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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.

Rothschild & Co has appointed Matthew James as a Managing Director and Head of Marketing & Business Development in its UK Wealth Management business.

Wasser ist eine der kostbarsten Ressourcen, und es wird wahrscheinlich immer knapper werden. Um diesem Problem entgegenzuwirken, sind Investitionen in Forschung, Installation und Modernisierung der Wasserversorgungsinfrastruktur dringend erforderlich - und für Unternehmen, die innovative Lösungen entwickeln. Welche Unternehmen befassen sich also mit diesem Problem und bieten gleichzeitig Chancen für Investoren?

Headline inflation rates have turned lower, spending power is getting some relief, and transatlantic business surveys have softened. But there are still geopolitical, environmental, and social concerns impacting the long-term outlook. We provide an update on the macroeconomic environment.

In this Strategy blog, we take a look at how a few different economies have performed around the world: Japan, China, the United Kingdom, and Greece.

Rothschild & Co's Global Advisory business is proud to have signed the Ukraine Business Compact, a statement of international business support for Ukraine’s recovery.

What client needs does Investment and Portfolio Advisory cover? What's the relationship between investment knowledge and psychology? And what do Nicaragua and Switzerland have in common?

Recent surveys have hinted at a slowdown in economic growth, but underlying inflation is proving more persistent, pressuring central banks to hike rates further. Yet, how tightening credit conditions interact with already restrictive monetary policy stances is a key uncertainty.