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Insights

  • Building
    Investment Strategy

    Political investment or investment policy?

    Since the end of World War II, the ties between political decisions, economics and financial markets have become central to the dynamics that shape our societies: this interdependence can clearly be witnessed through the multiple, complex and complementary mechanisms at work.
  • GEU
    Insights

    Growth Equity Update

    Not all AI. The strength of VC funding growth (up 3x ytd in the US, up 20% In Europe) is led by AI but it’s not the whole story. To the end of April funding for ‘non-AI’ companies is up 67% yoy in the US and 14% in Europe. Software, biotech and fintech are all prominent – we look at what’s driving this.
  • Market Commentary

    Asset Management: Monthly Macro Insights - May 2025

    Economic activity remained relatively resilient in early 2025, although this stability was supported by temporary factors. In fact, global growth projections have been revised markedly down in recent weeks, reflecting tariff rates at levels not seen in a century and a highly unpredictable environment, while inflation risks have increased.
  • gold bridge
    Insights

    Growth Equity Update

    We review a strong Q1 for the value of Growth Equity raises on both sides of the Atlantic ( US +48% yoy, Europe +22%) and the potential impact of the ‘Liberation Day’ tariffs on trading conditions for venture backed firms, the flow of funding into the asset class and valuation.
  • Market Commentary

    Asset Management: Monthly Macro Insights - April 2025

    Global growth remained relatively resilient in early 2025. However, front-loading of global trade flows, particularly between Asia and North America, greatly distorted the reality. In fact, stagflation and recession risks have both increased significantly.
  • Photo of a dark oil painting with bright gold frame
    Quarterly Letter

    Looking to the long term

    Our view of the long term is indelibly shaped by our 200-year history as a business. In this Quarterly Letter, we re-emphasise what 'long term' means to us, and how it shapes our approach to wealth management and investing.
  • Close-up view of the exterior of New Court, a modern glass building, showing reflections and geometric patterns on the windows.
    Insights

    Global Advisory: Redburn Atlantic Review - March 2025

    Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 
  • GEU
    Insights

    Growth Equity Update

    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.
  • Market Commentary

    Asset Management: Monthly Macro Insights - March 2025

    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.
  • Close up image of a US dollar note
    Market Perspective

    Wait and see

    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.
  • GEU
    Insights

    Growth Equity Update

    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’.
  • new court
    Market Commentary

    Asset Management: Monthly Macro Insights - February 2025

    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.
  • Image of New Court from afar
    Insights

    Answering professionals’ most pressing financial questions

    Professionals have a lot of questions about their finances and often do not have the time to manage them alone. In this article we wanted to discuss some of the questions we are asked most frequently and offer some guidance on the key factors you should consider.
  • gold bridge
    Insights

    Growth Equity Update

    Venture Capital activity grew in 2024 for the first time since 2021 with Pitchbook estimating that global funding for VC backed firms increased by 5% yoy, from $349bn in 2023 to $368bn in 2024. In January’s update we make ten predictions for the growth equity market in 2025. Led by AI and associated industries we think the level of VC funding will grow again in 2025- not a bonanza but a year of solid growth.
  • New Court
    Market Commentary

    Asset Management: Monthly Macro Insights - January 2025

    In 2024, global growth has remained stable and world trade has been recovering, while price pressures continued to ebb. Investors project that this resilience will continue in 2025, with inflation further converging towards central banks’ targets. However, this outlook masks significant differences across sectors and countries, and is surrounded by important uncertainties.
  • Why wealth preservation matters
    Quarterly Letter

    Why wealth preservation matters

    We are often asked why we focus on wealth preservation. We know growth is important, but we also want to achieve this in a prudent way and avoid any irrecoverable losses on the way. In this Quarterly Letter, we discuss some of the ways we try to do that.
  • GEU
    Insights

    Growth Equity Update

    In December’s edition we review the biggest deals in growth equity in 2024 on both sides of the Atlantic. A strong end to the year fuelled by AI deals meant our US Deal Monitor recorded 113 raises of $200m+ raising $82bn in 2024, well ahead of 2023’s $44bn. Europe started strongly and then faded. Our Deal Monitor shows a 2024 ytd total of $32.3bn modestly ahead of 2023 with Climate Tech, AI and software leading. Meanwhile Wall Street strategists anticipate a c10% rise in the S&P 500 in 2025.
  • Close-up view of the exterior of New Court, a modern glass building, showing reflections and geometric patterns on the windows.
    Insights

    Global Advisory: Redburn Atlantic Review - December 2024

    Redburn Atlantic’s most recent Review explores investment in AI following the conclusion of the hype cycle, the possibility of new trade wars under the second Trump administration, the impact of social media on ecommerce, the rapid rise of Private Markets, ‘Super Tuscan’ Wines, and much more. 
  • New Court
    Market Commentary

    Asset Management: Monthly Macro Insights - December 2024

    While global growth has proved resilient to policy tightening, significant divergences have emerged across countries, and the outcome of the US election has increased the risks for that trend to amplify. Furthermore, by choosing not to act on any assumptions about what the incoming US administration might enact, combined with the long and variable lags of monetary policy, the Fed will struggle to contain the economic consequences of Donald Trump’s priorities.
  • Why time in the market beats timing the market
    Insights

    Why time in the market beats timing the market

    Financial markets are often volatile and can be hard to predict over the short term. However, staying invested over longer time periods can help minimise this volatility. In this article we explore how timing the market and getting it wrong can impact your wealth.
  • Rothchild & Co
    Monthly Market Summary

    Noviembre: Trump 2.0

    La renta variable mundial subió un 3,7% en noviembre (en USD), mientras que la deuda pública mundial dio un 1,1% (en USD, en términos cubiertos).
  • Making an investment plan and sticking to it
    Insights

    Making an investment plan and sticking to it

    Emotions can be very persuasive, especially where money is concerned. In this article, we look at why some people have reservations about investing for the first time, or increasing the amount they have invested. We explain how creating and sticking to a plan can help.
  • Zoomed in image of the US 50 dollar note
    Market Perspective

    Must growth disappoint?

