Nachrichten und Einblicke

Die globalen Aktien stiegen im Juli um weitere 3,7% (in USD), während globale Staatsanleihen um 0,3% (in USD, gesichert) nachgaben.

After some resilience in early 2023, the economic outlook remains particularly uncertain amid further deterioration in business confidence. Yet, investors continue to foresee a soft landing.

Robust performance in a more challenging environment.

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

Rothschild & Co has been named Western Europe’s Best Bank for Advisory, Best Investment Bank in the Netherlands and Best Investment Bank in the UK at this year’s Euromoney Awards for Excellence.

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.