Perspectives

It is common to see members of the next generation in their 30s occupy a seat on the board of directors. This is desirable as it’s a very important interaction point with the business or the family’s assets, where they learn about strategy and create the family’s vision for the future. But as with most things, there is a good and a bad way to go about it. In this article, Maria Villax, Head of Family Strategy & Governance at Bedrock explores how next gens can prepare for a seat on the board.

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.

Elections are one factor investors in China do not have to consider. But plenty of other challenges have weighed on Chinese stocks, which have retreated heavily in the last three years in the face of domestic and geopolitical risk, a limp post-COVID recovery, an ongoing real estate crisis and an attempted restructuring of the economy towards a new growth model.