Have markets settled down?
This summer has been anything but dull. Historically, August and September are weaker months for U.S. stock returns, but last week's global market sell-off took investors by surprise with its severity. Since then, we've witnessed a remarkable market recovery.
The latest Perspectives podcast unpacks the recent market swings and explores their implications for our strategies. The discussion also covers the unwinding of the Japanese yen and its ripple effects across global markets, as well as offering insights into what to expect from major central banks in the coming months.
Recorded on August 14th, 2024.
Subscribe to Perspectives on Apple Podcasts and Spotify.
Read more articles
-
Five observations from stock markets in 2025
Strategy Blog
Led by Europe, global equities rose 7% in 2025, despite volatility and AI stock fatigue. Valuations remain elevated, but earnings growth persists amid easing trade tensions and broader market participation.
-
Rothschild & Co wins Best Debt Advisory Firm for Companies
Awards
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.
-
CIO Lens: When the world moves fast, stay grounded
CIO Lens
Markets have remained relatively calm despite the recent escalation in geopolitical tensions between Israel and Iran.
-
Middle East conflict
Strategy Blog
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.
-
Global Advisory: Rothschild & Co Redburn Review - June 2025
Insights
The latest Redburn Review examines the future of Medicaid, the current momentum in financial markets and the creative disruption caused by GenAI. It also covers the renewable energy storage, the atoms of analytics and many more.
-
Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm
Press releases
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.