Insights

Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.

Significant wealth brings complex financial and personal decisions. Rothschild & Co helps coordinate trusted advisers, ensuring aligned, objective guidance, long-term planning and access to specialist expertise through a personalised advisory board.

Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.

Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.

Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.

A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.

Global supply chains face rising stress but remain resilient. Hormuz disruption halted key energy flows, prompting rerouting. Delivery times have lengthened slightly, shipping rates remain contained, and trade volumes stay healthy. Overall pressure is rising, though far below pandemic-era supply chain disruption.

Rothschild & Co Wealth Management UK provides globally diversified, preservation-focused wealth management for US clients. Our bottom-up investment approach prioritises prudent growth and long-term security.

Our wealth framework brings clarity and structure to personal finances by dividing wealth into distinct “pots,”. This approach helps individuals visualise their wealth in a more meaningful way, moving beyond abstract numbers to focus on real-life goals, such as lifestyle needs, long-term security, growth opportunities, and business interests.

Our Electrification Sphere brings clarity to the energy transition by convening industry leaders to address the challenges of powering AI and digital infrastructure sustainably. Through expert dialogue, the report explores how innovative grid solutions, renewable integration, and strategic investment can shape a resilient, decarbonised future for data-driven industries.

Rothschild & Co Wealth Management hosted Ed Conway and Fiona Howarth to explore how six key materials - sand, salt, iron, copper, oil, and lithium - underpin sustainability, and the global transition to cleaner energy.

No parent wants to pass on wealth to their children and watch them fritter it away. Here’s how to give your family the best chance in life while ensuring your wealth is protected for generations to come.

In this Market Perspective we examine President Trump’s economic policies, geopolitical risks, and market dynamics. As well as the potential impacts on global markets, trade relationships, and investment strategies.

Professionals have a lot of questions about their finances and often do not have the time to manage them alone. In this article we wanted to discuss some of the questions we are asked most frequently and offer some guidance on the key factors you should consider.

We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.

Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.

The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.

Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

Relocating to Guernsey is attractive due to its natural beauty and high quality of life. But we know that moving is a big decision. In this article we answer some common questions about moving to the island and provide information on how we can help you relocate.

In the Journey to Success report, we speak to the inspiring founders of Bare Biology, Two Chicks and Seraphine about their businesses and consider how founders should approach their corporate and personal finances along the way.

Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.

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.