Intellectual Capital

Gaining knowledge and experience to support your decision making

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.

Read More

Investment and advisory excellence since 2004