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Global Advisory: Rothschild & Co Redburn Review - September 2026

Published date
Redburn_Sept 26 Cover

Received wisdom has a way of going unquestioned - until it doesn't.

In the September Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets - from how Pigouvian taxes could keep the AI roll-out from being winner-takes-all, to why 'Super Apps' may never take hold in the West the way they have in China, to where space law still falls short. Elsewhere, we look at the risks of confirmation bias and outsourcing our thinking to AI.

Read the review

In this issue:

Charles Bendit celebrates the model of the leading ratings agencies.

Melissa Davies ponders ways to tax AI’s effect on labour.

Joseph Barker argues there will not be a ‘super app’ in the West.

Katherine Stamp highlights the serious challenges of space law.

Simon Baker explores the use of AI and quantum in biopharma.

Michael Taylor charts the ebbs and flow of gold’s monetary history.

Aleia de Buretel assesses the changing role of the rock ‘superfan’.

Omar Sheikh fears collateral damage to the young from AI.

Harry Bartlett explains how global retail banks became platforms.

Jamie Clark salutes recent advances in cancer detection.

Rowan Adley points to the real bottleneck in enterprise adoption.

Tobias Beith plots the route ahead for EVs and light vehicles.

Fred Hill unpicks the issues dominating the US midterms.

James Invine examines the possibility of a liberalised Renminbi.

Henry Hayden notes increasing technology usage by law firms.

Connor Cheynet hails the unsung heroes of sport.

Daniel Sepahi delights in the FIFA World Cup’s power to unify.

Neil Tyler details the case for and against octopus farming.

Archie Cotterell worries about the use of AI by novelists.

Read more articles

Insights Issue 18: Wealth in motion

As wealth becomes increasingly global, investors are spreading their lives, assets and opportunities across borders. Explore how a more connected world is reshaping the way capital is managed and grown.

 The Midterms

A Democratic sweep may increase political gridlock, but history suggests limited market impact, with resilient US growth, strong corporate profitability and consumers remaining more important drivers for investors.

 A quiet budget that may still change the landscape

The 2026 Budget brought limited headline change but potentially significant long-term implications, particularly for business owners, property investors and savers, through higher tax rates, new Founders Relief and company reforms.

 Research Matters by Rothschild & Co Redburn

How much AI infrastructure does the world need - and how is it going to be funded? Rothschild & Co Redburn's Global Head of Technology Alex Haissl joins Chief Strategist George Karamanos to explore the scale of the data centre buildout, the financing structures underpinning it and the prospects for sustainable returns. They discuss the balance between training and inference, the importance of enterprise adoption, and what credit markets and open-source competition could signal for the next phase of AI investment.

 UK Budget - first impressions

The Budget delivers modest fiscal changes with limited portfolio impact, while reinforcing the UK’s manageable debt outlook, although its collection of smaller measures appears driven more by politics than economics.

 Concrete decisions - pay now or pay later

The built environment must balance decarbonisation, climate resilience and affordability, with collaboration across housebuilders, policymakers, investors and suppliers essential to creating sustainable, resilient homes that deliver long-term value for communities.