November Market Update 2024
This month we discuss the market reaction to Donald Trump’s emphatic victory, and Europe’s struggles amid political paralysis in Paris and Berlin.
Q3 2024 Macro Outlook & Investment Strategy
Discover our views on the outlook for the third 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.
Quarter in Review
Macro Outlook
Investment Strategy
Related Articles
October Market Update 2024
This month, we discuss the return to Big Tech outperformance, the outlook for fixed income, and what a Trump victory might look like for investors.
Exploring the Energy Transition with Guinness Global Investors
Renewable energy stocks have faced recent setbacks from rising interest rates and other challenges, yet the energy transition continues. In this article, Tom Bayes from Bedrock's Research team delves into the economic, political, and technological forces driving sector growth, sharing insights from a Q&A with Guinness Global Investors.