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  • GEU Indigo
    Insights

    Growth Equity Update

    The August edition assesses the recent strength of the European VC market. With July also being a strong month for IPOs, with $5.5bn raised in the US. We do a deep dive on LegalTech following a recent spate of VC raises. Plus, we look at the likelihood of the Fed cutting rates in September and the possible market reaction.
  • Rothschild & Co
    Monthly Market Summary

    The AI trade loses some steam

    Global equities moved higher by 1.6% in July (USD terms), while global government bonds returned 1.8% (USD, hedged terms).
  • Rothschild & Co
    Investment Views

    Behind the fencing mask

    As the 33rd Olympic Games kick off in Paris, we explore the experience of winning gold, high-stakes preparation, and retirement from sports through an interview with Britta Heidemann, the first female fencer to achieve the 'golden triple.'
  • The perils of making predictions
    Quarterly Letter

    The perils of making predictions

    History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
  • GEU Indigo
    Insights

    Growth Equity Update

    The July edition assesses the condition of Growth Equity at the year’s halfway stage. H1 was again tough for fundraising for VC firms. Q2 though was much stronger than Q1 and into July with the mood amongst VC funds, and their fundraising, bolstered by the surge in appetite for AI related investments.
  • MMS_June_header.jpg
    Monthly Market Summary

    Few US stocks drive global markets

    US mega-cap names led a narrowly-focused advance in June's stock markets while president Macron’s snap election announcement added uncertainty to European markets.
  • Is a wealth manager worth it?
    Insights

    Is a wealth manager worth it?

    We all like to achieve good value for money, but it's particularly important when choosing a wealth manager. You are entrusting someone with you and your family’s financial future, and in this article we outline how to assess the value of a wealth manager.
  • Cultivating an exceptional client service culture
    Insights

    Our culture, service and people

    We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.
  • Making the right investment choices
    Insights

    Making the best investment choices

    There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.
  • Image of the london skyline reflecting off of the Rothschild London office windows
    Insights

    How to choose a wealth manager

    Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.
  • Market Commentary

    Asset Management: Monthly Macro Insights - June 2024

    Although the global economy is still experiencing the lagged effects of tighter monetary policy, business confidence has been improving over the past few months, suggesting positive momentum going into the second half of the year. Will central banks be a tailwind or a headwind?
  • MMS_Banner_May2024.jpg
    Monthly Market Summary

    Stocks retrace April’s losses

    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.
  • Gaming for good
    Insights

    Gaming for good

    Our second Sustainability Sphere focused on the video games industry and considered how it can better drive positive social impact. Stakeholders asked how do we encourage people to play for the planet, rather than let the planet pay socially and environmentally?
  • How to invoke power of attorney
    Insights

    How to set up a power of attorney

    A power of attorney allows someone you trust to make decisions on your behalf and can be useful if your mental capabilities decrease, because of illness, accident or old age. In this article we explain how to set up a power of attorney and some key facts to be aware of.
  • Illustration of deck chairs surrounded by coins
    Insights

    How much money do I need to retire?

    No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.
  • Close up image of a 100 US dollar bill
    Market Perspective

    The next mood shift

    In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.
  • Close-up of Rothschild and Co skyscraper
    Market Commentary

    Asset Management: Monthly Macro Insights - May 2024

    Recent monthly indicators suggest that the slowdown in global growth around the turn of the year has bottomed out. However, inflation outlook remains murky and the latest data have shaken investors’ confidence that significant monetary policy easing is in the offing.
  • Monthly Market Summary

    Market sentiment sours in April

    Global equities declined by 3.3% in April (USD terms), alongside government bonds which fell by 1.5% (USD, hedged terms).
  • An illustration showing a globe, passport, calculator and a stack of coins
    Insights

    Abolishing 'non-dom' status - what you need to know

    The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.
  • Rothschild and Co
    Insights

    Insights Issue 13: Spring Edition

    Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.
  • Getty Image canvas painting
    Insights

    Understanding sustainability risks and opportunities

    Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.
  • Should I form a trust?
    Insights

    Should I form a trust?

    Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.
  • Strategy Blog

    Are oil prices pushing inflation higher?

    Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.
  • Monthly Market Summary

    Stock market optimism prevails in March

    Global equities continued their upswing, rising by 3.1% in March (USD terms), while government bonds were also up by 0.7% (USD, hedged terms).
  • Cover image: Patrick McDowell: The Eurydice collection. Photograph taken by Lorenzo Berni
    Insights

    Sustainable fashion should never go out of style

    In our first Sustainability Spheres event, industry experts discussed the future of ‘fast fashion’, a model which dominates the sector but has been criticised for being unsustainable. Attendees were asked how the industry can embed sustainable practices into their models.
  • Presidential thank you letter
    Quarterly Letter

    Navigating political noise

    More than 50 countries will hold an election in 2024, with more than 40% of the world’s population eligible to vote. We examine how elections can come to dominate our conversations and thinking, and how it pays to take a step back and consider the long-term view.
  • Strategy Blog

    Rates round-up

    Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
  • Rothschild & Co
    Investment Views

    The next generation's philanthropic shift

    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.
  • Strategy Blog

    Democracy and investing in 2024

    Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
  • Market Commentary

    Asset Management: Monthly Macro Insights - March 2024

    Global growth resilience expected in 2024 masks the continuation of sharp regional divergences. Although headline inflation in most G20 countries is projected to continue its normalisation, it is unlikely to be back to target before the end of 2025, and upside risks remain elevated. In fact, central banks may be forced to remain prudent to ensure that underlying inflationary pressures are durably contained.
  • An overview shot of the Buy Women Built Event at Rothschild & Co
    Insights

    Female founders celebrate International Women's Day

    Rothschild & Co was proud to welcome dozens of female founders to New Court for a Buy Women Built dinner to celebrate International Women’s Day, bringing together entrepreneurs from the worlds of beauty, fashion, food and drink, and other industries.
  • Strategy Blog

    UK Budget - no rabbit

    The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook
  • A man debating wether to invest or save his cash
    Insights

    The outlook for cash

    Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.
  • Monthly Market Summary

    Stock markets rise to fresh highs in February

    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.
  • Strategy Blog

    Japan: partying like it's 1989

    Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.
  • Close up shot of a 50 Yuan note
    Market Perspective

    Disinflation, China and stock valuations

    Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.
  • The outside wall of glass and steel of Rothschild & Co's New Court office in  London
    Market Commentary

    Asset Management: Monthly Macro Insights - February 2024

    Regional divergence remained significant at the end of 2023. Although the impacts of high interest rates and the withdrawal of fiscal support are expected to weigh on growth in 2024, investors are keeping their sanguine outlook as they foresee fast interest rate cuts. Yet, resilient labour markets and renewed pressures on supply chains could require a tighter monetary policy stance than expected, upsetting investors’ high hopes.
  • Monthly Market Summary

    Stocks edge higher amid tense geopolitical backdrop

    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.
  • Strategy Blog

    Is the US election over before it even started?

    In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.
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