Nachrichten und Einblicke

In December’s edition we review the biggest deals in growth equity in 2024 on both sides of the Atlantic. A strong end to the year fuelled by AI deals meant our US Deal Monitor recorded 113 raises of $200m+ raising $82bn in 2024, well ahead of 2023’s $44bn. Europe started strongly and then faded. Our Deal Monitor shows a 2024 ytd total of $32.3bn modestly ahead of 2023 with Climate Tech, AI and software leading. Meanwhile Wall Street strategists anticipate a c10% rise in the S&P 500 in 2025.

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

The Macro-Linked Bonds and Governance Linked Bonds introduced in the context of Sri Lanka’s recent debt restructuring include important innovations that significantly enhance the utility of state contingent debt instruments as a means of both accelerating the restructuring process and reducing the risk of future debt distress

While global growth has proved resilient to policy tightening, significant divergences have emerged across countries, and the outcome of the US election has increased the risks for that trend to amplify. Furthermore, by choosing not to act on any assumptions about what the incoming US administration might enact, combined with the long and variable lags of monetary policy, the Fed will struggle to contain the economic consequences of Donald Trump’s priorities.

n den letzten Jahren haben Wissenschaftler den Slogan «60 ist das neue 40» geprägt, der nicht nur die Alterung der Bevölkerung beschreibt, sondern auch die sich wandelnde Einstellung dazu, was es bedeutet, älter zu werden.

Positive Impulse für Aktienmärkte: Wachstum in den USA, stabilisierte Eurozone und sinkende Zinsen schaffen Chancen trotz Industrieschwäche.

Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.

Globale Aktien stiegen im November um 3,7 % (in USD), während globale Staatsanleihen eine Rendite von 1,1 % erzielten (in USD, abgesichert).

Emotions can be very persuasive, especially where money is concerned. In this article, we look at why some people have reservations about investing for the first time, or increasing the amount they have invested. We explain how creating and sticking to a plan can help.

Die bevorstehende Rückkehr von Präsident Trump ins Weiße Haus hat viel Aufsehen erregt. In unserem Marktausblick untersuchen wir, welche Auswirkungen die neue Präsidentschaft auf die Märkte haben könnte. Darüber hinaus gehen wir der Frage nach, wie die Weltwirtschaft mit Schulden, Zinsen und Zöllen umgehen wird.

The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.