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Global Advisory: Rothschild & Co Redburn Review - September 2025

Published

From Britain’s mounting fiscal pressures - evoking memories of the 1976 IMF bailout - to the pressures now facing US universities, Rothschild & Co Redburn’s September Review delivers insights that range across global markets, technology and AI, consumers and culture.

This issue explores how solar is fuelling the prospect of a new era of cheap energy; why beauty M&A is resurging, with indie brands like rhode at the forefront; and a split-screen AI debate: scepticism over productivity gains versus the promise of agentic AI transforming design engineering. Read these and more in September’s edition of the review.

Click here to download the review

Read more articles

Is winter coming for the UK consumer?

Despite recent resilience, UK consumers face mounting pressure from higher energy and food prices, potential tax rises and higher interest rates, all of which could weaken discretionary spending and economic activity this winter.

 Global Advisory: Rothschild & Co Redburn Review - September 2026

In the September 2026 Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets.

Geostrategic Signals: Financing Resilience

The geostrategic context will continue to reshape the business environment, and the pace and complexity of events will only accelerate; for business leaders, that is now the norm.

 Bonds, ballots, and the elephant in the room

Markets are navigating geopolitical uncertainty, shifting interest-rate expectations and the rapid expansion of artificial intelligence. Resilient economic activity, healthy corporate profitability and continued technology investment remain supportive, although higher oil prices, rising bond yields and political risks highlight the value of a measured, long-term investment approach.

 Rothschild & Co has been recognised across five categories at the Global Banking & Markets Awards in the Middle East

Rothschild & Co has been recognised across five categories at the Global Banking & Markets Awards in the Middle East

 Growth Equity Update September 2026 - Edition 54

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