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.
Monthly Market Summary
Global equities moved higher by 2.5% in August (USD terms), while global government bonds returned 1.0% (USD, hedged terms).
Strategy Blog
Following last months disappointing report, and the market volatility which has since followed, we look ahead to Friday's highly anticipated US jobs report and discuss whether there is any cause for concern.
Strategy Blog
Germany’s economy shrank in the second quarter – and is currently little bigger than it was in 2019. Two big negative supply shocks will have played a major part, but is something more fundamental at play? In this strategy blog we explore the reasons why.
Market Perspective
Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
Perspectives podcast
Historically, August and September have been weaker months for U.S. stock returns. However, last week’s global market sell-off took investors by surprise. How should we interpret these events, and what do they mean for our strategies?
Monthly Market Summary
Global equities moved higher by 1.6% in July (USD terms), while global government bonds returned 1.8% (USD, hedged terms).
Investment Views
As the 33rd Olympic Games kick off in Paris, we explore the experience of winning gold, high-stakes preparation, and retirement from sports through an interview with Britta Heidemann, the first female fencer to achieve the 'golden triple.'
Strategy Blog
Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.
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