Insights

• 12/05/2025 Wealth Management: Market Perspective - Trump II: FAQs
• 09/05/2025 Asset Management: Monthly Macro Insights - May 2025
• 08/05/2025 Wealth Management: Strategy blog: Tariffs: Assessing initial manufacturing damage
• 23/04/2025 Wealth Management: Strategy blog: Trump Tariffs = earnings downgrades
• 17/04/2025 Wealth Management: Strategy blog: The dollar - down but not out
• 16/04/2025 Global Advisory: Growth Equity Update Edition 37
• 11/04/2025 Asset Management: Monthly Macro Insights - April 2025
• 10/04/2025 Wealth Management: Strategy blog: Don't just do something, stand there
• 09/04/2025 Wealth Management: Insights Issue 15
• 08/04/2025 RMM - The Donald Trump Day
• 03/04/2025 Wealth Management: Strategy blog: Liberation Day - first thoughts
• 01/04/2025 Wealth Management: Quarterly Letter - Looking to the long term
• 26/03/2025 Wealth Management: Strategy blog: UK Spring Statement
• 25/03/2025 Wealth Management: Strategy blog: The US consumer: living with Trump
• 24/03/2025 Wealth Management: Strategy blog: Germany votes for growth
• 20/03/2025 Global Advisory: Redburn Atlantic Review - March 2025
• 19/03/2025 Wealth Management: Conscientious extraction: forging a greener path for responsible mining
• 12/03/2025 Asset Management: Monthly Macro Insights - March 2025
• 12/03/2025 Global Advisory: Growth Equity Update Edition 36
• 12/03/2025 Wealth Management: Strategy blog: Taking stock: a macro update
• 03/03/2025 Wealth Management: National economic performance ranked: a macro scorecard
• 25/02/2025 Rothschild Martin Maurel - Enjeux, perspectives et opportunités sur le marché du non coté
• 25/02/2025 Wealth Management: Strategy blog: China: sentiment turns a corner
• 24/02/2025 Wealth Management: Strategy blog: Germany election / Ukraine
• 21/02/2025 Wealth Management: Market Perspective - Wait and see
• 14/02/2025 Global Advisory: Growth Equity Update Edition 35
• 12/02/2025 Wealth Management - Belgium: tax measures under the government agreement
• 10/02/2025 Wealth Management: Strategy blog: Bundestagswahl 2025: The Grand Coalition?
• 07/02/2025 Asset Management: Monthly Macro Insights - February 2025
• 05/02/2025 Wealth Management: Strategy blog: First world problems
• 03/02/2025 Wealth Management: Strategy blog: Trump Tariffs
• 30/01/2025 Wealth Management: Strategy blog: Week One: The Art of the Deal
• 27/01/2025 Wealth Management: Answering professionals’ most pressing financial questions
• 22/01/2025 Wealth Management: Strategy blog: Trump and the dollar
• 14/01/2025 Global Advisory: Growth Equity Update Edition 34
• 10/01/2025 Asset Management: Monthly Macro Insights - January 2025
• 06/01/2025 Wealth Management: Monthly Market Summary: December 2024
• 06/01/2025 Wealth Management: Strategy blog: 2024: Markets, Momentum and MAGA
• 02/01/2025 Wealth Management: Quarterly Letter - Why wealth preservation matters
• 19/12/2024 Wealth Management: Strategy blog: On the other hand...
• 16/12/2024 Global Advisory: Redburn Atlantic Review - December 2024
• 16/12/2024 Global Advisory: Growth Equity Update Edition 33
• 13/12/2024 Global Advisory: Important Innovations in Sovereign Finance: the Arrival of Macro-Linked Bonds (MLBs) and Governance-linked Bonds (GLBs)
• 11/12/2024 Asset Management: Monthly Macro Insights - December 2024
• 09/12/2024 Wealth Management: Strategy blog: Politics
• 05/12/2024 Wealth Management: Why time in the market beats timing the market
• 03/12/2024 Wealth Management: Monthly Market Summary: November 2024
• 28/11/2024 Wealth Management: Strategy blog: 2025: Inflation risk
• 27/11/2024 Wealth Management: Making an investment plan and sticking to it
• 26/11/2024 Rothschild Martin Maurel - US infrastructure: strong impetus from a fast-growing market