Últimas noticias y análisis

As incoming data shows inflation rolling over—despite low unemployment—the good news may not last. But what happens next? In this Strategy Blog, we discuss the state of inflation and why interest rates look more like plateaus than peaks, leaving us at odds with the money markets.

Falling real income, rising inflation, and monetary tightening have led to a sense of economic fatalism. However, throughout Europe, the UK, and the US, signs are suggesting a (hopeful) turn of events, making for a better outlook for the year ahead.

Currently, Private Debt investors benefit from attractive yields of 7% to 10% per annum. We compare the characteristics of Private Debt to other fixed income segments and equities, highlight its advantages and examine the risks in case of an economic stress scenario.

Investors strongly believe that central banks are almost finished with their tightening campaign amid a fall in global inflation, and that policy rates will be lowered as soon as the second half of 2023. Still, uncertainty around this Goldilocks scenario remains elevated.

Economists continue to cast a pall of gloom over economic forecasts, questioning future output and growth. In this Strategy Blog, we discuss the supposed gloomy outlook and put into perspective the new opportunities and incentives for useful economic activity.

Rothschild & Co has been informed of the intention of Concordia, the holding company of the Rothschild family and Rothschild & Co's largest shareholder, to file a simplified tender offer for the Rothschild & Co shares at €48.0 per share with dividends attached, and to request the implementation of a squeeze-out.

After recent record low interest rates, variable and fixed mortgage rates are surging to levels not seen since the Global Financial Crisis. In this Strategy Blog, we consider whether fixed or variable is the better option in the ever-evolving economic environment.

Rothschild & Co will enter into a strategic partnership with pension consulting firm, PensExpert AG. Dr Thomas Bamert will join Rothschild & Co in Zurich as Head of Wealth and Pension Planning, Switzerland.

Following the launch of a new representative office in Israel for its Wealth Management business in August 2022, Rothschild & Co has hired three new Client Advisers to expand its local team - Oren Shapira, Noah Gordon and Rotem Grinfeld.

According to the World Bank, average global life expectancy shot up from 65 in the early 1990s to 73 in 2020. This brings about several opportunities for economic development. What does this mean for investors? And how can one capture returns in a market set for profound changes?

Rothschild & Co is pleased to announce that Marios Broustas has joined its Global Advisory business as Managing Director and Head of Greece, effective 16 January 2023.