Discover our views on the outlook for the second quarter of 2024, and what it means for asset classes and investment strategy.
If you have any questions about the themes discussed please do not hesitate to get in contact with us at info@bedrockgroup.ch.
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.
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.
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.