A conversation with the Director of The Rothschild Archive

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.

With soil degradation threatening food security, regenerative agriculture offers proven solutions. Success depends on valuing nature, supporting farmers, empowering consumers, and aligning incentives across policymakers, businesses, investors and growers.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

Die erneute Eskalation im Nahen Osten bestimmte im Berichtsmonat die Schlagzeilen und rückte geopolitische Risiken erneut in den Mittelpunkt der Aufmerksamkeit.