Nachrichten und Einblicke

Rothschild & Co Wealth Management Schweiz erhielt an der 9. jährlichen Private Banking Conference & Awards der Arena International Events Group die Auszeichnung für "Outstanding UHNW Offering in Switzerland".

Die weltweiten Aktienkurse sanken im Dezember um 2,4 % (in USD), während die weltweiten Staatsanleihen um 0,7 % (in USD, abgesichert) fielen.

We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.

Christian Bouet, CFO von Rothschild & Co Wealth and Asset Management, und seit 11 Jahren auch CFO der Rothschild & Co Bank AG, tritt von letzterer operativer Funktion zurück und wird neu Mitglied des Verwaltungsrats der Bank in der Schweiz. Patrick Eisenring, derzeit Finance Director Wealth Management für das Schweizer Geschäft und dessen internationale Tochterunternehmen, wird per 1. Januar 2025 neuer CFO der Rothschild & Co Bank AG.

As we approach this wonderful time, it is an opportunity to reflect and to be grateful. In the case of our investments, we are grateful that, despite having a supercharged geopolitical calendar in 2024, and concerns about slowing economic activity and the risk of Central Banks' policy missteps, we are closing the year with very healthy returns.

In December’s edition we review the biggest deals in growth equity in 2024 on both sides of the Atlantic. A strong end to the year fuelled by AI deals meant our US Deal Monitor recorded 113 raises of $200m+ raising $82bn in 2024, well ahead of 2023’s $44bn. Europe started strongly and then faded. Our Deal Monitor shows a 2024 ytd total of $32.3bn modestly ahead of 2023 with Climate Tech, AI and software leading. Meanwhile Wall Street strategists anticipate a c10% rise in the S&P 500 in 2025.

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

The Macro-Linked Bonds and Governance Linked Bonds introduced in the context of Sri Lanka’s recent debt restructuring include important innovations that significantly enhance the utility of state contingent debt instruments as a means of both accelerating the restructuring process and reducing the risk of future debt distress

While global growth has proved resilient to policy tightening, significant divergences have emerged across countries, and the outcome of the US election has increased the risks for that trend to amplify. Furthermore, by choosing not to act on any assumptions about what the incoming US administration might enact, combined with the long and variable lags of monetary policy, the Fed will struggle to contain the economic consequences of Donald Trump’s priorities.

n den letzten Jahren haben Wissenschaftler den Slogan «60 ist das neue 40» geprägt, der nicht nur die Alterung der Bevölkerung beschreibt, sondern auch die sich wandelnde Einstellung dazu, was es bedeutet, älter zu werden.

Positive Impulse für Aktienmärkte: Wachstum in den USA, stabilisierte Eurozone und sinkende Zinsen schaffen Chancen trotz Industrieschwäche.

Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.