    President Trump’s upcoming return to the White House has brought much noise with it. In this Market Perspective we look at the impact the new presidency could have on markets. We also discuss how the global economy deals with debt, rates and tariffs.
  • Manchester history graphic
    Insights

    The Rothschilds and Manchester: a shared history

    The Rothschild family’s connection to Manchester stretches back to 1799. In this special article we explore the historic ties between the family and the city, and how Rothschild & Co continues to support innovation and entrepreneurship in Manchester to this day.
  • Market Commentary

    Asset Management: Monthly Macro Insights - November 2024

    The outcome of the US election has increased the risks for the global economy, as trade wars and higher interest rates have the potential to derail the resilience of growth. Furthermore, regional divergences could widen as Europe and China will likely be facing a challenging environment, although policymakers have tools to mitigate the impact of Trump’s agenda
  • GEU
    Insights

    Growth Equity Update

    In November's edition, shareholders of VC companies are turning to the secondary market as a tool for interim liquidity. we review recent deals in the buoyant VC secondaries market and look at some of its new dedicated funds. Meanwhile, one in three US venture capital dollars raised in 2024 have gone to AI with more big deals in the offing.
  • Rothschild & Co's 60 year strategy: how long term wealth planning can empower
    Insights

    The 60-year strategy: how long-term wealth planning can empower

    Wealth can offer a lot of benefits to a family, but can also bring pressure. A long-term financial plan should ensure your wealth is protected against inflation and is in the best position to grow. In this article, we will talk you through a 60-year financial plan.
  • Article header - MMS Nov.jpg
    Monthly Market Summary

    Las bolsas se toman un respiro

    La renta variable mundial cayó un 2,2% en octubre (en USD), mientras que la rentabilidad de los bonos gubernamentales globales descendió un 1.2% (en USD, con cobertura).
  • C24-08-065 - Autumn Insights Magazine - Banners - 400 x 200 @2x .png
    Insights

    Insights Issue 14: American horizons

    This issue of Insights centres on the U.S. in light of its upcoming elections, featuring insights from our Chief Investment Officer and analyses from our Global Investment Strategist and Fixed Income team. We also share findings from a recent U.S. road trip, explore the potential of robotics, and discuss the evolving U.S.-Swiss relationship.
  • The US elction: too close to call?
    Insights

    The US election: too close to call

    We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.
  • growth equity update - pink.png
    Insights

    Growth Equity Update

    In October’s edition, we look at the details of OpenAI’s recent $6.6bn raise, who invested and who didn’t, at the financials and at the state of OpenAI as its mission shifts awy from capped profit status. Meanwhile global VC fundraising in Q3 was twice the level of Q1 and September was a robust month for VC backed company raises on both sides of the Atlantic.
  • The outside wall of glass and steel of Rothschild & Co's New Court office in  London
    Market Commentary

    Asset Management: Monthly Macro Insights - October 2024

    The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.
  • Buy Women Built logo with our Journey to Success report
    Entrepreneurs

    Female founders share the secrets to their success

    We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.
  • Abstract image of fire and water
    Quarterly Letter

    The importance of experimentation

    Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.
  • Birdseye view of agricultural field
    Insights

    Sowing the seeds for regenerative agriculture

    Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.
  • Close-up view of the exterior of New Court, a modern glass building, showing reflections and geometric patterns on the windows.
    Insights

    Global Advisory: Redburn Atlantic Review - September 2024

    Redburn Atlantic’s latest Review examines the transformative impact of innovation, including the rapid growth of digital platforms and the future of the chip industry. It also covers the economic implications of housing in the UK, the issues of overtourism, the status of British grammar schools, and offers insights into the NHS, equity markets, and more.​
  • The outside wall of glass and steel of Rothschild & Co's New Court office in  London
    Market Commentary

    Asset Management: Monthly Macro Insights - September 2024

    Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs of a deceleration look painfully similar to a slide into recession.
  • Relocating to Guernsey
    Insights

    Relocating to Guernsey

    Relocating to Guernsey is attractive due to its natural beauty and high quality of life. But we know that moving is a big decision. In this article we answer some common questions about moving to the island and provide information on how we can help you relocate.
  • bridge image
    Insights

    Growth Equity Update

    In September’s edition we take a deep dive into Insurtech. We explore the landscape and how its VC backed companies are facing the growth challenges against a backdrop of annual global VC funding for Insurtech fluctuating from highs of $16.6bn in 2021 to just $0.8bn in Q1 2024.
  • Rothschild & Co
    Monthly Market Summary

    Agosto: ¿un pánico pasajero?

    La renta variable mundial subió un 2,5% en agosto (en USD), mientras que la deuda pública mundial se revalorizó un 1,0% (en USD, con cobertura).
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