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Insights

  • An illustration showing a globe, passport, calculator and a stack of coins
    Insights

    Abolishing 'non-dom' status - what you need to know

    The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.
  • Rothschild and Co
    Mosaique Insights

    Insights Issue 13: Edition Frühling 2024

    Erfahren Sie in Ausgabe 13 von Mosaique Insights mehr über Portfolio-Strukturierung, die Gründe für Hochzinsanleihen, Ruhestandplanung, thematische Investitionen und vieles mehr.
  • Getty Image canvas painting
    Insights

    Understanding sustainability risks and opportunities

    Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.
  • Should I form a trust?
    Insights

    Should I form a trust?

    Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.
  • New Court
    Market Commentary

    Asset Management: Monthly Macro Insights - April 2024

    Recent data suggest that inflation could prove persistently high for some time and limit the room for central bank easing. Despite this high-for-long path for policy stances, investors remain convinced it will not prove sufficient to derail global growth.
  • Blog

    Are oil prices pushing inflation higher?

    Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.
  • Monatlicher Marktrückblick

    Optimismus an der Börse überwiegt im März

    Die globalen Aktien setzten ihren Aufschwung fort und stiegen im März um 3,1 % (in USD), während Staatsanleihen ebenfalls um 0,7 % (in USD, abgesichert) zulegten.
  • Cover image: Patrick McDowell: The Eurydice collection. Photograph taken by Lorenzo Berni
    Insights

    Sustainable fashion should never go out of style

    In our first Sustainability Spheres event, industry experts discussed the future of ‘fast fashion’, a model which dominates the sector but has been criticised for being unsustainable. Attendees were asked how the industry can embed sustainable practices into their models.
  • Presidential thank you letter
    Quarterly Letter

    Navigating political noise

    More than 50 countries will hold an election in 2024, with more than 40% of the world’s population eligible to vote. We examine how elections can come to dominate our conversations and thinking, and how it pays to take a step back and consider the long-term view.
  • Blog

    Rates round-up

    Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
  • Blog

    Democracy and investing in 2024

    Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
  • Market Commentary

    Asset Management: Monthly Macro Insights - March 2024

    Global growth resilience expected in 2024 masks the continuation of sharp regional divergences. Although headline inflation in most G20 countries is projected to continue its normalisation, it is unlikely to be back to target before the end of 2025, and upside risks remain elevated. In fact, central banks may be forced to remain prudent to ensure that underlying inflationary pressures are durably contained.
  • An overview shot of the Buy Women Built Event at Rothschild & Co
    Insights

    Female founders celebrate International Women's Day

    Rothschild & Co was proud to welcome dozens of female founders to New Court for a Buy Women Built dinner to celebrate International Women’s Day, bringing together entrepreneurs from the worlds of beauty, fashion, food and drink, and other industries.
  • Blog

    UK Budget - no rabbit

    The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook
  • A man debating wether to invest or save his cash
    Insights

    The outlook for cash

    Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.
  • Blog

    Japan: partying like it's 1989

    Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.
  • Close up shot of a 50 Yuan note
    Market Perspective

    (Nachlassende) Inflation, China und Bewertungen

    Die Politik kann sich durchaus auf die Portfolios im Jahr 2024 auswirken, aber wir wissen, dass der Konjunkturzyklus dies mit Sicherheit tun wird. In dieser Marktperspektive untersuchen wir die Inflationsaussichten, die Argumente für und gegen Investitionen in China und die Frage, ob Aktien derzeit überbewertet sind.
  • The outside wall of glass and steel of Rothschild & Co's New Court office in  London
    Market Commentary

    Asset Management: Monthly Macro Insights - February 2024

    Regional divergence remained significant at the end of 2023. Although the impacts of high interest rates and the withdrawal of fiscal support are expected to weigh on growth in 2024, investors are keeping their sanguine outlook as they foresee fast interest rate cuts. Yet, resilient labour markets and renewed pressures on supply chains could require a tighter monetary policy stance than expected, upsetting investors’ high hopes.
  • Blog

    Is the US election over before it even started?

