Insights

Rothschild & Co is pleased to announce that Matthew J. Greenberger will join the firm as Managing Director and Head of Real Estate, North America, based in New York. In this role, Mr. Greenberger will be responsible for leading Rothschild & Co’s real estate advisory activities across the region, strengthening the firm’s capabilities in an expanding sector.

Rothschild & Co wins 'Latin American ESG Deal of the year' at Global Capital’s Latin America Bond Awards 2025 for our advisory role to the Government of The Bahamas on its US$300m Debt Conversion for Marine Conservation.

We review a strong Q1 for the value of Growth Equity raises on both sides of the Atlantic ( US +48% yoy, Europe +22%) and the potential impact of the ‘Liberation Day’ tariffs on trading conditions for venture backed firms, the flow of funding into the asset class and valuation.

On the afternoon of Wednesday, April 9, President Trump announced a 90-day pause on reciprocal tariffs for countries not engaging in retaliatory measures, along with the temporary implementation of a 10% “baseline” tariff applied broadly.

Europas Aktienmärkte gehörten im ersten Quartal 2025 zu den klaren Gewinnern. Die wirtschaftspolitischen Dynamiken und die unterschiedlichen Bewertungsniveaus sprechen derzeit für eine weitere Outperformance des alten Kontinents.

Global stock markets have responded vigorously to the latest tariff rhetoric from the US administration, and increasingly the response from trade partners.

Globale Aktien fielen im März um 4,0 % (in USD), die Renditen globaler Staatsanleihen sanken um 0,5 % (in USD, abgesichert).

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.

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.

Optimism around the potential ability of new technologies driven by artificial intelligence to transform industries is driving the venture capital market forward. At the start of 2025 AI continues to dominate VC fundraising and at rapidly growing valuations. The FTSE Venture Capital Index is just 6% off its August 2021 highs and we are seeing a resurgence in interest in sectors like fintech and biotech. As one VC commentator has remarked. ’We are so back baby’.