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Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.

Rothschild & Co has been recognised with five prestigious awards at Euromoney's Awards for Excellence 2026

Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.

After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.

The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.

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.

As we head into the summer, the second half of 2026 looks set to be defined less by any single crisis than by continuing geopolitical shifts across multiple arenas. The simmering conflict in the Gulf continues. US politics is entering an important phase as we approach the midterms. Across Europe, populist sentiment is increasingly setting the national agenda, as the EU continues to double down on Made in Europe. Running through all of this is a steady erosion of trust between traditional partners that is pushing countries to hedge, diversify and act in their own self-interest.

Auch im zweiten Quartal 2026 zeigten sich die globalen Aktienmärkte äußerst robust. Während der Börsengang von SpaceX erfolgreich verlief und Korea sowie Japan die besten Kursentwicklungen verzeichneten. Im Interview mit unseren Portfoliomanager Christian Schwab und Mark Waldmann erfahren Sie mehr über die Einführung unserer erfolgreichen Anlagestrategie „Mosaique“ in Deutschland.

Ein Gespräch mit den Portfoliomanagern Christian Schwab und Mark Waldmann über die neue Multi-Asset-Strategie der deutschen Vermögensverwaltung von Rothschild & Co.

While geopolitical tensions and trade fragmentation continue to shape the global economic landscape, developments in energy markets have reduced some of the most immediate threats to growth and inflation.

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