Insights

The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.

The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.

The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.

The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.

Rothschild & Co acted as joint lead financial adviser to McCormick & Company, Incorporated on its landmark $66 billion combination announced today with Unilever PLC’s Foods business, creating a preeminent global flavor powerhouse.

Learn about our Group, and the activities and performance of our three businesses in 2025.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory reviews an extraordinary February. $181bn raised in US Growth equity was the biggest monthly total ever, a 24-fold yoy increase and means YTD US fundraising of $216bn is just $18bn short of the total for all of 2025. Into March conflict in Iran is leading to volatile public markets.

Die globalen Aktienmärkte legten im Februar (in EUR) leicht um 1,5 % zu, die Performance der 10-jährigen Bundesanleihen entwickelte sich mit 1,6 % ebenfalls positiv.

Rothschild & Co is pleased to announce that Joelle Tarrant is to join the firm as Head of Market Structure and Strategy, and Luke Hedley as a Sales Trader, effective immediately. They will be based in London.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. The US growth equity market grew 2.1x by value in 2025 to $234bn (2024 $109.7bn). The growth was fuelled by AI raises which grew 3.3x yoy and accounted for 57% of total proceeds. Europe, where the AI effect was less marked and the leading sector was software, saw the value of raises grow by 44% in 2025 to $49.2bn.

Erneut wurde Rothschild & Co Wealth Management bei den renommierten WealthBriefing Awards in der Schweiz ausgezeichnet und erhielt Preise in den Kategorien «HNW Team International Clients» und «UHNW Team International Clients». In beiden Fällen hob die Jury die globale Reichweite des Unternehmens, seine multigenerationale Expertise und sein langfristiges Denken hervor, die eine konsequent kundenorientierte Beratung sicherstellen

We explore why the global backdrop remains more stable than the headlines suggest, and where investors should remain particularly attentive in the year ahead.

Rothschild Martin Maurel is pursuing its growth strategy by strengthening its presence in the Provence-Alpes-Côte d’Azur region with the opening of a new office dedicated to its Wealth Management activity in Nice.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. The US growth equity market grew 2.1x by value in 2025 to $234bn (2024 $109.7bn). The growth was fuelled by AI raises which grew 3.3x yoy and accounted for 57% of total proceeds. Europe, where the AI effect was less marked and the leading sector was software, saw the value of raises grow by 44% in 2025 to $49.2bn.

Die globalen Aktienmärkte legten im Dezember (in EUR) leicht zu, während die Performance von Bundesanleihen mit einer Laufzeit von zehn Jahren mit -1 % negativ ausfiel.

In our latest geopolitical blog, Mark Sedwill, Chair of Geopolitical Advisory at Rothschild & Co offers his reflections on six strategic reasons for Christmas confidence.

Eine frühzeitige Planung Ihrer Rente sorgt für finanzielle Sicherheit und eine hohe Lebensqualität und ermöglicht es Ihnen, Ihre Projekte zu verwirklichen.

This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. 52% of the $63.4bn raised by the US growth equity market in Q4, up 31% yoy, was for AI companies. Datacentres, defence and crypto made strong showings. In this edition we look at the rise of the prediction marketplaces, Polymarket and Kalshi. Polymarket’s $2bn November raise at an $8bn valuation was up from $1.2bn in January. Kalshi’s valuation was $2bn in June and $11bn in November. We predict what’s ahead for them in 2026.

Despite geopolitical tensions and trade frictions, GDP growth in 2025 proved surprisingly resilient, slowing only slightly compared to 2024. However, vulnerabilities remain, as several factors that have supported the global economy thus far may prove to be temporary.

Senior hires bolster the firm’s GP Solutions team.

AI-driven optimism keeps markets buoyant, but stretched valuations and lingering global uncertainty remind investors to stay vigilant.