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The global economy started the year on a firmer note than feared. Yet, core inflation is still stubbornly high while banking sector woes make it clear that the most aggressive tightening cycle in decades is taking its toll. Correspondingly, central banks will have to balance the risks between price and financial stability.

Rothschild & Co is pleased to announce the completion of the sale of its North American Asset Management units to Wintrust Financial Corporation.

A pesar de la preocupación por el sistema bancario (el índice MSCI World Banks cayó un 12,2%), la renta variable mundial subió un 3,1% y la deuda pública mundial repuntó un 3,7% en marzo (ambos en USD, sin cobertura). Más información en el último Resumen mensual de mercados de Wealth Management Switzerland.

Is the collapse of Silicon Valley Bank (SVB) —and other recent banking system events—the butterfly that will cause a financial tornado? This edition of Market Perspective provides an update on the banking system and how inflation is continuing to moderate, albeit patchily.

This International Women's Day we open the door to the Rothschild Archive. In the latest episode Wealth Management Switzerland's Perspectives podcast, Laura Künlen and Melanie Aspey, Director of the Rothschild Archive, shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till today.

Febrero resultó ser un mes difícil para los mercados de capitales, ya que el nuevo riesgo de tipos de interés derivado de un mayor endurecimiento de la política monetaria ocupó un lugar central. Tanto la renta variable mundial como la deuda pública cayeron el mes pasado.

Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? Find out more in the latest instalment of the Perspectives podcast.

Falling real income, rising inflation, and monetary tightening have led to a sense of economic fatalism. However, throughout Europe, the UK, and the US, signs are suggesting a (hopeful) turn of events, making for a better outlook for the year ahead.

Guillermo Moreno Fontaneda joins with immediate effect to meet increasing demand from clients following the launch of Rothschild & Co’s Wealth Management business in Spain in 2021

Rothschild & Co has been informed of the intention of Concordia, the holding company of the Rothschild family and Rothschild & Co's largest shareholder, to file a simplified tender offer for the Rothschild & Co shares at €48.0 per share with dividends attached, and to request the implementation of a squeeze-out.

Capital markets experienced a difficult February, as renewed interest rate risk from further monetary tightening moved into focus. Both global equites and government bonds fell last month.

Following the launch of a new representative office in Israel for its Wealth Management business in August 2022, Rothschild & Co has hired three new Client Advisers to expand its local team - Oren Shapira, Noah Gordon and Rotem Grinfeld.

Rothschild & Co is pleased to announce that Marios Broustas has joined its Global Advisory business as Managing Director and Head of Greece, effective 16 January 2023.

As expected, a fall in global inflation is underway, but labour markets remain tight. Correspondingly, the dilemma for central banks has become extensively complex.

A war in Europe, an energy crisis, shades of the 1970’s – inflation and industrial unrest – and sharply rising interest rates. Just to name a few themes that dominated the economic and investment world in 2022. But what about 2023?

Diciembre fue un mes difícil para los mercados de capitales, ya que el apetito por el riesgo disminuyó a pesar de que la inflación estadounidense fue mejor de lo esperado: la renta variable mundial cayó y la deuda pública mundial también retrocedió.

As a family-run business in its seventh generation, our focus is on the long term: to preserve and grow your wealth not only for this generation but for those to come. In this Quarterly Letter, we discuss the important issues surrounding legacies and succession.

This year has come to a close, but the effects of world events on the market persist. Looking to 2023, we pose two main questions to help determine from an investment perspective whether to put liquidity back to work.

Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.

Six additional new relationship managers will join Rothschild & Co’s Wealth Management business to accelerate growth in this region.

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.

The UK Autumn Statement reflected a near-term loosening of fiscal stance, perhaps a surprise given the general talk of 'Austerity II' beforehand. In this Strategy Blog, we share our thoughts on the statement.

Senior hire supports the development of our Global Mining & Natural Resources and Investor Advisory businesses.

At present, inflation rates have characteristics of being transitionary yet permanent, putting us at a crossroads. Will the inflation surge peak soon or will it gradually subside? It’s a matter of staying the course to see what direction inflation rates go.

Solid revenue performance despite a more uncertain and difficult environment.

The fiscal fiasco of the former PM’s minibudget put the UK economy centre stage – adding to the fiscal, monetary and geopolitical headlines. Looking beyond these issues, this edition of Market Perspective examines threats to growth, inflation and broader systemic risks.

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.

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.

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.