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Asset Management: Monthly Macro Insights - May 2025

Fecha de publicación

Economic activity remained relatively resilient in early 2025, although this stability was supported by temporary factors. In fact, global growth projections have been revised markedly down in recent weeks, reflecting tariff rates at levels not seen in a century and a highly unpredictable environment, while inflation risks have increased.

Read the Monthly Macro Insights - May 2025

by Marc-Antoine Collard, Chief Economist and Head of Economic Research

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Entrepreneur Networking Dinner

Rothschild & Co Wealth Management UK recently hosted an intimate networking dinner to encourage the conversations and connections that rarely happen in the day-to-day demands of building a business.

Rothschild & Co Global Advisory named ‘Financial Adviser of the Year’ by Mergermarket

Global Advisory named ‘Financial Adviser of the Year’ by Mergermarket

Is winter coming for the UK consumer?

Despite recent resilience, UK consumers face mounting pressure from higher energy and food prices, potential tax rises and higher interest rates, all of which could weaken discretionary spending and economic activity this winter.

Global Advisory: Rothschild & Co Redburn Review - September 2026

In the September 2026 Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets.

Geostrategic Signals: Financing Resilience

The geostrategic context will continue to reshape the business environment, and the pace and complexity of events will only accelerate; for business leaders, that is now the norm.

Bonds, ballots, and the elephant in the room

Markets are navigating geopolitical uncertainty, shifting interest-rate expectations and the rapid expansion of artificial intelligence. Resilient economic activity, healthy corporate profitability and continued technology investment remain supportive, although higher oil prices, rising bond yields and political risks highlight the value of a measured, long-term investment approach.