Insights

Die Stimmung unter den Anlegern hat sich seit der Marktperspektive vom Mai eingetrübt. Objektiv gesehen hat sich jedoch wenig geändert. In dieser Ausgabe erörtern wir die Risiken, die nach wie vor vom Ukraine-Konflikt ausgehen, warum die US-Wirtschaft näher an einer technischen Rezession ist, als wir zunächst dachten, und die Volatilität der Märkte.

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market.

Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion of Rothschild & Co’s Technology sector team in the U.S., which is led out of its Los Angeles office, to expand sector coverage on the East Coast.

When selling a business, entrepreneurs often underestimate this financial shift, particularly the need to replace a regular salary with an ‘income’ post-sale.

While market and consumer sentiment paint a dismal picture, the hard data points to a more positive outlook.

The global growth backdrop continues to weaken, yet the mix of elevated inflation and tightening labour market is generating urgency for central banks to normalise stances.

This edition delves into the crisis in Ukraine and how this event is impacting the wider macroeconomy, particularly inflation rates and monetary policy.

The global economy is facing three interrelated shocks. New Covid-19 cases are once again gaining momentum in Europe and Asia – especially in China – worsening supply chain disruptions. In addition, the war in Ukraine will hinder global growth through many different channels. Lastly, central banks are under significant pressure to quickly normalise policy stances.

Capital markets fluctuated heavily as investors digested economic and geopolitical risks: Global equities rose 2.1% (in USD terms), while global investment grade bonds fell 2.2% (in USD).

Post pandemic-shifts in the real estate market, we look at how different real estate sub-sectors have performed and where investors can look for returns.

In this Strategy Blog, we wanted to highlight some points that might paint a slightly more optimistic picture of the UK economy.

In reaction to the invasion of Ukraine late last week, instead of military intervention, numerous sanctions were taken in order to isolate Russia from the rest of the world, with the goal of weakening it economically.