Gaining knowledge and experience to support your decision making
We expect the US to lead growth in 2024, outpacing Europe, where recovery is likely to remain tepid. China continues to wrestle with a tricky economic restructuring but other emerging and Asian economies may present opportunities to play a rebound, especially as the US election approaches.
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
In this article Neil Benjelloun, Bedrock’s Head of Private Markets, sheds some light on the growth of VC-funded purpose-driven businesses in solving the world’s most pressing challenges. Sharing key insights and takeaways from a live Q&A session he hosted with Cameron McLain, Co-Founder and Managing Partner of Giant Ventures.
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 April’s news roundup, we look at some of the key movements and purchases including the return of US investment into the London real estate market to a ten-year high of £2 billion in Q1 2024. We also highlight some recent institutional office acquisitions in London.
