Insights

Our latest economic thinking

  • 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.

  • 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.

  • 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.

  • 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).

  • The US labour market: cause for concern?

    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.

  • The Sick Man of Europe

    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.

  • Serious, not hopeless

    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.

  • Have markets settled down?

    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?

  • The AI trade loses some steam

    Monthly Market Summary

    Global equities moved higher by 1.6% in July (USD terms), while global government bonds returned 1.8% (USD, hedged terms).

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