Nachrichten und Einblicke

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

In October’s edition, we look at the details of OpenAI’s recent $6.6bn raise, who invested and who didn’t, at the financials and at the state of OpenAI as its mission shifts awy from capped profit status. Meanwhile global VC fundraising in Q3 was twice the level of Q1 and September was a robust month for VC backed company raises on both sides of the Atlantic.

Der Leiter des deutschen Portfoliomanagements bei Rothschild & Co, Christian Schwab, befürwortet eine vernünftige Aktienquote in Kundenportfolien.

Die Fed setzt klare Zeichen: Die ersten 50 Basispunkte markieren nur den Anfang

Nach einem Mini-Crash im August, ausgelöst durch den Yen-Carry-Trade, setzten die internationalen Aktienmärkte ihre Aufwärtsbewegung fort.

US-Notenbank senkt Zinsen erstmals seit der Pandemie – Märkte reagieren positiv

The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.

Trotz unsicherer Wachstumsaussichten und eines abkühlenden US-Arbeitsmarkts bleiben wir in Aktien und langlaufenden Anleihen investiert. Zinssenkungen stützen die Märkte, und wir erwarten, dass sinkende Zinsen das Wachstum fördern und eine sanfte Landung ermöglichen.

We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

Globale Aktien stiegen im September um 2,3 % (in USD), während globale Staatsanleihen 1,1 % erzielten (in USD, abgesichert).

Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.

Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.