Global Advisory: Redburn Atlantic Review - December 2024

Can significant capital investment in AI continue without a meaningful ROI?

Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 

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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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.