Insights

Strong first half performance.

Trotz anhaltender globaler Wachstums- und Inflationssorgen erholten sich die Kapitalmärkte im Juli: Die globalen Aktien legten deutlich zu, nachdem sie im Juni ein Jahrestief erreicht hatten. Auch die weltweiten Staatsanleihen verzeichneten kräftige Gewinne.

In the 9th edition of Mosaique Insights we take a closer look at what type of investments can thrive in challenging times and shed some light on the topic of inflation. We will also take you on a trip to the Nordics and introduce you to our new Rothschild & Co Switzerland Art Collection and Exhibition Series.

As society ages across the developed world, purchasing power is shifting to the Baby Boomers. This in turn is opening up new markets for companies servicing the silver economy. In this infographic video, find out more about navigating shifting demographics.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Die Volatilität war bei Aktien und Anleihen weiterhin hoch. Globale Aktien fielen stark und erreichten Mitte des Monats kurzzeitig ein neues Jahrestief, ebenso wie globale Staatsanleihen.

While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.

Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion of Rothschild & Co’s Technology sector team in the U.S., which is led out of its Los Angeles office, to expand sector coverage on the East Coast.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Investors still hope the Goldilocks scenario of moderating inflation and supply-led growth will emerge in H2 2022, although the recent trends in bottlenecks and the labour market call for caution.

Die Kapitalmärkte waren im Mai volatil. Nach der längsten Serie wöchentlicher Verluste bei den wichtigsten Aktienindizes seit 2001 erholten sich die Aktien bis zum Monatsende, während die regionalen Anleiherenditen divergierten.

While market and consumer sentiment paint a dismal picture, the hard data points to a more positive outlook.

Consumer prices continue to surge across the globe, reaching record highs in western economies. In this Strategy Blog, we assess the causes of this inflationary pressure, how policy makers are responding (or not), before discussing how this might pan out in the coming months

Following the biggest one-day fall in US stock markets since mid-2020, Kevin Gardiner examines some of the factors influencing market volatility and considers whether, in an environment of low consumer confidence and inflationary pressures, economic growth can still continue.

Senior hire further strengthens the firm's leadership and expertise in the consumer retail sector.

This edition delves into the crisis in Ukraine and how this event is impacting the wider macroeconomy, particularly inflation rates and monetary policy.

Rothschild & Co has won Best Equity Capital Markets Adviser at GlobalCapital's 2021 ECM Awards. This is the third consecutive year we have won this award and also our sixth win in the last seven years.

In April, investor sentiment deteriorated with the prospect of an even tighter monetary policy. Global equities lost 8.0%, while global investment grade bonds fell 4.2% (in USD).

Rothschild & Co is rebranding its operations in Luxembourg following the recently completed acquisition of Banque Pâris Bertrand.

The global economy is facing three interrelated shocks. New Covid-19 cases are once again gaining momentum in Europe and Asia – especially in China – worsening supply chain disruptions. In addition, the war in Ukraine will hinder global growth through many different channels. Lastly, central banks are under significant pressure to quickly normalise policy stances.

Capital markets fluctuated heavily as investors digested economic and geopolitical risks: Global equities rose 2.1% (in USD terms), while global investment grade bonds fell 2.2% (in USD).