February Market Update 2025
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.
Maurice Ephrati outlines investment opportunities in Brazil
During a conference held on the future of Pernambuco Estate in Brazil, three major development projects in the region were introduced which will create hundreds of thousands of jobs and lead to the creation of entirely new cities in the region.
Most interest in investing in the Pernambuco region has come from UK investors to date, whereby Bedrock has been highlighted as one of the key investors, allocating funds on behalf of their clients.
Maurice Ephrati explained the macro- and, more importantly, micro-factors of the projects and the importance of the infrastructure developments in the region as part of the multi-billion development programme.
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