08 Mar 2023 | Perspectives Podcast
This International Women's Day we open the door to the Rothschild Archive and shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till today.
2 Mar 2023 | Monthly Market Summary
Capital markets experienced a difficult February, as renewed interest rate risk from further monetary tightening moved into focus. Both global equites and government bonds fell last month.
28 Feb 2023 | Company Insights
In an interview with ASML's Head Investor Relations Europe, Marcel Kemp, we find out more about the firm's product portfolio, the industry, and the general market outlook.
Also available in German & French.
28 Feb 2023 | Strategy blog
Received wisdom has it that bond investors are smarter than stock investors. The corollary is that credit analysts are more ruthlessly focused on fundamentals – cash flow, leverage, and the risk of default. Return of capital trumps return on capital.
22 Feb 2023 | Market Perspectives
Falling real income, rising inflation, and monetary tightening have led to a sense of economic fatalism. However, throughout Europe, the UK, and the US, signs are suggesting a (hopeful) turn of events, making for a better outlook for the year ahead.
14 Feb 2023 | Private Market Series
Currently, private debt investors benefit from attractive yields of 7% to 10% per annum. We compare the characteristics of private debt to other fixed income segments and equities, highlight its advantages and examine the risks in case of an economic stress scenario.
24 Jan 2023 | Thematic Insights
According to the World Bank, average global life expectancy shot up from 65 in the early 1990s to 73 in 2020. This brings about several opportunities for economic development. What does this mean for investors? And how can one capture returns in a market set for profound changes?
Also available in German & French
21 Dec 2022 | Mosaique Insights
In the 10th edition of Mosaique Insights we take a closer look at the key questions for 2023 and how portfolios managed this past quarter. We will also shed some light on the status quo and possible turning points in the Ukraine war and take you on a trip to Israel with the Head of our new Israel office.
Also available in German & French
06 Dec 2022 I Investment Views
In the following interview with Dr. Dorit Dor, Chief Product Officer at CheckPoint Software Technologies, we learn about the cybersecurity sector, what role it plays in the current geopolitical context and why Israel is considered to be the world leader in cybersecurity expertise.
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