    In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.
  • Image of two people walking through the office of Rothschild & Co with a white curtain in the background
    Insights

    Managing your cash safely after selling a business

    Selling a business is a life-changing moment, but entrepreneurs can find it difficult to adapt from receiving a regular salary to a one-off lump sum. Here’s how to manage your cash in a safe manner after a business.
  • Blog

    Snatching victory from the jaws of defeat

    While the US election is far from a foregone conclusion, opinion polls point towards to a change of leadership in the UK. However, setting any personal political sympathies aside, in what ways can a change of government affect investors and the wider economic picture?
  • Zoomed in image of some chairs in a Rothschild office meeting room
    Insights

    Choosing the right time to sell a business

    It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.
  • Image of a lady walking down some stairs inside the Rothschild offices
    Insights

    'Day one' cash - what should I do next?

    If you’ve received a large sum of money from the sale of a business, an inheritance or a sudden windfall, here are the options for your cash in the short term
  • Blog

    Bitcoin ETFs: a token gesture

    The US regulator has approved the first Bitcoin ETF, but will this move signal the end of the cryptocurrency ‘boom and bust’ cycle? We examine the changing role of crypto, and whether it should be considered a digital currency or an investment opportunity.
  • New Court
    Market Commentary

    Asset Management: Monthly Macro Insights - January 2024

    Global financial conditions have eased based on confidence that inflation will fall further and central banks will ease their monetary policies without a significant fall in economic activity. This wave of optimism has been boosted by the resilience of the US economy and the surprising shift in the Federal Reserve’s communication. Is the US the canary in the coal mine?
  • Blog

    2023: it was the best of times, it was the worst of times

    Fading inflation, a recovery in asset prices and renewed economic growth ensured 2023 was a much better year for most investors than 2022. We examine the trends and stories that most affected investors last year, and give our outlook for the coming 12 months.
  • Oil paint on a canvas
    Quarterly Letter

    The art of building strong relationships

    At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.
  • Image of a lady walking down an aisle inside the Rothschild offices
    Insights

    Passing wealth to your children while retaining control

    Are you looking to pass on wealth to your children while retaining some control? Family investment companies (FICs) can be a useful way to achieve this goal. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.
  • A zoomed in area of a euro bank note
    Market Perspective

    Wirtschaftskrise und Lösung

    Angesichts der bevorstehenden Wahlen in den USA und im Vereinigten Königreich sowie der drohenden Rezession gibt es viele Gründe für Anleger, sich vom Markt fernzuhalten. Aber riskieren Anleger, den Zug ganz zu verpassen, wenn sie warten, bis sie auf ihn aufspringen?
  • Market Commentary

    Asset Management: Monthly Macro Insights - December 2023

    Economic growth in advanced economies has been very weak in Q3-23, but the US was the notable exception, giving the impression the global economy remained resilient. Are we on a path of ‘immaculate disinflation’, or is the fall in inflation increasingly the reflection of a deteriorating economy?
  • Image of a Rothschild family painting with a reflection behind it of the City of London skyline
    Insights

    Minimising the effect of inheritance tax

    After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.
  • Image of a man walking out of the Rothschild & Co New Court door
    Insights

    Finding a mortgage with complex income

    Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.
  • podcast
    Marktausblick

    Perspectives podcast: A conversation with our CEO

    In the latest episode of our Perspectives podcast, Laura Künlen and Laurent Gagnebin, CEO of Rothschild & Co Bank AG, delve into his career journey, the motivations behind Rothschild's delisting, the significance of loyalty in shaping a firm's culture, and the parallels between the worlds of finance and music.
  • Image of someone walking through the Rothschild offices
    Insights

    Reducing the impact of capital gains tax

    The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.
  • A birds eye view of an Australian salt farm
    Insights

    Scaling climate technology through strategic capital

    Entrepreneurs innovating in climate technology face a major challenge when scaling their business. Larger companies are natural partners for these innovators. We believe there’s a multi-decade opportunity to invest in companies enabling the path to a ‘net zero’ economy.
  • A global investor assessing sustainable investment opportunities
    Insights

    What sustainable investing really looks like

    Sustainability has always been a fundamental investment issue. Here we outline the Rothschild & Co approach to sustainability in the investment process and the factors that can affect a company's intrinsic value and thus returns.
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