Global Advisory: Redburn Atlantic Review - September 2024

Curious about the trends shaping our world?
Redburn Atlantic’s latest Review examines the transformative impact of innovation, including the rapid growth of digital platforms and the future of the chip industry. It also covers the economic implications of housing in the UK, the issues of overtourism, the status of British grammar schools, and offers insights into the NHS, equity markets, and more.
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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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Growth Equity Update
Insights
The 51st Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
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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.
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Macro thoughts on the Swiss referendum
Strategy Blog
Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.
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Another debt ratio observation
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.