Mosaique Insights: Issue 08
War does not determine who is right – only who is left.”
This Spring saw many emerge from a second winter of Covid-19 restrictions as we learn to live with the virus. It is a time of renewal but also increased uncertainty from the geo-political events which unfolded in the first quarter of this year.
Reminded by the wise words attributed to the philosopher Bertrand Russel, war does not determine who is right – only who is left. Our thoughts go out to all those affected by the war in Ukraine.
The events of the last three months reminds us of the importance of maintaining a long-term wealth preservation strategy, one which gives perspectives, seeks to understand the present and moves in anticipation for the future. As set out following articles our investment and strategists have been moving swiftly, dialling back the market noise and positioning portfolios for times ahead.
Whether it’s inflation, rising interest rates, supply chain bottlenecks or the ramifications of sanctions on a less globalised world, we bring you our latest thought leadership, views and analysis during this season of change.
Drawing on seven generations of wealth preservation, it is our collective knowledge across the centuries which serve as our most valued asset to our clients. We look forward to continuing this service, safe in the knowledge that what has come before will come again.
We look forward to seeing you soon
Bis bald, à la prochaine
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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Growth Equity Update
Insights
In September’s edition we take a deep dive into Insurtech. We explore the landscape and how its VC backed companies are facing the growth challenges against a backdrop of annual global VC funding for Insurtech fluctuating from highs of $16.6bn in 2021 to just $0.8bn in Q1 2024. As Julian Teicke , founder of wefox observes ‘Insurance is so slow moving, there’s no urgency to change, and that’s why it’s not easy to build a new disruptive player in insurance.’
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Journey to Success: Scaling, exiting and benefiting from your business
Entrepreneurs
In the Journey to Success report, we speak to the inspiring founders of Bare Biology, Two Chicks and Seraphine about their businesses and consider how founders should approach their corporate and personal finances along the way.
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A conversation with the Head of Wealth Management Germany
Perspectives podcast
Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the late 18th century.
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August: a short-lived panic?
Monthly Market Summary
Global equities moved higher by 2.5% in August (USD terms), while global government bonds returned 1.0% (USD, hedged terms).
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The US labour market: cause for concern?
Strategy Blog
Following last months disappointing report, and the market volatility which has since followed, we look ahead to Friday's highly anticipated US jobs report and discuss whether there is any cause for concern.
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The Sick Man of Europe
Strategy Blog
Germany’s economy shrank in the second quarter – and is currently little bigger than it was in 2019. Two big negative supply shocks will have played a major part, but is something more fundamental at play? In this strategy blog we explore the reasons why.