Insights

While global growth has proved resilient to policy tightening, significant divergences have emerged across countries, and the outcome of the US election has increased the risks for that trend to amplify. Furthermore, by choosing not to act on any assumptions about what the incoming US administration might enact, combined with the long and variable lags of monetary policy, the Fed will struggle to contain the economic consequences of Donald Trump’s priorities.

n den letzten Jahren haben Wissenschaftler den Slogan «60 ist das neue 40» geprägt, der nicht nur die Alterung der Bevölkerung beschreibt, sondern auch die sich wandelnde Einstellung dazu, was es bedeutet, älter zu werden.

Positive Impulse für Aktienmärkte: Wachstum in den USA, stabilisierte Eurozone und sinkende Zinsen schaffen Chancen trotz Industrieschwäche.

Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.

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.

The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.

The outcome of the US election has increased the risks for the global economy, as trade wars and higher interest rates have the potential to derail the resilience of growth. Furthermore, regional divergences could widen as Europe and China will likely be facing a challenging environment, although policymakers have tools to mitigate the impact of Trump’s agenda

Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.

Trotz geopolitischer Herausforderungen zeigt sich die US-Wirtschaft robust, und eine tiefe Rezession in Europa scheint abgewendet. Wir halten daher eine hohe Aktienquote und favorisieren Anleihen bis zehn Jahre Laufzeit, fokussiert auf Wachstumssektoren wie Gesundheit und Technologie.

Donald Trump has been elected as the 47th President of the United States, marking his second term and making him one of only two presidents, alongside Grover Cleveland (in the 1890's), to serve non-consecutive terms. The election day saw a sharp market rally in response to Trump’s victory.

The Budget confirmed very significant changes to the taxation of ‘non-doms’, arguably the biggest in personal taxation for over 200 years. In this note we summarise the proposed new rules and the key areas in which they are likely to have an impact.

In a rapidly evolving geopolitical landscape, financial markets are feeling the weight of numerous global challenges. In our interview with Wealth Management Switzerland's CIO, Dr. Carlos Mejia, we explore the shared concerns voiced by clients across Europe, from the impacts of the upcoming U.S. presidential election to the economic uncertainties in China and Europe.

Senior hire strengthens the firm’s global equities business and further expands the Global Advisory business in Europe.

Diese Ausgabe von Insights befasst sich mit den USA vor dem Hintergrund der bevorstehenden Wahlen und enthält Erkenntnisse unseres Chief Investment Officer sowie Analysen unseres Global Investment Strategist und Fixed Income Teams. Ausserdem berichten wir über eine kürzlich durchgeführte Reise in die USA, erkunden das Potenzial der Robotik und diskutieren die sich entwickelnden Beziehungen zwischen den USA und der Schweiz.

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

Die Fed setzt klare Zeichen: Die ersten 50 Basispunkte markieren nur den Anfang

US-Notenbank senkt Zinsen erstmals seit der Pandemie – Märkte reagieren positiv

Nach einem Mini-Crash im August, ausgelöst durch den Yen-Carry-Trade, setzten die internationalen Aktienmärkte ihre Aufwärtsbewegung fort.

The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.

Globale Aktien stiegen im September um 2,3 % (in USD), während globale Staatsanleihen 1,1 % erzielten (in USD, abgesichert).

Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.

Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.

Redburn Atlantic’s latest Review examines the transformative impact of innovation, including the rapid growth of digital platforms and the future of the chip industry. It also covers the economic implications of housing in the UK, the issues of overtourism, the status of British grammar schools, and offers insights into the NHS, equity markets, and more.​