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Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.

Rothschild & Co hat heute eine Vereinbarung zur Übernahme von 100 Prozent der Anteile an der in Hamburg ansässigen Marcard, Stein & Co unterzeichnet. Diese Transaktion unterstreicht das fortgesetzte Engagement von Rothschild & Co für sein Wealth-Management-Geschäft in Deutschlang, einem für die Gruppe strategisch wichtigen Markt.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.

Rothschild & Co expands Global Investor Advisory and appoints Matt Hall as MD, Head of UK Investor Advisory.

Globale Aktien legten im April um 7,6 % zu (in EUR), während Bundesanleihen ebenfalls leicht anstiegen.

New appointment marks a further step in the expansion of the Wealth Management business in Spain, strengthening local capabilities.

Rothschild & Co is delighted to announce the appointment of Ilga Haubelt to lead its UK Wealth Management Investment Team. As Head of Investments, Ilga will oversee the firm’s investment strategy and the continued delivery of its distinctive investment proposition for clients. She will report to UK Wealth Management CEO, James Morrell, and become a member of the UK Wealth Management Committee, in addition to holding Senior Managers & Certification Regime (SMCR) responsibilities for the Investment Team.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory reviews an extraordinary February. $181bn raised in US Growth equity was the biggest monthly total ever, a 24-fold yoy increase and means YTD US fundraising of $216bn is just $18bn short of the total for all of 2025. Into March conflict in Iran is leading to volatile public markets.

The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.

Die globalen Aktienmärkte gaben im März um 4,1 % nach (in EUR), während Bundesanleihen um 2,7% fielen (in EUR).

The global economy is characterised by a fragile combination of resilience and vulnerability, with the US continuing to act as the main anchor of global growth. Markets are facing an environment in which inflation dynamics remain uneven and geopolitics have re-emerged as a central source of risk, while resilience is increasingly concentrated in a narrow set of drivers – most notably artificial intelligence.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory reviews an extraordinary February. $181bn raised in US Growth equity was the biggest monthly total ever, a 24-fold yoy increase and means YTD US fundraising of $216bn is just $18bn short of the total for all of 2025. Into March conflict in Iran is leading to volatile public markets.

The global economy enters 2026 navigating an unusual mix of resilience and structural tension, reflecting the enduring capacity of firms and households to absorb shocks. The key question is how long headwinds from shifting trade policies, geopolitical uncertainty, and weakening labour markets can continue to be offset by tailwinds from surging business investment and ongoing fiscal and monetary support.

Rothschild Martin Maurel is pursuing its growth strategy by strengthening its presence in the Provence-Alpes-Côte d’Azur region with the opening of a new office dedicated to its Wealth Management activity in Nice.