Insights

We manage investment risk through disciplined portfolio construction, diversification, liquidity management and continuous oversight, balancing risk and return to build resilient portfolios designed to preserve and grow wealth over time.

Rothschild & Co Wealth Management Switzerland wurde bei den renommierten Global Private Banking Awards 2026 als «Best Private Bank for Succession Planning in Switzerland» ausgezeichnet.

Resilient global growth masks an increasingly challenging environment shaped by persistent inflation, high interest rates, geopolitical tensions, fiscal pressures and strong AI investment.

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.

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.

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.

Following a first half marked by renewed geopolitical risk, fixed income markets faced persistent energy, inflation and fiscal pressures. While central banks maintained a hawkish stance, higher yields restored value across bond markets, while growing credit dispersion reinforced the importance of issuer selection.

The third quarter of 2026 ultimately confirmed two trends that may appear contradictory. On the one hand, the European economy continued to prove more resilient than expected, with a gradual improvement in activity indicators, the initial materialisation of German fiscal support measures, and strengthening earnings momentum.

This is the October 2026 Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

With Budget speculation intensifying ahead of 28 October, investors should avoid reacting to rumours alone, while reviewing potential tax planning opportunities around CGT, IHT, pensions, property and investment structures.

Rothschild & Co today announced that Pablo Hernandez Schmidt-Tophoff has joined its Global Advisory business as Managing Director, Head of Houston and Head of Energy Services & Decarbonization, North America.

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.

This Quarterly Letter explores how emotions and behavioural biases can undermine investment decisions. It highlights the importance of discipline, perspective and a clear long-term purpose in preserving and growing wealth through market uncertainty.

Rothschild & Co Wealth Management UK recently hosted an intimate networking dinner to encourage the conversations and connections that rarely happen in the day-to-day demands of building a business.

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.

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

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.

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.

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.