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Estrategias de Renta Variable

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Expresando nuestras convicciones en los mercados globales

5 millones de euros

en activos bajo gestión en renta variable
18

profesionales de inversión
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Estamos desarrollando una reconocida experiencia en los mercados de renta variable internacionales y europeos a través de un enfoque de inversión basado en convicciones y respaldado por un análisis fundamental de las empresas.

Nuestros equipos identifican las principales tendencias de largo plazo y seleccionan compañías capaces de crear valor de forma sostenible. Nuestra gama incluye empresas de gran capitalización, así como compañías de pequeña y mediana capitalización, además de estrategias temáticas que responden a los desafíos estructurales de la economía mundial.

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Visite el sitio web de Rothschild & Co Asset Management

Datos de rentabilidad, asignaciones, fichas informativas, documentación regulatoria… encuentre toda la información sobre nuestras soluciones de inversión en el sitio web de Rothschild & Co Asset Management.

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    Últimas noticias y análisis de Asset Management

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    Investment / strategy

    Asset Management: European Equities Quarterly Strategy - October 2026

    The third quarter of 2026 ultimately confirmed two trends that may appear contradictory. On the one hand, the European economy continued to prove more resilient than expected, with a gradual improvement in activity indicators, the initial materialisation of German fiscal support measures, and strengthening earnings momentum.
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    Investment / strategy

    Asset Management: European Equities Quarterly Strategy - October 2026

    The third quarter of 2026 ultimately confirmed two trends that may appear contradictory. On the one hand, the European economy continued to prove more resilient than expected, with a gradual improvement in activity indicators, the initial materialisation of German fiscal support measures, and strengthening earnings momentum.
    Market Commentary

    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.
    Market Commentary

    Asset Management: Monthly Macro Insights - September 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.
    Market Commentary

    Asset Management: Monthly Macro Insights - August 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.
    CIO Outlook - 0726 EN
    Investment / strategy

    CIO Outlook - July 2026

    Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
    Fixed Income
    Investment / strategy

    Asset Management: Fixed Income Quarterly Strategy - July 2026

    After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.
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    Investment / strategy

    Asset Management: European Equities Quarterly Strategy - July 2026

    The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.
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