Newsroom

Bitcoin dominates crypto’s $3.4tn market but lacks utility, stability, and intrinsic value. Stablecoins may offer a more viable, less volatile path for decentralized digital payments and broader financial inclusion.

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.

Capital markets have outperformed expectations in 2025, despite political and economic turbulence. While risks remain, resilient fundamentals and cautious optimism support current valuations.

Rooted in our long-term philosophy, this Quarterly Letter explores the full arc of an investment - from idea generation to divestment. Illustrated through a case study of Canadian Pacific Kansas City (CPKC).

Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2025 Bond Awards, marking our third consecutive win in this category.

Middle East tensions raise oil price risks, but markets remain calm. History shows geopolitical shocks don’t always trigger financial turmoil. Oil could surge—or fall—depending on conflict spread and trade disruptions.

Rothschild & Co is combining all of its capital markets facing activities into a new single, global structure called Global Markets Solutions (GMS). The new entity will include Rothschild & Co’s research arm, Redburn Atlantic, which will be rebranded Rothschild & Co Redburn. GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.

2025 finds the Environmental, Social and Governance (ESG) investment landscape in transition, shaped by shifting policies, mixed fund flows, and continued technological progress.

Rothschild & Co announced that Ralph Lerman has joined the firm’s North American Global Advisory business as a Managing Director on the Business Services team, effective immediately. Mr. Lerman will be based in New York. This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.

Rothschild & Co is pleased to announce that Doug Fordyce has joined the firm’s Global Advisory business as Head of Energy, North America, effective June 2, 2025. Mr. Fordyce brings over 25 years of experience advising on a broad range of Energy sector mergers, acquisitions, and restructurings. He will be joining the firm’s successful Infrastructure, Power, Renewables & Energy group, based in Houston and reporting to Lee LeBrun, Partner and Head of Global Advisory, North America.

Long-term interest rates are rising due to inflation expectations, debt concerns, and technical market factors, despite falling short-term rates and easing trade tensions.

Achieving a successful business exit is a significant milestone, and navigating this complex process requires careful planning and expert advice. We are proud to support Boardwave in its mission of accelerating success by offering insights and guidance on optimising exits for entrepreneurs.

In this Market Perspective we discuss the economic impact of Trump's second term, focusing on tariffs, inflation, and market volatility, while highlighting potential geopolitical shifts and the uncertain outlook for global growth and investment strategies.

Rothschild & Co is pleased to announce that Matthew J. Greenberger will join the firm as Managing Director and Head of Real Estate, North America, based in New York. In this role, Mr. Greenberger will be responsible for leading Rothschild & Co’s real estate advisory activities across the region, strengthening the firm’s capabilities in an expanding sector.

Economic activity remained relatively resilient in early 2025, although this stability was supported by temporary factors. In fact, global growth projections have been revised markedly down in recent weeks, reflecting tariff rates at levels not seen in a century and a highly unpredictable environment, while inflation risks have increased.

Rothschild & Co’s Wealth Management business in Spain continues to grow steadily. José Luis Muñoz joins with immediate effect to meet increasing demand from clients.

The dollar weakened despite initial strength from Trump’s trade policies. Skepticism about the administration’s credibility and potential shifts in global reserve currency status contributed to its decline. The dollar’s future remains uncertain amid ongoing economic and governance issues in Europe.

We review a strong Q1 for the value of Growth Equity raises on both sides of the Atlantic ( US +48% yoy, Europe +22%) and the potential impact of the ‘Liberation Day’ tariffs on trading conditions for venture backed firms, the flow of funding into the asset class and valuation.

Global growth remained relatively resilient in early 2025. However, front-loading of global trade flows, particularly between Asia and North America, greatly distorted the reality. In fact, stagflation and recession risks have both increased significantly.

Rothschild & Co Wealth Management UK has made three key Client Adviser hires to its established Regional Team in Leeds and Manchester to support growing demand for its services in the UK regions.

President Trump's proposed tariffs could raise US rates from 2-3%, to over 20%, the highest level since the 1930's. The tariffs might raise around 2% of US GDP in revenue, potentially making the difference between growth and recession.

Our view of the long term is indelibly shaped by our 200-year history as a business. In this Quarterly Letter, we re-emphasise what 'long term' means to us, and how it shapes our approach to wealth management and investing.

The UK's Spring Statement has minimal economic and financial impact. Global investment portfolios should remain unaffected. Only from 2028/9 does policy become more restrictive than it was, with welfare cuts and fiscal tightening.

Germany's Bundesrat has approved a substantial infrastructure and defense spending package, amounting to €1 trillion over 12 years, aimed at boosting economic growth, addressing infrastructure needs, and enhancing European defense capabilities.

Learn about our Group, and the activities and performance of our three businesses in 2024.

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

Metals are crucial for daily life and the economy. Our fourth Sustainability Sphere discusses sustainable mining practices. Technology and mining share a symbiotic relationship; and they can drive each other towards a greener, zero-carbon future.

Trade tensions and President Trumps policies have caused market volatility. With global stocks down 7%, investors remain cautious amid uncertainty, with defensive sectors outperforming cyclical ones. European markets show resilience.

Senior hire bolsters the firm’s Global Business Services team and strengthens its Global Advisory presence in North America.

Global economic performance varies widely, but perceptions often differ from reality. Our latest macro scorecard ranks major economies, offering an objective perspective on prosperity, durability, and fairness across 16 nations.

Rothschild & Co is pleased to announce that Andrew Grant is to join the firm as part of our Global Advisory business. He will be based in London.

Strategic hire strengthens Rothschild & Co’s expertise in the Technology sector in North America