September Market Update 2025
This month we discuss the continued rally in risk assets, softness in the US labour market and the Fed's policy response, valuations the technology sector, and challenges to the outlook.
Q3 2024 Macro Outlook & Investment Strategy
Discover our views on the outlook for the third quarter of 2024, 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
Investment Strategy
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August Market Update 2025
This month we discuss a pivotal Jackson Hole symposium, an unprecedented Presidential intervention in the Fed, and the ongoing geopolitical pressures that continue to warrant caution.
July 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.