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.
Q4 2024 Macro Outlook & Investment Strategy
Discover our views on the outlook for the fourth 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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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.
September Market Update 2024
This month, we discuss the ramifications of the long-awaited first US interest rate cut, as well as stimulus in China.