June Market Update 2025
This month we discuss the US market rally and the Israel-Iran conflict, the latest developments in US trade policy, and NATO’s generational commitment to defence.
Q1 2025 Market Outlook & Investment Strategy
Discover our views on the outlook for the first quarter of 2025, and what it means for asset classes and investment strategy.
If you have any questions about the themes discussed please do not hesitate to get in contact with us at info@bedrockgroup.ch.
Quarter in Review
Macro Outlook
Tab 3
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May Market Update 2025
This month, we discuss the recovery in equities and credit, rising US rates, Trump’s latest tariff manoeuvres, and the outlook for USD.