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Strategy blog: Interest rates - are we nearly there yet?
Insights
At different paces, and with varying displays of conviction and credibility, western central banks are continuing to raise interest rates, closing the stable door ever more firmly as the inflation horse canters merrily on the horizon. As we write, the rates priced into the money markets suggest that US, eurozone and UK policy rates will peak at 4.6%, 2.9% and 4.9% respectively, and will do so during 2023. Swiss rates are expected to peak at 2.2%, during 2024.
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Strategy blog: Sterling
Insights
Sterling has fallen further after the UK's "fiscal event", making higher interest rates even more likely. However, its all-round weakness is being overstated, as is the threat to the UK government's creditworthiness.
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Rothschild & Co appoints Fernanda Neumann Rosset as Head of Client Strategy for UK Wealth Management
Press releases
Fernanda will work closely with Client Adviser teams, focused on optimising relationships with clients.
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Why the US middle market is attractive for Private Equity Investors
Insights
US midmarket companies are a powerhouse of the US economy. These firms are generating a combined revenue of USD10 trillion and are employing roughly 50 million workers, making them an attractive Private Market investment.
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Thematic Insights – The Asian Century
Insights
Within the world’s largest and most dynamic continent, Emerging Asia includes many of the fastest growing and largest economies such as China, India, Indonesia, Malaysia, the Philippines, Thailand, and Vietnam.
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Market Perspective - Climbing the Wall
Market Commentary
The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.