Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies, General Partner and CIO at Rothschild & Co Asset Management, reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America
Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America
Japan – beyond the carry trade
Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.
From sowing to growing: cultivating value in regenerative agriculture
With soil degradation threatening food security, regenerative agriculture offers proven solutions. Success depends on valuing nature, supporting farmers, empowering consumers, and aligning incentives across policymakers, businesses, investors and growers.
Growth Equity Update
The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
Asset Management: Monthly Macro Insights - August 2026
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
August: Märkte im Spannungsfeld von Risiko und Resilienz
Die erneute Eskalation im Nahen Osten bestimmte im Berichtsmonat die Schlagzeilen und rückte geopolitische Risiken erneut in den Mittelpunkt der Aufmerksamkeit.