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Rothschild & Co, one of the world’s leading independent financial services groups, HEC Paris and the HEC Foundation have been partners for over a decade. The three institutions have agreed to combine their expertise for three years to support sustainable finance with the creation of the Data and Impact Investment Chair.

Family businesses are the backbone of the global economy and have been firmly rooted in society for centuries. In our latest Investment Views, we explore the secrets to the success of family businesses and highlight one inspiring example of a family-owned company which can look back on a 128-year history.

Mr Market, one of Benjamin Graham’s famous allegories, depicts an imaginary investor who swings wildly from optimism to pessimism. In this Quarterly Letter, we examine how our investment approach can outsmart Mr Market’s mercurial nature and help us make better investment decisions.

The global economy started the year on a firmer note than feared. Yet, core inflation is still stubbornly high while banking sector woes make it clear that the most aggressive tightening cycle in decades is taking its toll. Correspondingly, central banks will have to balance the risks between price and financial stability.

Rothschild & Co is pleased to announce the completion of the sale of its North American Asset Management units to Wintrust Financial Corporation.

Trotz der Besorgnis über das Bankensystem (der MSCI World Banks Index sank um 12,2%) stiegen die globalen Aktien im März um 3,1% und die globalen Staatsanleihen um 3,7% (beide in USD, ungesichert). Weitere Informationen finden Sie in der aktuellen monatlichen Marktübersicht von Wealth Management Schweiz.

Ist der Zusammenbruch der Silicon Valley Bank (SVB) - und andere jüngste Ereignisse im Bankensystem - der Schmetterling, der einen finanziellen Tornado auslösen wird? In dieser Ausgabe von Market Perspective finden Sie aktuelle Informationen zum Bankensystem und zur weiteren Abschwächung der Inflation, wenn auch nur in Ansätzen.

Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.

As focus shifts from the collapse of Silicon Valley Bank last week to the solvency Credit Suisse, central bank interventions have soothed fears of the contagion spreading. In this strategy blog our team analyses why our overall risk appetite remains unchanged.

Idiosyncratic headwinds compounded by losses on its treasury and mortgage-backed security portfolio lead to the collapse of Silicon Valley Bank. Are there signs of contagion? In this Strategy blog, we analyse the situation around the collapse and consider further risks.

Despite cautious central bank communication about the policy outlook, particularly in view of the persistent strength of labour markets, investors were expecting rate cuts in the second half of 2023 amid a fall in global inflation. Yet, recent macroeconomic data has poured cold water on their quick disinflation sanguine view.

This International Women's Day we open the door to the Rothschild Archive. In the latest episode Wealth Management Switzerland's Perspectives podcast, Laura Künlen and Melanie Aspey, Director of the Rothschild Archive, shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till today.