Nachrichten und Einblicke

Insights into the key drivers behind the outlook for China's economy as well as an update on the Q2 earnings results so far.

The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America

Investors remain convinced that inflation is likely to come down without much of a hit to economic growth. However, there is not much historical precedent for such an outcome, especially since monetary tightening is not completed, and the effects of higher policy rates are yet to be felt completely.

Die Wirtschaft hält sich besser, als viele befürchtet haben, aber wir sind noch nicht ganz aus dem Konjunkturloch heraus. In dieser Ausgabe von Market Perspective analysieren wir die aktuelle Lage der Weltwirtschaft, aktualisieren unseren "Inflation Watch" und diskutieren über KI im Kontext.

Senior appointment supports continued growth of Global Advisory business.

Die weltweiten Aktienkurse stiegen im Juni um 5,8 % (in USD, ungesichert), während globale Staatsanleihen um 0,1% (in USD, ungesichert) zurückgingen.

Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback still feels neither necessary nor likely and why we should question artificial intelligence pessimists. Subscribe to Perspectives on Apple Podcasts and Spotify.

Italian merchant Marco Polo spent 25 years travelling across Asia at the end of the 13th century, seeking insight into new communities and cultures. In this Quarterly Letter we explore how there is still long-term value in looking beyond borders today.

Rothschild & Co has appointed Matthew James as a Managing Director and Head of Marketing & Business Development in its UK Wealth Management business.

Wasser ist eine der kostbarsten Ressourcen, und es wird wahrscheinlich immer knapper werden. Um diesem Problem entgegenzuwirken, sind Investitionen in Forschung, Installation und Modernisierung der Wasserversorgungsinfrastruktur dringend erforderlich - und für Unternehmen, die innovative Lösungen entwickeln. Welche Unternehmen befassen sich also mit diesem Problem und bieten gleichzeitig Chancen für Investoren?

Headline inflation rates have turned lower, spending power is getting some relief, and transatlantic business surveys have softened. But there are still geopolitical, environmental, and social concerns impacting the long-term outlook. We provide an update on the macroeconomic environment.

In this Strategy blog, we take a look at how a few different economies have performed around the world: Japan, China, the United Kingdom, and Greece.