Intellectual Capital

In June’s news round-up, we look at some of the major trends and transactions that are helping demonstrate growing positivity for the London office market and why this is creating new opportunities for investors.

In this article we explore the opportunity presented by US small-caps, overlooked in recent years by investors who have driven a powerful but ever-narrowing rally in US large-cap stocks instead.

In June’s market update, we highlight the continued rally in Big Tech stocks, the prospects for rate cuts in the months ahead, and the impact of market-moving elections.

With recent data showing that healthcare spending in the US is outpacing GDP, Neil Benjelloun, Bedrock’s Head of Private Markets, sheds light on the growing opportunity for the private equity industry to support the ongoing transformation of the market. Sharing key insights and takeaways from a Q&A session he hosted with Elliot Cooperstone, Co-Founder and Managing Partner of InTandem Capital Partners.

In May’s news roundup, we look at some of the positive signs from investors that signal confidence is returning to the London property market and what this means for investors.

In this article Ben Hancock from Bedrock’s Research team sheds some light on the dynamic and evolving world of biotech investing. He shares key insights and takeaways from a live Q&A session he hosted with Tess Cameron and Laura Stoppel, Principals at RA Capital Management. 

In this market update, we discuss the fading market rally, uncertainty about the trajectory of rates and what we recommend in fixed income, and US tariffs on China’s EVs.