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Global Advisory: Redburn Atlantic Review - March 2025

Published

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’.

Click here to download the review

Read more articles

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

Japan – beyond the carry trade

Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.

From sowing to growing: cultivating value in regenerative agriculture

With soil degradation threatening food security, regenerative agriculture offers proven solutions. Success depends on valuing nature, supporting farmers, empowering consumers, and aligning incentives across policymakers, businesses, investors and growers.

Growth Equity Update

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

Asset Management: Monthly Macro Insights - August 2026

Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

Politics on the beach

Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.