Global Advisory: Rothschild & Co Redburn Review - December 2025
Will AI prove to be an inflationary or deflationary force on the economy? How can governments fix an increasingly global housing crisis? How have banks repositioned themselves in an era of private credit growth?
Rothschild & Co Redburn have shared their final review of 2025, where they discuss all these questions, and more. See below for more.
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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.
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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.
