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Insights

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  • Close-up of Rothschild and Co skyscraper
    Market Commentary

    Asset Management: Monthly Macro Insights - November 2023

    The last few months have seen global consumer confidence dip back to still-depressed levels, while business confidence has weakened in most countries. Still, investors remain somewhat optimistic as they foresee the resilience of the global economy amid the end of the monetary tightening.
  • MP - Disinflation and growth.jpg
    Market Perspective

    Nachlassende Inflation und Wachstum

    Die Geld- und Anleihemärkte deuten darauf hin, dass die Zinssätze kurz vor einem Plateau stehen. Aber hat das Gruppendenken unsere Erwartungen beeinflusst? In dieser Marktperspektive gehen wir der Frage nach, was Anleger gegen Verzerrungen tun können. Außerdem werfen wir einen Blick auf die jüngsten Inflationszahlen.
  • An image showing St Pauls' Cathedral in the reflection of the Rothschild office window
    Insights

    Earn tax relief when selling your business

    Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.
  • Blog

    Growth challenges

    In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.
  • A man on his path to success, hindered by external financial restrictions
    Insights

    Uncovering behavioural biases when investing

    All of us demonstrate bias, even if it’s often detrimental to our lives. This is especially the case with investing, where it can be too easy to make poor decisions because of bias. This piece looks at the most common types of bias and how to minimise the negative impact.
  • Market Commentary

    Asset Management: Monthly Macro Insights - October 2023

    Most investors continue to foresee the resilience of the global economy despite the fastest global monetary policy tightening in four decades. However, not only the impacts of the latter are increasingly visible on economic activity, but the rise in crude oil prices and higher bond yields since midyear have raised new concerns regarding the goldilocks scenario.
  • Blog

    Still got the blues

    In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.
  • Marble background image taken from Getty images
    Quarterly Letter

    Making better investment decisions

    Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.
  • Image of the Rothschild & Co New Court office being reflected in the window
    Insights

    Using Lombard lending to maximise your wealth

    Lombard loans, also known as portfolio loans, allow you to borrow money against your assets such as stocks and bonds without selling your investment portfolio. This guide explains how you can use such loans to maximise your wealth.
  • R&Co Sept. 2023
    Market Commentary

    Mosaique Insights: Issue 12

    In this edition we take a closer look at the macroeconomic events that have significantly shaped the global financial landscape in recent months, resulting in significant changes in our asset allocation. Within this context, we explore the role of dividend stocks as a potential strategy for effectively navigating the challenges posed by inflation and recessionary conditions.
  • Zoomed in image of a US Dollar bill
    Market Perspective

    Sommer-Blues

    Interest rates are still rising, turning government bonds into an attractive option for investors looking to preserve their wealth. In this Market Perspective we assess how bonds now compare to stocks, and examine falling global inflation.
  • Betrand Piccard_13_09_2023
    Rothschild & Co

    Investment Views: Die Schweiz hebt ab

    Der Psychiater und Entdecker Dr. Bertrand Piccard hat Luftfahrtgeschichte geschrieben, als er die Erde nonstop mit einem Ballon und kürzlich mit einem treibstofflosen Solarflugzeug umrundete. In unserem Interview werfen wir einen Blick auf seine bahnbrechenden Flugerlebnisse, sprechen über die Bedeutung von Beharrlichkeit und diskutieren die Investitionsmöglichkeiten in der Schweiz, einem Land der Hightech-Innovationen.
  • Facade of Rothschild & Co's New Court office in London
    Market Commentary

    Asset Management: Monthly Macro Insights - September 2023

    Over the past months, narratives dominated by central bank tightening producing an inevitable recession have faded from the scene. However, the economic outlook remains particularly uncertain amid further deterioration in business confidence.
  • The outside wall of glass and steel of Rothschild & Co's New Court office in London
    Market Commentary

    Asset Management: Monthly Macro Insights - July 2023

    Investors remain convinced that inflation is likely to come down without much of a hit to economic growth. However, there is not much historical precedent for such an outcome, especially since monetary tightening is not completed, and the effects of higher policy rates are yet to be felt completely.
  • AI Generated image for Rothschild & Co Wealth Management UK
    Market Perspective

    Zinsen, Rezessionen und Roboter

    Die Wirtschaft hält sich besser, als viele befürchtet haben, aber wir sind noch nicht ganz aus dem Konjunkturloch heraus. In dieser Ausgabe von Market Perspective analysieren wir die aktuelle Lage der Weltwirtschaft, aktualisieren unseren "Inflation Watch" und diskutieren über KI im Kontext.
  • Publications

    Monatlicher Marktrückblick: Juni 2023

    Die weltweiten Aktienkurse stiegen im Juni um 5,8 % (in USD, ungesichert), während globale Staatsanleihen um 0,1% (in USD, ungesichert) zurückgingen.
  • podcast
    Marktausblick

    Perspectives podcast: Midsummer musings

    Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback still feels neither necessary nor likely and why we should question artificial intelligence pessimists. Subscribe to Perspectives on Apple Podcasts and Spotify.
  • An old map of New Court in the city of London
    Quarterly Letter

    A global perspective

    Italian merchant Marco Polo spent 25 years travelling across Asia at the end of the 13th century, seeking insight into new communities and cultures. In this Quarterly Letter we explore how there is still long-term value in looking beyond borders today.
  • Blog

    Macro update - why are we waiting?

