Últimas noticias y análisis

Rothschild & Co is pleased to announce the completion of the sale of its North American Asset Management units to Wintrust Financial Corporation.

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.

Is the collapse of Silicon Valley Bank (SVB) —and other recent banking system events—the butterfly that will cause a financial tornado? This edition of Market Perspective provides an update on the banking system and how inflation is continuing to moderate, albeit patchily.

Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.

As focus shifts from the collapse of Silicon Valley Bank last week to the solvency Credit Suisse, central bank interventions have soothed fears of the contagion spreading. In this strategy blog our team analyses why our overall risk appetite remains unchanged.

Idiosyncratic headwinds compounded by losses on its treasury and mortgage-backed security portfolio lead to the collapse of Silicon Valley Bank. Are there signs of contagion? In this Strategy blog, we analyse the situation around the collapse and consider further risks.

Despite cautious central bank communication about the policy outlook, particularly in view of the persistent strength of labour markets, investors were expecting rate cuts in the second half of 2023 amid a fall in global inflation. Yet, recent macroeconomic data has poured cold water on their quick disinflation sanguine view.

This International Women's Day we open the door to the Rothschild Archive. In the latest episode Wealth Management Switzerland's Perspectives podcast, Laura Künlen and Melanie Aspey, Director of the Rothschild Archive, shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till today.

Lower commodity prices, including energy prices, are trickling down to consumers, affecting both sides of the Atlantic slightly differently. In this strategy blog, we examine how the energy crisis has abated a year after the outbreak of war in Ukraine and its impact.

Febrero resultó ser un mes difícil para los mercados de capitales, ya que el nuevo riesgo de tipos de interés derivado de un mayor endurecimiento de la política monetaria ocupó un lugar central. Tanto la renta variable mundial como la deuda pública cayeron el mes pasado.

A challenging and unusual cyclical backdrop has impacted the credit cycle. Credit spreads have narrowed and default rates remain low, with relative debt position declining due to faster nominal growth and ongoing deleveraging. As momentum continues, credit spreads may narrow more.

Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? Find out more in the latest instalment of the Perspectives podcast.