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.
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
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