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Asset Management: Monthly Macro Insights - May 2025

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.

Read the Monthly Macro Insights - May 2025

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

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  • Close-up view of the exterior of New Court, a modern glass building, showing reflections and geometric patterns on the windows.

    Rothschild & Co announces creation of Global Markets Solutions and rebranding of research arm

    Press releases

    Rothschild & Co is combining all of its capital markets facing activities into a new single, global structure called Global Markets Solutions (GMS). The new entity will include Rothschild & Co’s research arm, Redburn Atlantic, which will be rebranded Rothschild & Co Redburn. GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.

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    ESG insights for 2025 and beyond

    ESG

    2025 finds the Environmental, Social and Governance (ESG) investment landscape in transition, shaped by shifting policies, mixed fund flows, and continued technological progress.

  • gold bridge

    Growth Equity Update

    Insights

    Fall if you will, but rise you must. James Joyce. This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. Growth Equity is seeing some signs of valuation picking up while activity levels are strong In the US ytd 178 growth equity raises of $100m+ have garnered $90bn which compares with c80 IPOs raising $11.8bn.

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    Political investment or investment policy?

    Investment Strategy

    Since the end of World War II, the ties between political decisions, economics and financial markets have become central to the dynamics that shape our societies: this interdependence can clearly be witnessed through the multiple, complex and complementary mechanisms at work.

  • Ralph Lerman

    Rothschild & Co hires Ralph Lerman as Managing Director in Business Services

    Press releases

    Rothschild & Co announced that Ralph Lerman has joined the firm’s North American Global Advisory business as a Managing Director on the Business Services team, effective immediately. Mr. Lerman will be based in New York. This expansion of the team underscores Rothschild & Co’s commitment to growing its U.S. Business Services practice and delivering best-in-class advisory services to both sponsor-backed and corporate clients.

  • New York

    Doug Fordyce joins Rothschild & Co as Head of Energy, North America

    Press releases

    Rothschild & Co is pleased to announce that Doug Fordyce has joined the firm’s Global Advisory business as Head of Energy, North America, effective June 2, 2025. Mr. Fordyce brings over 25 years of experience advising on a broad range of Energy sector mergers, acquisitions, and restructurings. He will be joining the firm’s successful Infrastructure, Power, Renewables & Energy group, based in Houston and reporting to Lee LeBrun, Partner and Head of Global Advisory, North America.

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