Fed surprise: insurance, not fire-fighting
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?
In the latest episode, Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed's decision. They also explore the significance of this rate cut, the actions of other global central banks, and the upcoming U.S. election. Finally, they discuss what these developments mean for our asset allocation.
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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.
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Rothschild & Co Appoints Matthew J. Greenberger as Managing Director and Head of Real Estate, North America
Press releases
Rothschild & Co is pleased to announce that Matthew J. Greenberger will join the firm as Managing Director and Head of Real Estate, North America, based in New York. In this role, Mr. Greenberger will be responsible for leading Rothschild & Co’s real estate advisory activities across the region, strengthening the firm’s capabilities in an expanding sector.
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Asset Management: Monthly Macro Insights - May 2025
Market Commentary
Economic activity remained relatively resilient in early 2025, although this stability was supported by temporary factors. In fact, global growth projections have been revised markedly down in recent weeks, reflecting tariff rates at levels not seen in a century and a highly unpredictable environment, while inflation risks have increased.
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Rothschild & Co adds new Client Adviser to its Wealth Management team in Dubai
Press releases
Rothschild & Co's Wealth Management business continues its Middle East expansion. Rami Saad joins the local Dubai-based team with immediate effect to meet growing client demand across the region.
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Tariffs: Assessing initial manufacturing damage
Strategy Blog
President Trump's 2 April 2025 tariff announcement raised recession fears, with the manufacturing PMI dipping to 49.8. Although this is still ahead of the big 21st century setbacks - which saw PMI slump to below 40.