Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies, General Partner and CIO at Rothschild & Co Asset Management, reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
Growth Equity Update October 2026 - Edition 55
This is the October 2026 Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
What to do ahead of the 2026 Budget
With Budget speculation intensifying ahead of 28 October, investors should avoid reacting to rumours alone, while reviewing potential tax planning opportunities around CGT, IHT, pensions, property and investment structures.
Rothschild & Co appoints Pablo Hernandez Schmidt-Tophoff as Head of Energy Services & Decarbonization, North America
Rothschild & Co today announced that Pablo Hernandez Schmidt-Tophoff has joined its Global Advisory business as Managing Director, Head of Houston and Head of Energy Services & Decarbonization, North America.
Asset Management: Monthly Macro Insights - October 2026
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
Debt and taxes
Fiscal debates focus on debt and deficits, but government size may matter more. While debt shows little link to bond yields, higher taxes and spending can affect competitiveness, growth and economic efficiency.
France: Fiscal pressure
France’s political uncertainty and fiscal pressures have unsettled markets, widening bond spreads and weakening the euro. While risks remain elevated ahead of 2027 elections, France’s challenges stop short of a sovereign debt crisis.