Global Advisory: Redburn Atlantic Review - March 2025
What’s driving the rise in index funds? How does smart packaging make whisky drinkers buy another bottle? Are armed-forces chiefs too quick to write off tanks?
The answers to all these questions, and more, are in the latest edition of the Redburn Atlantic Review which analyses Spain’s recent economic growth, explores opportunities in the Buy Now Pay Later sector and explains how booksellers are defying the ‘death of the book’.
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Monetary policy - behind the curtain
Strategy Blog
Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
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Stories from the road
Quarterly Letter
Through deep research and direct engagement with businesses, we seek high-quality companies with strong competitive advantages, disciplined capital allocation and the ability to compound wealth over time.
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Bringing the right advisers together
Insights
Significant wealth brings complex financial and personal decisions. Rothschild & Co helps coordinate trusted advisers, ensuring aligned, objective guidance, long-term planning and access to specialist expertise through a personalised advisory board.
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Five stock market talking points in 2026
Strategy Blog
Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.
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Global Advisory: Rothschild & Co Redburn Review - June 2026
Insights
Rothschild & Co Redburn analysts unpack the forces reshaping markets and society.
