Intellectual Capital

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.

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.

Bedrock Group announced by Citywire in the top 50 most influential independent asset mangers in Switzerland

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.

In March’s news roundup, we look at some of the big deals and trends in the London office market, which has seen a very active month driven by the return of private equity (PE) buyers seeking to take advantage of discounted pricing. We highlight some of the biggest deals and what these mean for the capital.

In February’s news roundup, we highlight some key indicators of increased confidence in London’s real estate market, including growing interest from overseas investors and private firms. We also look at the appetite for office space in the capital..

In this month’s news roundup, we highlight the increasing influx of investment into the UK property market from overseas institutions and private investors, evidence of growing confidence in the London office and residential markets and significant opportunities for buyers to take advantage of a stabilising economic environment.