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.
This month we look at sharp US tech rotation, strong gains in Japan and key emerging markets, renewed demand for sovereign bonds, and rising geopolitical tensions that reinforce the need for broader global diversification.
At the start of 2026, we continue to see a range of opportunities offering attractive value across certain focused parts of the corporate bond market. In this article, Bedrock’s Head of Fixed Income, Alex Perowne, outlines the five sectors we see as having notable value in the current environment.
This month we discuss a volatile end to an otherwise strong start to 2026, broad equity gains, extreme swings in precious metals, rising geopolitical tensions from Greenland to Venezuela, and renewed focus on Japan as yields climb.