Últimas noticias y análisis

En octubre, las expectativas de una ralentización del ritmo de las subidas de los tipos de interés y una temporada de resultados mejor de lo esperado impulsaron el sentimiento: la renta variable mundial subió considerablemente, mientras que la deuda pública mundial se mantuvo sin cambios.

While private debt is an attractive investment strategy, we analyse the risks of private debt investments and show why the choice of manager is so important.

The UK is set to have another new Prime Minister, after the recent incumbent’s short tenure. In this Strategy Blog, we observe the latest developments in the UK.

The world's window of opportunity to prevent climate breakdown is narrowing and decisive action is needed.

Global economic growth is faltering markedly and indicators point to an extended period of subdued growth. Although easing bottleneck pressures points to a material drop in inflation during the second half of 2022, will this be enough to calm central banks?

En septiembre, la preocupación por una recesión mundial y el endurecimiento monetario afectaron duramente a los mercados de capitales: tanto la renta variable como la deuda pública mundial bajaron mientras la Fed y el BCE continuaban su ciclo de endurecimiento.

Senior hire enhances the firm’s Media & Telecom team in New York and further expands the Global Advisory business in North America.

Plain sailing. Batten down the hatches. Strong headwinds. When describing markets, it's common to call upon maritime metaphors to convey uncertainty. In the current economic landscape, we find ourselves reaching for them again.

In his role, Mr Bossart will apply his advisory experience to clients in Switzerland and bring Rothschild & Co’s global platform to them.

At different paces, and with varying displays of conviction and credibility, western central banks are continuing to raise interest rates, closing the stable door ever more firmly as the inflation horse canters merrily on the horizon. As we write, the rates priced into the money markets suggest that US, eurozone and UK policy rates will peak at 4.6%, 2.9% and 4.9% respectively, and will do so during 2023. Swiss rates are expected to peak at 2.2%, during 2024.

Sterling has fallen further after the UK's "fiscal event", making higher interest rates even more likely. However, its all-round weakness is being overstated, as is the threat to the UK government's creditworthiness.