Insights

Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.

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

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 latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.

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.

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

Significant wealth brings complex financial and personal decisions. Rothschild & Co helps coordinate trusted advisers, ensuring aligned, objective guidance, long-term planning and access to specialist expertise through a personalised advisory board.

Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.

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 hat heute eine Vereinbarung zur Übernahme von 100 Prozent der Anteile an der in Hamburg ansässigen Marcard, Stein & Co unterzeichnet. Diese Transaktion unterstreicht das fortgesetzte Engagement von Rothschild & Co für sein Wealth-Management-Geschäft in Deutschlang, einem für die Gruppe strategisch wichtigen Markt.

Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.

Rothschild & Co appoints Lucy Baldwin as Global Head of Equities

A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.

Rothschild & Co expands Global Investor Advisory and appoints Matt Hall as MD, Head of UK Investor Advisory.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Rothschild & Co acted as exclusive financial adviser to the Special Committee of Amex GBT on its ~$6.3bn all cash acquisition by Long Lake

Rothschild & Co's Wealth Management business has appointed Oren Buchman as Senior Client Adviser in its Tel Aviv office, as the bank continues to grow its presence in Israel in response to rising client demand and increasing momentum in the local market.

The disruption of traffic through the Strait of Hormuz has transformed a regional geopolitical event into a global economic shock, driving up energy and transport costs while adding pressure to supply chains worldwide.

Globale Aktien legten im April um 7,6 % zu (in EUR), während Bundesanleihen ebenfalls leicht anstiegen.