Insights

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.

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.

In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.

Insights into the key drivers behind the outlook for China's economy as well as an update on the Q2 earnings results so far.

La renta variable mundial siguió bajando en septiembre, un 4,1% (en dólares estadounidenses), y la deuda pública mundial también cayó un 1,6% (en dólares estadounidenses, con cobertura).

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.

Psychiatrist and explorer Dr. Bertrand Piccard made aviation history with his successive non-stop around the globe flights in a balloon and a solar airplane. In our interview, we trace back his aeronautic firsts, discuss the importance of perseverance and make the case for Switzerland's investment opportunities, as a country rife with high-tech innovation.

La renta variable mundial subió otro 3,7% en julio (en USD), mientras que los títulos mundiales de deuda pública descendieron ligeramente, un 0,3% (en USD, con cobertura).

La renta variable mundial repuntó un 5,8% en junio (en USD), mientras que la deuda pública mundial bajó un 0,1% (en USD, con cobertura).

Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback still feels neither necessary nor likely and why we should question artificial intelligence pessimists. Subscribe to Perspectives on Apple Podcasts and Spotify.

Recent surveys have hinted at a slowdown in economic growth, but underlying inflation is proving more persistent, pressuring central banks to hike rates further. Yet, how tightening credit conditions interact with already restrictive monetary policy stances is a key uncertainty.

Pese al repunte experimentado por las acciones del sector tecnológico de gran capitalización de Estados Unidos en mayo, los valores de renta variable mundiales perdieron un 1,1% y la deuda pública internacional descendió un 2,2% (en USD, sin cobertura).

The 11th edition of Mosaique Insights takes a closer look at the first three months of 2023, unpacks the outlook for Fixed Income and sheds some light on the Private Markets asset class. This edition also features an interview with a data science professor who will discuss most recent developments in the artificial intelligence space. Furthermore, we will present Rothschild & Co's philanthropic group approach to empower future generations.

The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.

The global economy started the year on a firmer note than feared. Yet, core inflation is still stubbornly high while banking sector woes make it clear that the most aggressive tightening cycle in decades is taking its toll. Correspondingly, central banks will have to balance the risks between price and financial stability.

A pesar de la preocupación por el sistema bancario (el índice MSCI World Banks cayó un 12,2%), la renta variable mundial subió un 3,1% y la deuda pública mundial repuntó un 3,7% en marzo (ambos en USD, sin cobertura). Más información en el último Resumen mensual de mercados de Wealth Management Switzerland.