Press releases
Rothschild & Co acted as lead financial adviser to ABF on its ~£15bn demerger of Primark and FoodCo
Strategy Blog
Despite war, blockades and oil near $100, global equities hit highs. Stagflation fears echo 1973 and 2022, but today’s shocks look smaller and shorter-lived. With earnings resilient and rates nearer neutral, markets may keep looking past geopolitical risks for now.
Press releases
Rothschild & Co is delighted to announce the appointment of Ilga Haubert to lead its UK Wealth Management Investment Team. As Head of Investments, Ilga will oversee the firm’s investment strategy and the continued delivery of its distinctive investment proposition for clients. She will report to UK Wealth Management CEO, James Morrell, and become a member of the UK Wealth Management Committee, in addition to holding Senior Managers & Certification Regime (SMCR) responsibilities for the Investment Team.
Insights
The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory reviews an extraordinary February. $181bn raised in US Growth equity was the biggest monthly total ever, a 24-fold yoy increase and means YTD US fundraising of $216bn is just $18bn short of the total for all of 2025. Into March conflict in Iran is leading to volatile public markets.
Press releases
Rothschild & Co has appointed Grégoire Salignon as Head of Rothschild Martin Maurel with effect from 12 April 2026. He succeeds Alain Massiera, who will continue to play an active and strategic role within Rothschild Martin Maurel in Europe.
Market Commentary
The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.
