Insights

Global Advisory named ‘Financial Adviser of the Year’ by Mergermarket

Despite recent resilience, UK consumers face mounting pressure from higher energy and food prices, potential tax rises and higher interest rates, all of which could weaken discretionary spending and economic activity this winter.

In the September 2026 Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets.

The geostrategic context will continue to reshape the business environment, and the pace and complexity of events will only accelerate; for business leaders, that is now the norm.

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.

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.

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.

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.

Rothschild & Co has been recognised with five prestigious awards at Euromoney's Awards for Excellence 2026

Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.

After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.

The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.

As we head into the summer, the second half of 2026 looks set to be defined less by any single crisis than by continuing geopolitical shifts across multiple arenas. The simmering conflict in the Gulf continues. US politics is entering an important phase as we approach the midterms. Across Europe, populist sentiment is increasingly setting the national agenda, as the EU continues to double down on Made in Europe. Running through all of this is a steady erosion of trust between traditional partners that is pushing countries to hedge, diversify and act in their own self-interest.

Auch im zweiten Quartal 2026 zeigten sich die globalen Aktienmärkte äußerst robust. Während der Börsengang von SpaceX erfolgreich verlief und Korea sowie Japan die besten Kursentwicklungen verzeichneten. Im Interview mit unseren Portfoliomanager Christian Schwab und Mark Waldmann erfahren Sie mehr über die Einführung unserer erfolgreichen Anlagestrategie „Mosaique“ in Deutschland.

Ein Gespräch mit den Portfoliomanagern Christian Schwab und Mark Waldmann über die neue Multi-Asset-Strategie der deutschen Vermögensverwaltung von Rothschild & Co.

While geopolitical tensions and trade fragmentation continue to shape the global economic landscape, developments in energy markets have reduced some of the most immediate threats to growth and inflation.

Rothschild & Co Redburn analysts unpack the forces reshaping markets and society: from the future of stablecoins to AI’s quiet revolution in construction and the multi-decade grid supercycle transforming energy infrastructure.

Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.

Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2026 Bond Awards, our fourth consecutive win in this category.