Q3 2025 Market Outlook & Investment Strategy

Bedrock advisors have been recognised in Institutional Investor’s Alpha Edge 2026, placing them among a select group of leading voices in private markets.

This month we discuss record equity markets, an Iran peace deal that arrived in outline but not in ink, and central banks on both sides of the Atlantic turning towards hikes at a delicate moment for growth.

As the artificial intelligence theme evolves through 2026, market leadership is shifting beyond infrastructure toward adoption and monetisation. In this article, Bedrock’s Head of Investment Advisory, Helena Eaton, explores how semiconductor momentum, rising disruption risks, and early productivity gains are shaping positioning. Looking ahead, the next phase of the AI cycle will likely be driven by selectivity, broader demand, and measurable economic impact.