Insights

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

Metals are crucial for daily life and the economy. Our fourth Sustainability Sphere discusses sustainable mining practices. Technology and mining share a symbiotic relationship; and they can drive each other towards a greener, zero-carbon future.

The Mansion House Initiative has ten of the UK’s largest pension providers committing 5% of ‘default’ funds from DC pensions to private assets by 2030, hoping to free up £75bn of growth financing. Ahead of the second anniversary of the Mansion House reforms we take a deep dive into funding conditions for UK private companies.

President Donald Trump’s trade-war salvo, the largest act of American protectionism since the 1930s, combined with his foreign policy’s complete shift, are sending significant shockwaves through the global economy. Although the full impact of phenomenal uncertainty is a key unknown, inflation and growth dynamics might well evolve opposite to investor’s Goldilocks scenario.

Despite widespread concerns about the European economy, European equities have started the year on a strong note — even outperforming the US market. While investors remain cautious, there are signs of underlying optimism.

Rothschild & Co is pleased to announce that Andrew Grant is to join the firm as part of our Global Advisory business. He will be based in London.

Die bevorstehende Rückkehr von Präsident Trump ins Weiße Haus hat viel Aufsehen erregt. In unserem Marktausblick untersuchen wir, welche Auswirkungen die neue Präsidentschaft auf die Märkte haben könnte. Darüber hinaus gehen wir der Frage nach, wie die Weltwirtschaft mit Schulden, Zinsen und Zöllen umgehen wird.

Senior hire strengthens the firm’s global financial sponsors business and further expands the Global Advisory business in Australia.

A trade conflict with the US’s closest economic partners might begin soon, and all indications are that these actions are a start to a widening trade war. The complete ramifications are unknown, yet the cost of uncertainty could be large and increases the risk of stagflation.

Erneut gewinnt Rothschild & Co Wealth Management einen der renommierten WealthBriefing Awards in der Schweiz: Die Bank belegte den ersten Platz in der Kategorie «HNW Team International Clients».

Professionals have a lot of questions about their finances and often do not have the time to manage them alone. In this article we wanted to discuss some of the questions we are asked most frequently and offer some guidance on the key factors you should consider.

Today marks the official presidential inauguration of the 47th President of the United States of America. Donald Trump will become the second person to hold office in two non-consecutive terms (Stephen G. Cleveland was the other one, in 1837).

Venture Capital activity grew in 2024 for the first time since 2021 with Pitchbook estimating that global funding for VC backed firms increased by 5% yoy, from $349bn in 2023 to $368bn in 2024. In January’s update we make ten predictions for the growth equity market in 2025. Led by AI and associated industries we think the level of VC funding will grow again in 2025- not a bonanza but a year of solid growth.

Künstliche Intelligenz, das „Abnehm-Wundermittel“ GLP-1 und Rüstung führten zu überwiegend zweistelligen Wertzuwächsen an den internationalen Aktienmärkten.

Ein Gespräch mit Karl-Theodor zu Guttenberg, ehemaliger Bundesminister für Wirtschaft, Technologie und Verteidigung, sowie anerkannter USA-Experte.

Mithilfe von innovativen Ideen und einer verantwortungsbewussten Entwicklung kann Künstliche Intelligenz (KI) einen entscheidenden Beitrag zur Lösung gesellschaftlicher Herausforderungen leisten.

In 2024, global growth has remained stable and world trade has been recovering, while price pressures continued to ebb. Investors project that this resilience will continue in 2025, with inflation further converging towards central banks’ targets. However, this outlook masks significant differences across sectors and countries, and is surrounded by important uncertainties.

Im Dezember sanken die weltweiten Aktienkurse um 2,4 % (in USD), während die globalen Staatsanleihen um 0,7 % (in USD, abgesichert) fielen.

We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.

Christian Bouet, CFO von Rothschild & Co Wealth and Asset Management, und seit 11 Jahren auch CFO der Rothschild & Co Bank AG, tritt von letzterer operativer Funktion zurück und wird neu Mitglied des Verwaltungsrats der Bank in der Schweiz. Patrick Eisenring, derzeit Finance Director Wealth Management für das Schweizer Geschäft und dessen internationale Tochterunternehmen, wird per 1. Januar 2025 neuer CFO der Rothschild & Co Bank AG.

As we approach this wonderful time, it is an opportunity to reflect and to be grateful. In the case of our investments, we are grateful that, despite having a supercharged geopolitical calendar in 2024, and concerns about slowing economic activity and the risk of Central Banks' policy missteps, we are closing the year with very healthy returns.

In December’s edition we review the biggest deals in growth equity in 2024 on both sides of the Atlantic. A strong end to the year fuelled by AI deals meant our US Deal Monitor recorded 113 raises of $200m+ raising $82bn in 2024, well ahead of 2023’s $44bn. Europe started strongly and then faded. Our Deal Monitor shows a 2024 ytd total of $32.3bn modestly ahead of 2023 with Climate Tech, AI and software leading. Meanwhile Wall Street strategists anticipate a c10% rise in the S&P 500 in 2025.