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Asesoramiento experto en fusiones y adquisiciones y mercados de capitales (Solo en inglés)

Wealth Management Suiza

Una visión a largo plazo para acompañar a los clientes privados en la preservación y el crecimiento de su patrimonio.

Asset Management

Soluciones y servicios de inversión a medida para clientes institucionales, intermediarios financieros y asesores de patrimonio (Solo en inglés)

Five Arrows

Nuestra división de activos alternativos, especializada en capital privado y deuda privada (Solo en inglés)

Sobre nosotros

En el centro de los mercados financieros desde hace más de 200 años (Solo en inglés)

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Estrategias de Renta Variable

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Expresando nuestras convicciones en los mercados globales

5 millones de euros

en activos bajo gestión en renta variable
18

profesionales de inversión
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Estamos desarrollando una reconocida experiencia en los mercados de renta variable internacionales y europeos a través de un enfoque de inversión basado en convicciones y respaldado por un análisis fundamental de las empresas.

Nuestros equipos identifican las principales tendencias de largo plazo y seleccionan compañías capaces de crear valor de forma sostenible. Nuestra gama incluye empresas de gran capitalización, así como compañías de pequeña y mediana capitalización, además de estrategias temáticas que responden a los desafíos estructurales de la economía mundial.

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Visite el sitio web de Rothschild & Co Asset Management

Datos de rentabilidad, asignaciones, fichas informativas, documentación regulatoria… encuentre toda la información sobre nuestras soluciones de inversión en el sitio web de Rothschild & Co Asset Management.

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    Últimas noticias y análisis de Asset Management

    CIO Outlook - 0726 EN
    Investment / strategy

    CIO Outlook - July 2026

    Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
    • Didier Bouvignies
    Fixed Income
    Investment / strategy

    Asset Management: Fixed Income Quarterly Strategy - July 2026

    After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.
    • Emmanuel Petit
    action euro
    Investment / strategy

    Asset Management: European Equities Quarterly Strategy - July 2026

    The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.
    • Anthony Bailly
    Market Commentary

    Asset Management: Monthly Macro Insights - July 2026

    While geopolitical tensions and trade fragmentation continue to shape the global economic landscape, developments in energy markets have reduced some of the most immediate threats to growth and inflation.
    • Marc-Antoine Collard
    Close up of the top floors of Rothschild & Co's New Court office in London
    Market Commentary

    Asset Management: Monthly Macro Insights - June 2026

    Despite the geopolitical shock involving Iran, investors’ optimism continues to rest on a central narrative: the transformative potential of artificial intelligence (AI) as a new engine of global growth. However, the rise in long-term yields paints a more cautious picture
    • Marc-Antoine Collard
    Market Commentary

    Asset Management: Monthly Macro Insights - May 2026

    The disruption of traffic through the Strait of Hormuz has transformed a regional geopolitical event into a global economic shock, driving up energy and transport costs while adding pressure to supply chains worldwide.
    • Marc-Antoine Collard
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    Market Commentary

    Asset Management: Monthly Macro Insights - April 2026

    The military conflict between the US, Israel, and Iran has crossed a decisive economic threshold. The closure of the Strait of Hormuz has transformed a geopolitical risk into a global supply shock affecting energy markets, supply chains, inflation dynamics, and monetary policy worldwide. The resulting environment could evolve into one of elevated inflationary pressure with weakening growth, increasing the likelihood of slowflation and raising the tail risk of stagflation.
    • Marc-Antoine Collard
    Market Commentary

    Asset Management: Monthly Macro Insights - March 2026

    The global economy is characterised by a fragile combination of resilience and vulnerability, with the US continuing to act as the main anchor of global growth. Markets are facing an environment in which inflation dynamics remain uneven and geopolitics have re-emerged as a central source of risk, while resilience is increasingly concentrated in a narrow set of drivers – most notably artificial intelligence.
    • Marc-Antoine Collard
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