Newsroom

Strategy blog: Interest rates - are we nearly there yet?

Insights

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.

26/09/2022

Kevin Gardiner

Strategy blog: Sterling

Insights

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.

26/09/2022

Kevin Gardiner

Rothschild & Co appoints Fernanda Neumann Rosset as Head of Client Strategy for UK Wealth Management

Press releases

Fernanda will work closely with Client Adviser teams, focused on optimising relationships with clients.

22/09/2022

Why the US middle market is attractive for Private Equity Investors

Insights

US midmarket companies are a powerhouse of the US economy. These firms are generating a combined revenue of USD10 trillion and are employing roughly 50 million workers, making them an attractive Private Market investment.

20/09/2022

Market Perspective - Climbing the Wall

Market Commentary

The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.

14/09/2022

Kevin Gardiner, Victor Balfour

Strategy blog: The end of TINA?

Insights

It is the worst calendar year return (so far) for bonds, some value may finally be re-emerging in the high-quality government bonds that comprise the core of the global market. Is it time to retire the acronym TINA (‘There is No Alternative’)?

14/09/2022

Victor Balfour