Global Advisory: Rothschild & Co Redburn Review - September 2026
Received wisdom has a way of going unquestioned - until it doesn't.
In the September Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets - from how Pigouvian taxes could keep the AI roll-out from being winner-takes-all, to why 'Super Apps' may never take hold in the West the way they have in China, to where space law still falls short. Elsewhere, we look at the risks of confirmation bias and outsourcing our thinking to AI.
In this issue:
Charles Bendit celebrates the model of the leading ratings agencies.
Melissa Davies ponders ways to tax AI’s effect on labour.
Joseph Barker argues there will not be a ‘super app’ in the West.
Katherine Stamp highlights the serious challenges of space law.
Simon Baker explores the use of AI and quantum in biopharma.
Michael Taylor charts the ebbs and flow of gold’s monetary history.
Aleia de Buretel assesses the changing role of the rock ‘superfan’.
Omar Sheikh fears collateral damage to the young from AI.
Harry Bartlett explains how global retail banks became platforms.
Jamie Clark salutes recent advances in cancer detection.
Rowan Adley points to the real bottleneck in enterprise adoption.
Tobias Beith plots the route ahead for EVs and light vehicles.
Fred Hill unpicks the issues dominating the US midterms.
James Invine examines the possibility of a liberalised Renminbi.
Henry Hayden notes increasing technology usage by law firms.
Connor Cheynet hails the unsung heroes of sport.
Daniel Sepahi delights in the FIFA World Cup’s power to unify.
Neil Tyler details the case for and against octopus farming.
Archie Cotterell worries about the use of AI by novelists.
