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.
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The next UK Prime Minister
Strategy Blog
Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.
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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 2026 Bond Awards, marking our fourth consecutive win in this category.
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Gold: an old metal in a new world
Insights
After a challenging period marked by geopolitical tensions, persistent inflation and shifting central bank policies, gold has recently come under renewed pressure. Having risen strongly since late 2023 and reached multiple record highs, the metal is now trading at a six-month low.
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Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management
Press releases
Rothschild & Co has today signed an agreement to acquire 100 per cent of the shares in Hamburg-based Marcard, Stein & Co. This transaction demonstrates Rothschild & Co’s continued commitment to its German wealth management business in a strategically important market to the Group.
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Five years of impact: Rothschild & Co Foundation sets out its strategy to 2030
Corporate Sustainability
Rothschild & Co Foundation has launched its new strategy to 2030, marking the next chapter in its work to support future generations and strengthen the systems that shape their lives.
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SpaceX: Infinity and beyond?
Strategy Blog
Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.