March Market Update 2026
This month we discuss the fallout from US and Israeli strikes on Iran, the effective closure of the Strait of Hormuz, and the market consequences of an oil shock that has left few places to hide.
Q1 2026 Market Outlook & Investment Strategy
Our research team share their latest outlook for Q1 2026, highlighting how resilient global growth, AI‑driven investment, rising geopolitical tensions and shifting monetary policies are shaping markets. With the US still leading, Europe steady but subdued, Japan reflating, and emerging markets diverging, the landscape is both opportunity‑rich and risk‑sensitive.
We explore what this means across asset classes and investment strategy, from selective fixed income positioning to balanced equity exposure and the growing importance of alternatives such as gold.
If you have any questions about the themes discussed please do not hesitate to get in contact with us at info@bedrockgroup.com.
Key Themes
Macro Outlook
Investment Strategy
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