Nachrichten und Einblicke

The current challenge for central banks is to restore low and stable inflation, while preserving financial stability and averting a recession. A task that looks less likely now than a few months ago.

Die Stimmung unter den Anlegern hat sich seit der Marktperspektive vom Mai eingetrübt. Objektiv gesehen hat sich jedoch wenig geändert. In dieser Ausgabe erörtern wir die Risiken, die nach wie vor vom Ukraine-Konflikt ausgehen, warum die US-Wirtschaft näher an einer technischen Rezession ist, als wir zunächst dachten, und die Volatilität der Märkte.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Die Volatilität war bei Aktien und Anleihen weiterhin hoch. Globale Aktien fielen stark und erreichten Mitte des Monats kurzzeitig ein neues Jahrestief, ebenso wie globale Staatsanleihen.

While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market.

Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion of Rothschild & Co’s Technology sector team in the U.S., which is led out of its Los Angeles office, to expand sector coverage on the East Coast.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Investors still hope the Goldilocks scenario of moderating inflation and supply-led growth will emerge in H2 2022, although the recent trends in bottlenecks and the labour market call for caution.

Die Kapitalmärkte waren im Mai volatil. Nach der längsten Serie wöchentlicher Verluste bei den wichtigsten Aktienindizes seit 2001 erholten sich die Aktien bis zum Monatsende, während die regionalen Anleiherenditen divergierten.

Property prices have surged to record levels. However, amid rising interest rates, supply-side issues, and ongoing inflationary pressure, investing in real estate looks increasingly risky. In this Strategy blog, we examine the factors underpinning this appetite from investors, and how long we can expect it to last.