Global Advisory Insights

This is the October 2026 Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

In the September 2026 Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets.

The geostrategic context will continue to reshape the business environment, and the pace and complexity of events will only accelerate; for business leaders, that is now the norm.

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

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.

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.

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