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Perspectives podcast
The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.
Kevin Gardiner, Victor Balfour, Laura Künlen
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.
Anthony Abrahamian
Monthly Market Summary
Global equities continued their upswing, rising by 3.1% in March (USD terms), while government bonds were also up by 0.7% (USD, hedged terms).
Investment Views
The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.
Private Market series
Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.
Grégory Fradelizi, Edouard Veber
Thematic Insights
Every day, fresh ransomware assaults make headlines. The average nine-month timeframe to detect security incidents underscores the critical need for swift action to prevent or mitigate damages.
Stock indices rose to record levels across the globe, including the S&P 500, Euro Stoxx 600 and Nikkei 225. Regional and sector returns broadened in February, though ‘growth’ stocks continued to lead the market higher.
Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.
Laura Künlen, Victor Balfour, Kevin Gardiner
Market Perspective
Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.
Kevin Gardiner, Victor Balfour, Anthony Abrahamian
Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a senior adviser, and how his podcast contributes to his effectiveness in this role.
Laura Künlen
Awards
Rothschild & Co’s Wealth Management business in Switzerland is delighted to announce that it has won two categories at this year's WealthBriefing Swiss Awards.
The theme of US outperformance continued in January – the S&P 500 briefly rose to a record high. ‘Growth’ and ‘cyclicals’ led the market higher, with the ‘Magnificent Seven’ stocks outperforming.
Retail sales in the UK declined in December, but this figure accounts for less than third of total consumer spending. In this blog we discuss how strong savings levels, falling energy costs and lower mortgage rates mean spending is not as weak as it may appear.
While the US election is far from a foregone conclusion, opinion polls point towards to a change of leadership in the UK. However, setting any personal political sympathies aside, in what ways can a change of government affect investors and the wider economic picture?
Victor Balfour
The US regulator has approved the first Bitcoin ETF, but will this move signal the end of the cryptocurrency ‘boom and bust’ cycle? We examine the changing role of crypto, and whether it should be considered a digital currency or an investment opportunity.
Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In this episode we delve into his journey.
Laura Künlen, Kevin Gardiner
Insights
Global equities rose again in December (+4.8% in USD terms), alongside government bonds (+2.9% in USD, hedged terms).
Fading inflation, a recovery in asset prices and renewed economic growth ensured 2023 was a much better year for most investors than 2022. We examine the trends and stories that most affected investors last year, and give our outlook for the coming 12 months.
With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?
Global equities rebounded by 9.2% in November (USD terms), as did global government bonds by 3.0% (USD, hedged terms).
Many companies have increased their prices recently, but have they raised them more than is 'fair'? In this blog we examine whether firms are using inflation as an excuse to boost their profit margins.
In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.
In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking, Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.
Laura Künlen, Andreas Feller
Global equities declined by 3% in October (USD terms), alongside global government bonds which fell by 0.6% (USD, hedged terms).
Money and bond markets suggest interest rates are about to plateau. But has groupthink affected our expectations? In this Market Perspective we ask what investors can do about bias. Plus, we examine the latest inflation figures.
Kevin Gardiner
In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.
In der aktuellen Ausgabe der Einblicke legen wir unseren Ausblick auf die Kapitalmärkte für die kommenden Monate dar und zeigen auf wie sich unsere Vermögensverwaltung derzeit positioniert. Zudem beleuchten wir das Umfeld für die Anlageklassen Private Equity und Private Debt und zeigen im Rahmen eines Interviews mit der Geschäftsführerin von R&Co4 Generations das philanthropische Engagement der Rothschild & Co-Gruppe auf.
Henrik Herr
Global equities declined further in September, by 4.1% (USD terms), and global government bonds also fell by 1.6% (USD, hedged terms).
Market Commentary
The 12th edition of Mosaique Insights takes a closer look at an industry that has experienced significant transformations in recent years and explore how we can assist our clients in navigating complex market environments. Additionally, we shed light on the asset class of private markets and take you on a trip to the United States with our equity research team.
Interest rates are still rising, turning government bonds into an attractive option for investors looking to preserve their wealth. In this Market Perspective we assess how bonds now compare to stocks, and examine falling global inflation.
Rothschild & Co
Psychiatrist and explorer Dr. Bertrand Piccard made aviation history with his successive non-stop around the globe flights in a balloon and a solar airplane. In our interview, we trace back his aeronautic firsts, discuss the importance of perseverance and make the case for Switzerland's investment opportunities, as a country rife with high-tech innovation.
Global equities fell by 2.8% in August (USD terms), alongside global government bonds which edged lower by 0.1% (USD, hedged terms).
In this Strategy blog, we take a look at how a few different economies have performed around the world: Japan, China, the United Kingdom, and Greece.
Global equities rose by a further 3.7% in July (USD terms), while global government bonds edged lower again by 0.3% (USD, hedged terms).
Sind die Konjunktur- und Unternehmensgewinnaussichten trotz der restriktiveren Geldpolitik und der sich eintrübenden Frühindikatoren so positiv wie die Aktienmärkte zuletzt suggerierten? Das Rothschild & Co Wealth Management Deutschland zieht in den Einblicken Q3 2023 das Fazit: "Die Zeichen für eine Konjunkturabschwächung mehren sich". Neben unserem Kapitalmarktausblick blicken wir auf das Thema nachhaltige Geldanlage, die Berücksichtigung von ESG-Kriterien und das Investmentthema Wasser. Zudem sprechen wir in der Rubrik Rothschild & Co Insights mit unserem Kunstexperten Jonathan Levy,über die Kunstexpertise bei der Rothschild & Co Schweiz und die Trends im Kunstmarkt.
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