Insights

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?

It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.

If you’ve received a large sum of money from the sale of a business, an inheritance or a sudden windfall, here are the options for your cash in the short term

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.

At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.

Amid a mixed economic outlook, female founders share the biggest challenges and opportunities facing their businesses in the coming year.

Are you looking to pass on wealth to your children while retaining some control? Family investment companies (FICs) can be a useful way to achieve this goal. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.

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?

The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.

Entrepreneurs innovating in climate technology face a major challenge when scaling their business. Larger companies are natural partners for these innovators. We believe there’s a multi-decade opportunity to invest in companies enabling the path to a ‘net zero’ economy.

Sustainability has always been a fundamental investment issue. Here we outline the Rothschild & Co approach to sustainability in the investment process and the factors that can affect a company's intrinsic value and thus returns.

Money and bond markets suggest interest rates are about to plateau. But has groupthink affected our expectations? In this Market Perspective we ask what investors can do about bias. Plus, we examine the latest inflation figures.

All of us demonstrate bias, even if it’s often detrimental to our lives. This is especially the case with investing, where it can be too easy to make poor decisions because of bias. This piece looks at the most common types of bias and how to minimise the negative impact.

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.

Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.

Lombard loans, also known as portfolio loans, allow you to borrow money against your assets such as stocks and bonds without selling your investment portfolio. This guide explains how you can use such loans to maximise your wealth.