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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Growth Equity Update
Insights
Not all AI. The strength of VC funding growth (up 3x ytd in the US, up 20% In Europe) is led by AI but it’s not the whole story. To the end of April funding for ‘non-AI’ companies is up 67% yoy in the US and 14% in Europe. Software, biotech and fintech are all prominent – we look at what’s driving this.
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Rothschild & Co expands Wealth Management offering in Luxembourg
Press releases
Rothschild & Co is pleased to announce the expansion of its Wealth Management activities in Luxembourg. This strategic move is part of Rothschild & Co's ongoing commitment to providing first class Private Banking services to its clients across Europe.
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Trump II: FAQs
Market Perspective
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.