Nachrichten und Einblicke

Trotz unsicherer Wachstumsaussichten und eines abkühlenden US-Arbeitsmarkts bleiben wir in Aktien und langlaufenden Anleihen investiert. Zinssenkungen stützen die Märkte, und wir erwarten, dass sinkende Zinsen das Wachstum fördern und eine sanfte Landung ermöglichen.

We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

Globale Aktien stiegen im September um 2,3 % (in USD), während globale Staatsanleihen 1,1 % erzielten (in USD, abgesichert).

Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.

Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.

Redburn Atlantic’s latest Review examines the transformative impact of innovation, including the rapid growth of digital platforms and the future of the chip industry. It also covers the economic implications of housing in the UK, the issues of overtourism, the status of British grammar schools, and offers insights into the NHS, equity markets, and more.​

Rothschild & Co’s UK Wealth Management business has appointed Daniela Jaume as Director of Strategic Relationships. In this newly created role, Daniela will work closely with the business’s Client Adviser teams to develop relationships and referrals with a network of lawyers, accountants, consultants, and other professional advisers, ensuring clients get the right advice when they need it.

Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs of a deceleration look painfully similar to a slide into recession.

Der globale KI-Markt wird voraussichtlich bis 2027 407 Milliarden Dollar erreichen und bis 2030 mit einer jährlichen Wachstumsrate von 35 % wachsen. Um dieses Wachstum zu unterstützen, sind erhebliche Investitionen in Rechenzentren erforderlich. Die Herausforderung? Sicherzustellen, dass Energie und Ressourcen in der KI-Infrastruktur nachhaltig genutzt werden.

Relocating to Guernsey is attractive due to its natural beauty and high quality of life. But we know that moving is a big decision. In this article we answer some common questions about moving to the island and provide information on how we can help you relocate.

In September’s edition we take a deep dive into Insurtech. We explore the landscape and how its VC backed companies are facing the growth challenges against a backdrop of annual global VC funding for Insurtech fluctuating from highs of $16.6bn in 2021 to just $0.8bn in Q1 2024.

Die US-Wirtschaft kühlt ab, was der Fed Spielraum für Zinssenkungen bietet. Wir favorisieren Aktien und setzen im Anleihebereich auf erstklassige Bonitäten, da Risikoaufschläge im High-Yield-Segment unattraktiv sind.