Intellectual Capital

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2026 Top Market Themes Deep Dive: M&A and IPO

As dealmaking trends evolve through 2026, activity across IPO and M&A markets is accelerating. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, explores how strong equity markets, rising valuations, and increasing demand for AI-driven capital are shaping a new wave of mega IPOs and corporate transactions.

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2026 Market Themes Deep Dive: Artificial Intelligence

As the artificial intelligence theme evolves through 2026, market leadership is shifting beyond infrastructure toward adoption and monetisation. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, explores how semiconductor momentum, rising disruption risks, and early productivity gains are shaping positioning. Looking ahead, the next phase of the AI cycle will likely be driven by selectivity, broader demand, and measurable economic impact.

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