The Trump Bump
What does Donald Trump’s re-election mean for financial markets?
In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss the potential implications for investors. They explore how financial markets reacted in the aftermath of the election and the opportunities this might present for investment strategies. They also review the ongoing third-quarter earnings season and the latest developments in China’s stimulus measures. Finally, they explain how the current asset allocation continues to offer stability and opportunity in light of the latest market dynamics.
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Supply chains: state of play
Strategy Blog
President Trump’s aggressive tariff agenda threatens global trade. Despite rerouted exports and rising costs, supply chains remain resilient, though pressure may grow if tariffs persist.
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Strategic exits: an introduction and guide to optimising your exit
Entrepreneurs
Achieving a successful business exit is a significant milestone, and navigating this complex process requires careful planning and expert advice. We are proud to support Boardwave in its mission of accelerating success by offering insights and guidance on optimising exits for entrepreneurs.
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Growth Equity Update
Insights
Not all AI. The strength of VC funding growth (up 3x ytd in the US, up 20% In Europe) is led by AI but it’s not the whole story. To the end of April funding for ‘non-AI’ companies is up 67% yoy in the US and 14% in Europe. Software, biotech and fintech are all prominent – we look at what’s driving this.
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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.