Nachrichten und Einblicke

While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market.

Rothschild Martin Maurel has won the Silver Award for Positive Finance awarded by Leaders League and Décideurs Magazine.

Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion of Rothschild & Co’s Technology sector team in the U.S., which is led out of its Los Angeles office, to expand sector coverage on the East Coast.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Investors still hope the Goldilocks scenario of moderating inflation and supply-led growth will emerge in H2 2022, although the recent trends in bottlenecks and the labour market call for caution.

Die Kapitalmärkte waren im Mai volatil. Nach der längsten Serie wöchentlicher Verluste bei den wichtigsten Aktienindizes seit 2001 erholten sich die Aktien bis zum Monatsende, während die regionalen Anleiherenditen divergierten.

Property prices have surged to record levels. However, amid rising interest rates, supply-side issues, and ongoing inflationary pressure, investing in real estate looks increasingly risky. In this Strategy blog, we examine the factors underpinning this appetite from investors, and how long we can expect it to last.

When selling a business, entrepreneurs often underestimate this financial shift, particularly the need to replace a regular salary with an ‘income’ post-sale.

While market and consumer sentiment paint a dismal picture, the hard data points to a more positive outlook.

Consumer prices continue to surge across the globe, reaching record highs in western economies. In this Strategy Blog, we assess the causes of this inflationary pressure, how policy makers are responding (or not), before discussing how this might pan out in the coming months