Perspectives

In this market update, we discuss more changing interest rate expectations and an equity market correction.

We expect the US to lead growth in 2024, outpacing Europe, where recovery is likely to remain tepid. China continues to wrestle with a tricky economic restructuring but other emerging and Asian economies may present opportunities to play a rebound, especially as the US election approaches.

In March’s news roundup, we look at some of the big deals and trends in the London office market, which has seen a very active month driven by the return of private equity (PE) buyers seeking to take advantage of discounted pricing. We highlight some of the biggest deals and what these mean for the capital.

As families expand, diverse perspectives, voices, and expectations emerge. Each generation brings unique dynamics and values, shaping the family business’s future. We offer three key considerations for grooming future leaders within the family business context.

In this market update, we discuss the strength of the equity rally this year, the end of ultra-easy monetary exceptionalism in Japan, and the investment case for gold.

Asia’s big three – China, Japan and India – are back in the spotlight for investors, albeit each for different reasons. Here, the Bedrock Research Team consider the opportunities from their respective equity markets.

Elections are one factor investors in China do not have to consider. But plenty of other challenges have weighed on Chinese stocks, which have retreated heavily in the last three years in the face of domestic and geopolitical risk, a limp post-COVID recovery, an ongoing real estate crisis and an attempted restructuring of the economy towards a new growth model.