A call for strong, steady leadership in uncertain times
Posted by bedrock on
Ariel Arazi speaks to Caroline Allen from Investment Europe about uncertainty and volatility in the markets, how Bedrock protects their positions in the market, challenges to portfolios and the call for leadership to help markets recover.
This month we discuss the violent equity rotation from the US and growth to Europe, EM, and value, America’s hard-line trade revisionism, falling bond yields, and developments in Ukraine.
In this article Neil Benjelloun, Bedrock’s Senior-Vice President of Private Markets, hosted a live Q&A session with Greg Racz, Co-Founder and President of MGG Investment Group, to shed some light on the unique aspects of private credit, including its advantages over traditional lending models, market misconceptions, and emerging opportunities in the space.
The fixed income landscape has changed dramatically in recent years. In this interview, Alex Perowne, Head of Fixed Income at Bedrock Group, shares his insights on where the most promising opportunities lie, how market dynamics have evolved, and why fixed income remains a strong option for investors in 2025.