Asset Management: Monthly Macro Insights - February 2026
The global economy enters 2026 navigating an unusual mix of resilience and structural tension, reflecting the enduring capacity of firms and households to absorb shocks. The key question is how long headwinds from shifting trade policies, geopolitical uncertainty, and weakening labour markets can continue to be offset by tailwinds from surging business investment and ongoing fiscal and monetary support.
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by Marc-Antoine Collard, Chief Economist and Head of Economic Research
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Rothschild & Co wins Best Debt Advisory Firm for Companies
Awards
Rothschild & Co has been named Best Debt Advisory Firm for Companies by GlobalCapital at its 2026 Bond Awards, marking our fourth consecutive win in this category.
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Gold: an old metal in a new world
Insights
After a challenging period marked by geopolitical tensions, persistent inflation and shifting central bank policies, gold has recently come under renewed pressure. Having risen strongly since late 2023 and reached multiple record highs, the metal is now trading at a six-month low.
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Rothschild & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management
Press releases
Rothschild & Co has today signed an agreement to acquire 100 per cent of the shares in Hamburg-based Marcard, Stein & Co. This transaction demonstrates Rothschild & Co’s continued commitment to its German wealth management business in a strategically important market to the Group.
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Five years of impact: Rothschild & Co Foundation sets out its strategy to 2030
Corporate Sustainability
Rothschild & Co Foundation has launched its new strategy to 2030, marking the next chapter in its work to support future generations and strengthen the systems that shape their lives.
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SpaceX: Infinity and beyond?
Strategy Blog
Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.
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Growth Equity Update
Insights
The 51st Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.