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Strategy Blog
Gold has risen in value by more than 5% over the past week to reach an all-time high. But unlike stocks it does not generate a dividend and unlike bonds there is no coupon paid to investors. So what factors are behind the precious metal’s recent resurgence?
Anthony Abrahamian
Insights
Rothschild & Co was proud to welcome dozens of female founders to New Court for a Buy Women Built dinner to celebrate International Women’s Day, bringing together entrepreneurs from the worlds of beauty, fashion, food and drink, and other industries.
Sophie Kilvert
The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook
Kevin Gardiner
Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.
Poppy Foster
Chipmaker Nvidia has announced strong financial results. Alongside the rest of the ‘Magnificent Seven’ tech and AI stocks, it has been a key driver of the US market in recent times. But should investors now be worried about market concentration around these big names?
Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.
Victor Balfour
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
It has been almost one year since banking stresses first emerged – and quickly dissipated – in the United States. But amid renewed concerns over the country’s banking sector, could the unwanted return of market stress lead us to a full-blown banking crisis?
In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.
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.
Selling a business is a life-changing moment, but entrepreneurs can find it difficult to adapt from receiving a regular salary to a one-off lump sum. Here’s how to manage your cash in a safe manner after a business.
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?
It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.
Katharine Taylor
If you’ve received a large sum of money from the sale of a business, an inheritance or a sudden windfall, here are the options for your cash in the short term
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.
Selling a business? We examine how to achieve the best deal, maximise your profits and invest the proceeds wisely to set yourself up for life.
Jake van Beever
Quarterly Letter
At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.
Helen Watson
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.
Amid a mixed economic outlook, female founders share the biggest challenges and opportunities facing their businesses in the coming year.
Are you looking to pass on wealth to your children while retaining some control? Family investment companies (FICs) can be a useful way to achieve this goal. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.
David Kilshaw
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?
After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.
Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.
Ros Harper
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.
The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.
In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.
Entrepreneurs innovating in climate technology face a major challenge when scaling their business. Larger companies are natural partners for these innovators. We believe there’s a multi-decade opportunity to invest in companies enabling the path to a ‘net zero’ economy.
Michel van der Spek
Sustainability has always been a fundamental investment issue. Here we outline the Rothschild & Co approach to sustainability in the investment process and the factors that can affect a company's intrinsic value and thus returns.
Daniel Drain
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.
Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.
All of us demonstrate bias, even if it’s often detrimental to our lives. This is especially the case with investing, where it can be too easy to make poor decisions because of bias. This piece looks at the most common types of bias and how to minimise the negative impact.
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.
Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.
Lombard loans, also known as portfolio loans, allow you to borrow money against your assets such as stocks and bonds without selling your investment portfolio. This guide explains how you can use such loans to maximise your wealth.
Lewis Treacy
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.
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