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Global Advisory: Rothschild & Co Redburn Review - September 2025

Veröffentlichungsdatum

From Britain’s mounting fiscal pressures - evoking memories of the 1976 IMF bailout - to the pressures now facing US universities, Rothschild & Co Redburn’s September Review delivers insights that range across global markets, technology and AI, consumers and culture.

This issue explores how solar is fuelling the prospect of a new era of cheap energy; why beauty M&A is resurging, with indie brands like rhode at the forefront; and a split-screen AI debate: scepticism over productivity gains versus the promise of agentic AI transforming design engineering. Read these and more in September’s edition of the review.

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Read more articles

Bonds, ballots, and the elephant in the room

Markets are navigating geopolitical uncertainty, shifting interest-rate expectations and the rapid expansion of artificial intelligence. Resilient economic activity, healthy corporate profitability and continued technology investment remain supportive, although higher oil prices, rising bond yields and political risks highlight the value of a measured, long-term investment approach.

 Rothschild & Co has been recognised across five categories at the Global Banking & Markets Awards in the Middle East

Rothschild & Co has been recognised across five categories at the Global Banking & Markets Awards in the Middle East

 Growth Equity Update September 2026 - Edition 54

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

Asset Management: Monthly Macro Insights - September 2026

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.

 Back to the future

In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.

 Corporate cash: the decision

Many business owners accumulate cash without a clear strategy. By separating operational, reserve and surplus capital, businesses can improve resilience, reduce concentration risk, manage tax considerations more effectively, and ensure excess cash supports longer-term business and personal objectives.