Asset Management: Monthly Macro Insights - November 2024

The outcome of the US election has increased the risks for the global economy, as trade wars and higher interest rates have the potential to derail the resilience of growth. Furthermore, regional divergences could widen as Europe and China will likely be facing a challenging environment, although policymakers have tools to mitigate the impact of Trump’s agenda.

Read the Monthly Macro Insights - November 2024

by Marc-Antoine Collard, Chief Economist and Head of Economic Research

Read more articles

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Jean-Baptiste Van Ex joins Rothschild & Co Wealth Management Belgium as Senior Adviser

    Press releases

    Rothschild & Co Wealth Management Belgium is pleased to announce the appointment of Jean-Baptiste Van Ex as Senior Adviser.

Back to top