    Headline inflation rates have turned lower, spending power is getting some relief, and transatlantic business surveys have softened. But there are still geopolitical, environmental, and social concerns impacting the long-term outlook. We provide an update on the macroeconomic environment.
  • Blog

    A regional roundup

    In this Strategy blog, we take a look at how a few different economies have performed around the world: Japan, China, the United Kingdom, and Greece.
  • Headshot of Marc-Antoine Collard with stone-coloured background with gold circles in corners
    Market Commentary

    Asset Management Europe: Monthly Macro Insights - June 2023

    Recent surveys have hinted at a slowdown in economic growth, but underlying inflation is proving more persistent, pressuring central banks to hike rates further. Yet, how tightening credit conditions interact with already restrictive monetary policy stances is a key uncertainty.
  • Publications

    Monatlicher Marktrückblick: Mai 2023

    Trotz der Erholung bei den grossen US-Technologie-Aktien im Mai fielen die globalen Aktien insgesamt um 2,2%, die globalen Staatsanleihen gaben um 2,2% nach (in USD, ungesichert).
  • podcast
    Marktausblick

    Perspectives podcast: A conversation with a private banker

    What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more as well as explore the Rothschild & Co Art Collection.
  • Zoomed in image of a pound note
    Market Commentary

    Marktausblick: Die Mischung könnte stimmen

    Die Märkte haben sich zwar schnell wieder erholt, aber es ist noch zu früh, um daraus zu schließen, dass wir aus dem Banken- und Wirtschaftsdschungel heraus sind. In dieser Ausgabe von Market Perspective befassen wir uns mit den Konjunkturrisiken und aktualisieren unseren Inflationsmonitor, bevor wir die Wirtschaftsleistung der verschiedenen Länder bewerten.
  • Headshot of Marc-Antoine Collard with stone-coloured background with gold circles in corners
    Market Commentary

    Asset Management Europe: Monthly Macro Insights – May 2023

    While tracking a firmer pace than feared in Q1-23 GDP, incoming reports suggest much of the strength can be attributed to China. Meanwhile, central banks have continued their tightening campaign amid stubbornly firm wage growth and sticky core inflation. Will they continue until something breaks?
  • Publications

    Monatlicher Marktrückblick: April 2023

    Die Kapitalmärkte blieben im April ruhig: Die weltweiten Aktienmärkte stiegen um 1,4% (in USD), während die globalen Staatsanleihen um 0,1% zulegten (in USD, ungesichert).
  • April 2023
    Market Commentary

    Mosaique Insights: Ausgabe 11

    In der 11ten Ausgabe von Mosaique Insights werfen wir einen genaueren Blick auf die ersten drei Monate des Jahres 2023, beleuchten die Aussichten für Anleihen und stellen Ihnen die Private-Markets Anlageklasse vor. Außerdem enthält diese Ausgabe ein Interview mit einem Professor für Data Science, der über die jüngsten Entwicklungen im Bereich der künstlichen Intelligenz spricht. Ferner stellen wir Ihnen den philanthropischen Ansatz von Rothschild & Co vor, der sich für die Förderung künftiger Generationen einsetzt.
  • podcast
    Marktausblick

    Perspectives podcast: The status quo of the economy

    The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.
  • Blog

    The debt ceiling - political football

    The US debt ceiling is currently at $31.4tn and the total stock of outstanding government debt reached this level back in January. Since then, unable to issue any new debt, the Treasury has been depleting its cash balance. Despite this, we discuss why we believe the US will not default.
  • Investment views-04-23
    Rothschild & Co

    Investment Views: Eine Familienangelegenheit

    Family businesses are the backbone of the global economy and have been firmly rooted in society for centuries. In our latest Investment Views, we explore the secrets to the success of family businesses and highlight one inspiring example of a family-owned company which can look back on a 128-year history.
  • Blue abstract patterns
    Quarterly Letter

    Meeting Mr. Market

    Mr Market, one of Benjamin Graham’s famous allegories, depicts an imaginary investor who swings wildly from optimism to pessimism. In this Quarterly Letter, we examine how our investment approach can outsmart Mr Market’s mercurial nature and help us make better investment decisions.
  • Market Commentary

    Asset Management Europe: Monthly Macro Insights – April 2023

    The global economy started the year on a firmer note than feared. Yet, core inflation is still stubbornly high while banking sector woes make it clear that the most aggressive tightening cycle in decades is taking its toll. Correspondingly, central banks will have to balance the risks between price and financial stability.
  • Publications

    Monatlicher Marktrückblick: März 2023

    Trotz der Besorgnis über das Bankensystem (der MSCI World Banks Index sank um 12,2%) stiegen die globalen Aktien im März um 3,1% und die globalen Staatsanleihen um 3,7% (beide in USD, ungesichert). Weitere Informationen finden Sie in der aktuellen monatlichen Marktübersicht von Wealth Management Schweiz.
  • MP - March-April 2023.jpg
    Market Commentary

    Marktausblick: Der Flügelschlag des Schmetterlings

    Ist der Zusammenbruch der Silicon Valley Bank (SVB) - und andere jüngste Ereignisse im Bankensystem - der Schmetterling, der einen finanziellen Tornado auslösen wird? In dieser Ausgabe von Market Perspective finden Sie aktuelle Informationen zum Bankensystem und zur weiteren Abschwächung der Inflation, wenn auch nur in Ansätzen.
  • podcast
    Marktausblick

    Perspectives Podcast: The Butterfly's Wings

    Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.
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