Dispelling misconceptions
Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.
In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss recent adjustments made to our asset allocation.
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The US consumer: mixed signals
Strategy Blog
Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.
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The perils of making predictions
Quarterly Letter
History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
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Rothschild & Co’s UK Wealth Management business names James Morrell as Deputy CEO
Press releases
The newly created Deputy CEO role will provide increased capacity at a senior level to help meet the growing demand for Rothschild & Co’s wealth management services from existing and future clients.