Perspectives

The Coca-Colas of AI

In this article, we explore some historical examples of the types of companies that have benefited from new disruptive technologies – notably Coca-Cola’s transformation as a result of refrigeration – and draw some conclusions about the potential impact of AI, highlighting some of the companies set to be potential winners.

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8 Essential Best Practices for Effective Family Governance

Effective family governance helps preserve the family’s legacy, promotes unity, and ensures that all members are prepared to contribute meaningfully to the family’s future. We provide essential best practices to help you build a robust family governance framework.

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July Real Estate News Round-Up 2024

In July’s news round-up, we’re focusing on the positive activity in the central London office market as a surge in demand for leasings and strong interest from investors help give the sector a boost.

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Exploring the Catastrophe Bond Market with Twelve Capital

The frequency of severe natural catastrophes appears to be picking up and yields on catastrophe bonds are near all-time highs. In this article, Ben Hancock from Bedrock’s Research team explores some of the dynamics driving catastrophe bond markets, sharing key insights from a Q&A session with Etienne Schwarz, Head of Investment Management and Insurance-Linked Securities at Twelve Capital.

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July Market Update 2024

This month, we discuss the rotation out of Big Tech and into other sectors, the outlook for US rates, and the fast-moving US election.

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Q3 2024 Macro Outlook & Investment Strategy

Resilient global growth data mask divergent fortunes among major economies: the US and some emerging markets are growing strongly while most other developed markets are at a crawl. Still, global inflation is falling and multiple policy rate cuts are expected in the coming months. Upside inflation surprises cannot be ruled out, notably given the wars in Ukraine and Gaza. But there is a clear, if narrow, path to a global economic soft landing. That markets have fully priced in this optimistic outcome nonetheless suggests that risks are skewed to the downside. Bonds and gold are obvious places to take shelter, while pockets of value in equities can also be found.

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5 Steps for Building a Lasting Family Legacy

Creating a succession plan that protects family legacy is a process that demands careful planning and consideration. We offer a checklist for building a lasting family legacy, with essential steps to ensure a smooth transition and the sustained growth of your family’s vision and wealth.

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