Insights

The last 24 hours highlight the dangers of reactive investing. Despite market volatility from tariffs and trades, the S&P500 saw a major rally. Investors should remain cautious, sticking to their plans amid geopolitical uncertainties and market fluctuations.

Metals are crucial for daily life and the economy. Our fourth Sustainability Sphere discusses sustainable mining practices. Technology and mining share a symbiotic relationship; and they can drive each other towards a greener, zero-carbon future.

Trade tensions and President Trumps policies have caused market volatility. With global stocks down 7%, investors remain cautious amid uncertainty, with defensive sectors outperforming cyclical ones. European markets show resilience.

Major economies continue to grow, and debt remains manageable. Market fears of a debt spiral appear overstated, with policy flexibility and global demand for government bonds providing long-term financial stability and resilience.

The US has imposed new tariffs on key trade partners, prompting retaliation. While inflationary short-term, their broader economic impact remains uncertain. Policy shifts, negotiations, and consumer responses will shape long-term consequences for global trade and growth.

We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.

Brutal geopolitics and gentle economics passed this year like two ships in the night, with portfolios following in the wake of the latter. After healthy returns in 2024, we now look ahead to 2025 with unusually equivocal views on the big three assets.

The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.

Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.