Newsroom

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.

Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.

After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.

The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.

Through deep research and direct engagement with businesses, we seek high-quality companies with strong competitive advantages, disciplined capital allocation and the ability to compound wealth over time.

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.

Rothschild & Co has today signed an agreement to acquire 100 per cent of the shares in Hamburg-based Marcard, Stein & Co. This transaction demonstrates Rothschild & Co’s continued commitment to its German wealth management business in a strategically important market to the Group.

Rothschild & Co Foundation has launched its new strategy to 2030, marking the next chapter in its work to support future generations and strengthen the systems that shape their lives.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.

Rothschild & Co appoints Lucy Baldwin as Global Head of Equities

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.

Rothschild & Co expands Global Investor Advisory and appoints Matt Hall as MD, Head of UK Investor Advisory.

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Rothschild & Co's Wealth Management business has appointed Oren Buchman as Senior Client Adviser in its Tel Aviv office, as the bank continues to grow its presence in Israel in response to rising client demand and increasing momentum in the local market.

New appointment marks a further step in the expansion of the Wealth Management business in Spain, strengthening local capabilities.

Uncertainty is a constant in markets, not an exception. What matters is how it is approached. In this edition of Insights, we consider how structure, preparation and a long-term perspective can help anchor decision-making when conditions are less predictable

Rothschild & Co acted as lead financial adviser to ABF on its ~£15bn demerger of Primark and FoodCo

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.

Rothschild & Co is delighted to announce the appointment of Ilga Haubelt 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.

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.

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.

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.

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.

Markets move in cycles driven by psychology; predicting turns is futile. Disciplined long‑term investing in quality businesses, valuing fundamentals over hype, helps preserve and grow wealth through booms and busts.

Learn about our Group, and the activities and performance of our three businesses in 2025.

Against the backdrop of Middle East conflict, energy disruptions are lifting inflation expectations, pressuring stocks and bonds. Markets now price fewer rate cuts, though growth risks may temper inflation. From here, equities look more vulnerable than bonds overall for now.

The global economy is characterised by a fragile combination of resilience and vulnerability, with the US continuing to act as the main anchor of global growth. Markets are facing an environment in which inflation dynamics remain uneven and geopolitics have re-emerged as a central source of risk, while resilience is increasingly concentrated in a narrow set of drivers – most notably artificial intelligence.

Amid rapid shifts driven by AI, changing market leaders and stretched tech valuations, we break down the forces steering today’s investment landscape. From gold’s standout run to a weakening dollar and renewed geopolitical debate, we show why staying disciplined and anchored in fundamentals is key to navigating 2026.