October Market Update 2025
This month we discuss the strong rally in equity markets, the ongoing US government shutdown, global political developments, and a cautious outlook.
Q4 2025 Market Outlook & Investment Strategy
Discover our views on the outlook for the forth 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
Investment Strategy
Related Articles
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.
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.