Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

Select Region Select Language

Newsroom

Search our Newsroom

  • Market Commentary

    Asset Management Europe: Monthly Macro Insights – November 2022

    The world economy continues to face strong headwinds. Markets remain hopeful that central banks will soon pause the tightening campaign and give economic activity a breather, although the stubborn persistence of inflation could dampen those hopes.
  • Insights

    Strategy blog: Are we nearly there yet?

    At present, inflation rates have characteristics of being transitionary yet permanent, putting us at a crossroads. Will the inflation surge peak soon or will it gradually subside? It’s a matter of staying the course to see what direction inflation rates go.
    • Kevin Gardiner
  • Zoomed in image of a £20 note
    Market Commentary

    Market Perspective - The old normal

    The fiscal fiasco of the former PM’s minibudget put the UK economy centre stage – adding to the fiscal, monetary and geopolitical headlines. Looking beyond these issues, this edition of Market Perspective examines threats to growth, inflation and broader systemic risks.
    • Kevin Gardiner
    • Victor Balfour
  • Corporate Sustainability

    Climate Impact Report launch

    We are pleased to announce the publication of Rothschild & Co’s Climate Impact Report.
  • Insights

    Monthly Market Summary: October 2022

    In October, expectations of a slower pace of interest rate hikes and a better-than-expected earnings season boosted sentiment: global equities rose significantly, while global government bonds were unchanged.
  • Insights

    Strategy blog: UK – another new PM

    The UK is set to have another new Prime Minister, after the recent incumbent’s short tenure. In this Strategy Blog, we observe the latest developments in the UK.
    • Kevin Gardiner
  • Market Commentary

    Asset Management Europe: Monthly Macro Insights – October 2022

    Global economic growth is faltering markedly and indicators point to an extended period of subdued growth. Although easing bottleneck pressures points to a material drop in inflation during the second half of 2022, will this be enough to calm central banks?
  • Insights

    Monthly Market Summary: September 2022

    In September, concerns of a global recession and monetary tightening hit capital markets hard: both global equities and global government bonds declined as the Fed and the ECB continued their tightening cycle.
  • Investment / strategy

    Quarterly Letter - Navigating challenging investment seas

    Plain sailing. Batten down the hatches. Strong headwinds. When describing markets, it's common to call upon maritime metaphors to convey uncertainty. In the current economic landscape, we find ourselves reaching for them again.
    • Helen Watson
  • Insights

    Strategy blog: Interest rates - are we nearly there yet?

    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.
    • Kevin Gardiner
  • Insights

    Strategy blog: Sterling

    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.
    • Kevin Gardiner
  • Investment / strategy

    Geopolitical risk: the comeback

    International tensions and geopolitical risk – which have rarely given rise to major market inflections and have often been relegated to the background by investors – are now back in the spotlight.
    • Xavier de Laforcade
  • Market Commentary

    Market Perspective - Climbing the Wall

    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.
    • Kevin Gardiner
    • Victor Balfour
  • Insights

    Strategy blog: The end of TINA?

    It is the worst calendar year return (so far) for bonds, some value may finally be re-emerging in the high-quality government bonds that comprise the core of the global market. Is it time to retire the acronym TINA (‘There is No Alternative’)?
    • Victor Balfour
  • Insights

    Monthly Market Summary: August 2022

    A volatile month saw capital markets reverse their initial gains in August: both global equities and global government bonds came under pressure after the Fed signalled that US interest rates will rise further and stay higher for longer.
  • Insights

    Strategy blog: Inflation - winter is coming?

    UK inflation, already at uncomfortable levels, is set to grind higher, peaking at 13% by year-end – according to the Bank of England – followed by only a gradual descent to perhaps 6% by the end of 2023.
    • Victor Balfour
  • Insights

    Strategy blog: Inflation and growth

    Will another bad UK CPI hit growth? Real pay fell sharply in the last year after rising unexpectedly over the pandemic. Did consumers get used to that higher level of pay? If not, wiggle room now may be higher.
    • Kevin Gardiner
  • Insights

    Strategy blog: Peak US inflation?

    The US headline inflation rate softened in July, though there is still uncertainty over its trajectory going forward. In this Strategy Blog, we highlight a few important observations which suggest that this may not have been another false summit.
  • Insights

    Monthly Market Summary: July 2022

    Despite ongoing global growth and inflation concerns, capital markets recovered in July: global equities rose significantly after hitting a low for the year in June. Global government bonds also posted strong gains.
  • Zoomed in picture of a dollar note
    Market Commentary

    Market Perspective - The story so far

    The investment mood has darkened since May’s Market Perspective. Objectively, however, little has changed. Within this edition, we discuss the risks still being posed by the Ukraine conflict, why the US economy is closer to a technical recession than we first thought and the volatility within markets.
  • Insights

    Strategy blog: UK - New government

    While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.
  • Insights

    Monthly Market Summary: June 2022

    Volatility remained elevated across stocks and bonds. Global equities fell sharply, briefly touching a new year-to-date low mid-month, alongside global government bonds.
  • Investment / strategy

    Quarterly Letter - Changing your mind

    While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.
    • Helen Watson
  • Appointments

    Rothschild & Co adds two Managing Directors to Technology team in North America

    Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion of Rothschild & Co’s Technology sector team in the U.S., which is led out of its Los Angeles office, to expand sector coverage on the East Coast.
  • Insights

    Strategy blog: Market volatility

    While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.
  • Insights

    Monthly Market Summary: May 2022

    Capital markets were volatile through May. After the longest series of weekly losses for major equity indices since 2001, equities recovered by month-end, while regional bond yields diverged.
  • Insights

    Strategy blog: Peak house prices?

    Property prices have surged to record levels. However, amid rising interest rates, supply-side issues, and ongoing inflationary pressure, investing in real estate looks increasingly risky. In this Strategy blog, we examine the factors underpinning this appetite from investors, and how long we can expect it to last.
  • Image of a light blue river running through green land
    Insights

    Wealth Management Insights

    When selling a business, entrepreneurs often underestimate this financial shift, particularly the need to replace a regular salary with an ‘income’ post-sale.
Page 9 of 17