Últimas noticias y análisis

The Mansion House Initiative has ten of the UK’s largest pension providers committing 5% of ‘default’ funds from DC pensions to private assets by 2030, hoping to free up £75bn of growth financing. Ahead of the second anniversary of the Mansion House reforms we take a deep dive into funding conditions for UK private companies.

President Donald Trump’s trade-war salvo, the largest act of American protectionism since the 1930s, combined with his foreign policy’s complete shift, are sending significant shockwaves through the global economy. Although the full impact of phenomenal uncertainty is a key unknown, inflation and growth dynamics might well evolve opposite to investor’s Goldilocks scenario.

Senior hire bolsters the firm’s Global Business Services team and strengthens its Global Advisory presence in North America.

Despite widespread concerns about the European economy, European equities have started the year on a strong note — even outperforming the US market. While investors remain cautious, there are signs of underlying optimism.

Rothschild & Co is pleased to announce that Andrew Grant is to join the firm as part of our Global Advisory business. He will be based in London.

In this Market Perspective we examine President Trump’s economic policies, geopolitical risks, and market dynamics. As well as the potential impacts on global markets, trade relationships, and investment strategies.

Strategic hire strengthens Rothschild & Co’s expertise in the Technology sector in North America

Optimism around the potential ability of new technologies driven by artificial intelligence to transform industries is driving the venture capital market forward. At the start of 2025 AI continues to dominate VC fundraising and at rapidly growing valuations. The FTSE Venture Capital Index is just 6% off its August 2021 highs and we are seeing a resurgence in interest in sectors like fintech and biotech. As one VC commentator has remarked. ’We are so back baby’.

Senior hire strengthens the firm’s global financial sponsors business and further expands the Global Advisory business in Australia.

A trade conflict with the US’s closest economic partners might begin soon, and all indications are that these actions are a start to a widening trade war. The complete ramifications are unknown, yet the cost of uncertainty could be large and increases the risk of stagflation.