Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies, General Partner and CIO at Rothschild & Co Asset Management, reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
Rothschild & Co Wealth Management Switzerland als «Best Private Bank for Succession Planning in Switzerland» bei den Global Private Banking Awards 2026 ausgezeichnet
Rothschild & Co Wealth Management Switzerland wurde bei den renommierten Global Private Banking Awards 2026 als «Best Private Bank for Succession Planning in Switzerland» ausgezeichnet.
The Midterms
A Democratic sweep may increase political gridlock, but history suggests limited market impact, with resilient US growth, strong corporate profitability and consumers remaining more important drivers for investors.
A quiet budget that may still change the landscape
The 2026 Budget brought limited headline change but potentially significant long-term implications, particularly for business owners, property investors and savers, through higher tax rates, new Founders Relief and company reforms.
UK Budget - first impressions
The Budget delivers modest fiscal changes with limited portfolio impact, while reinforcing the UK’s manageable debt outlook, although its collection of smaller measures appears driven more by politics than economics.
Research Matters by Rothschild & Co Redburn
How much AI infrastructure does the world need - and how is it going to be funded? Rothschild & Co Redburn's Global Head of Technology Alex Haissl joins Chief Strategist George Karamanos to explore the scale of the data centre buildout, the financing structures underpinning it and the prospects for sustainable returns. They discuss the balance between training and inference, the importance of enterprise adoption, and what credit markets and open-source competition could signal for the next phase of AI investment.
Concrete decisions - pay now or pay later
The built environment must balance decarbonisation, climate resilience and affordability, with collaboration across housebuilders, policymakers, investors and suppliers essential to creating sustainable, resilient homes that deliver long-term value for communities.