Stimulus revives risk appetite
Monthly Market Summary
Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).
Insights
Our latest economic thinking
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China: down, but not out
Strategy Blog
It seems enough is enough for Beijing’s policymakers. After a series of half measures in recent years, the government and central bank have announced with a multi-pronged attempt to stimulate the market and revive the sluggish economy. We examine the outlook for China.
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Fed surprise: insurance, not fire-fighting
Perspectives podcast
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?
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The Draghi Report – or, was it a mistake for the EU to leave the UK?
Strategy Blog
A new report for the European Commission examines the ways countries or regions can become more productive. In this strategy blog we consider what countries like the US and Switzerland have done right, and how the UK and other European nations could improve.
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The easing cycle commences
Strategy Blog
The Federal Reserve has cut interest rates for the first time since March 2020. The response from markets has generally been positive, but what happens next? In this strategy blog we examine the likelihood of further interest rate cuts in the short term and beyond.
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Odd one out?
Strategy Blog
Which of the big three Western central banks is most likely to have to reverse their pending rate cuts? In this strategy blog we examine the market expectations form the Fed, European Central Bank and the Bank of England, and outline our own views.
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Data centres: the powerhouse fueling the digital age
Thematic Insights
The global AI market is projected to hit $407B by 2027, growing at an annual rate of 35% until 2030. To support this surge, substantial investment in data centers is essential. The challenge? Ensuring sustainable energy and resource usage in AI infrastructure.
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A conversation with the Head of Wealth Management Germany
Perspectives podcast
Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the late 18th century.
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August: a short-lived panic?
Monthly Market Summary
Global equities moved higher by 2.5% in August (USD terms), while global government bonds returned 1.0% (USD, hedged terms).
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