Global Advisory: Rothschild & Co Redburn Review - June 2026
What do stablecoins, construction sites, and the power grid have in common? Each is being rewired right now - and the ripple effects are only starting to show.
In the June Redburn Review, Rothschild & Co Redburn analysts unpack the forces reshaping markets and society - from the future of stablecoins to AI’s quiet revolution in construction and the multi-decade grid supercycle transforming energy infrastructure.
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Growth Equity Update
Insights
The 52nd Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
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Monetary policy - behind the curtain
Strategy Blog
Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
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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.
