Intellectual Capital

In this market update, we discuss more changing interest rate expectations and an equity market correction.

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.

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 this market update, we discuss the strength of the equity rally this year, the end of ultra-easy monetary exceptionalism in Japan, and the investment case for gold.

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.

What should wealthy families be thinking of to ensure their legacy is successfully passed on from generation to generation?

As families expand, diverse perspectives, voices, and expectations emerge. Each generation brings unique dynamics and values, shaping the family business’s future. We offer three key considerations for grooming future leaders within the family business context.