages over traditional lending models, market misconceptions, and emerging opportunities in the space.

The fixed income landscape has changed dramatically in recent years. In this interview, Alex Perowne, Head of Fixed Income at Bedrock Group, shares his insights on where the most promising opportunities lie, how market dynamics have evolved, and why fixed income remains a strong option for investors in 2025.