Perspectives

European Defence Equities: Tooling Up for More?

European defence stocks have soared since Donald Trump’s return to the White House. In this article, our Research Team explores how European defense equities are gearing up for increased investment and growth opportunities in the evolving security landscape.

Read More

March Market Update 2025

This month we discuss the market volatility in March, the new US tariffs—both implemented and announced, developments in the Russo-Ukrainian war, the latest economic data, and the outlook for the almighty US dollar.

Read More

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.

Read More

Inside Private Credit: A Conversation with Greg Racz of MGG Investment Group

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.

Read More

Unlocking Value in Fixed Income: A Strategic Approach for 2025

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.

Read More

Investment and advisory excellence since 2004