Insights

The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.

In May, global equities rose by 4.1%, recovering April's losses, while government bonds gained 0.5%. Despite high bond yields, the Fed signaled cautious easing. Geopolitical tensions persisted in the Middle East, Ukraine, and Taiwan. Discover more in our Monthly Market Summary.

In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ever-changing world.

Global equities declined by 3.3% in April (USD terms), alongside government bonds which fell by 1.5% (USD, hedged terms).

The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.

Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.

Every day, fresh ransomware assaults make headlines. The average nine-month timeframe to detect security incidents underscores the critical need for swift action to prevent or mitigate damages.

Stock indices rose to record levels across the globe, including the S&P 500, Euro Stoxx 600 and Nikkei 225. Regional and sector returns broadened in February, though ‘growth’ stocks continued to lead the market higher.

The theme of US outperformance continued in January – the S&P 500 briefly rose to a record high. ‘Growth’ and ‘cyclicals’ led the market higher, with the ‘Magnificent Seven’ stocks outperforming.

While the US election is far from a foregone conclusion, opinion polls point towards to a change of leadership in the UK. However, setting any personal political sympathies aside, in what ways can a change of government affect investors and the wider economic picture?

The US regulator has approved the first Bitcoin ETF, but will this move signal the end of the cryptocurrency ‘boom and bust’ cycle? We examine the changing role of crypto, and whether it should be considered a digital currency or an investment opportunity.

Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In this episode we delve into his journey.

With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?

Global equities rebounded by 9.2% in November (USD terms), as did global government bonds by 3.0% (USD, hedged terms).

In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking, Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.

Global equities declined by 3% in October (USD terms), alongside global government bonds which fell by 0.6% (USD, hedged terms).

In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.

Global equities declined further in September, by 4.1% (USD terms), and global government bonds also fell by 1.6% (USD, hedged terms).

The 12th edition of Mosaique Insights takes a closer look at an industry that has experienced significant transformations in recent years and explore how we can assist our clients in navigating complex market environments. Additionally, we shed light on the asset class of private markets and take you on a trip to the United States with our equity research team.

Interest rates are still rising, turning government bonds into an attractive option for investors looking to preserve their wealth. In this Market Perspective we assess how bonds now compare to stocks, and examine falling global inflation.

Global equities rose by a further 3.7% in July (USD terms), while global government bonds edged lower again by 0.3% (USD, hedged terms).

Economies are holding up better than many feared, though we are not quite out of the cyclical woods yet. In this edition of Market Perspective, we analyse the current state of the global economy, update our ‘Inflation Watch’, and discuss AI in context.

Global equities rebounded by 5.8% in June (USD terms), while global government bonds edged lower by 0.1% (USD, hedged terms).

Headline inflation rates have turned lower, spending power is getting some relief, and transatlantic business surveys have softened. But there are still geopolitical, environmental, and social concerns impacting the long-term outlook. We provide an update on the macroeconomic environment.