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

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.

International tensions and geopolitical risk – which have rarely given rise to major market inflections and have often been relegated to the background by investors – are now back in the spotlight.

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.

Senior hire strengthens the firm’s Industrials team and further expands the Global Advisory business in North America.

En un mes volátil, los mercados de capitales revirtieron sus ganancias iniciales en agosto: tanto la renta variable como la deuda pública mundial se vieron presionadas después de que la Reserva Federal señalara que los tipos de interés estadounidenses seguirán subiendo y lo harán durante más tiempo.

As a country with an extremely vibrant economy, where personal wealth is growing fast, Israel is a key market for Rothschild & Co, with huge potential for its Wealth Management business

UK inflation, already at uncomfortable levels, is set to grind higher, peaking at 13% by year-end – according to the Bank of England – followed by only a gradual descent to perhaps 6% by the end of 2023.

World GDP likely shrunk in Q2 2022 – for the first time since the 2020 pandemic related decrease – owing to economic downturns in China, Russia and the US. Is bad news truly good news?

Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas.

Strong first half performance.

A pesar de la continua preocupación por el crecimiento mundial y la inflación, los mercados de capitales se recuperaron en julio: la renta variable mundial subió considerablemente, después de haber tocado el mínimo del año en junio. La deuda pública mundial también registró fuertes ganancias.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

La volatilidad siguió siendo elevada en las acciones y los bonos. La renta variable mundial cayó bruscamente, tocando brevemente un nuevo mínimo en lo que va de año a mediados de mes, junto con la deuda pública mundial.

While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market.

Investors still hope the Goldilocks scenario of moderating inflation and supply-led growth will emerge in H2 2022, although the recent trends in bottlenecks and the labour market call for caution.

Capital markets were volatile through May. After the longest series of weekly losses for major equity indices since 2001, equities recovered by month-end, while regional bond yields diverged.

Property prices have surged to record levels. However, amid rising interest rates, supply-side issues, and ongoing inflationary pressure, investing in real estate looks increasingly risky. In this Strategy blog, we examine the factors underpinning this appetite from investors, and how long we can expect it to last.

When selling a business, entrepreneurs often underestimate this financial shift, particularly the need to replace a regular salary with an ‘income’ post-sale.

Following the biggest one-day fall in US stock markets since mid-2020, Kevin Gardiner examines some of the factors influencing market volatility and considers whether, in an environment of low consumer confidence and inflationary pressures, economic growth can still continue.

Senior hire further strengthens the firm's leadership and expertise in the consumer retail sector.

Solid revenue performance despite less favourable market conditions.

This edition delves into the crisis in Ukraine and how this event is impacting the wider macroeconomy, particularly inflation rates and monetary policy.

Rothschild & Co is rebranding its operations in Luxembourg following the recently completed acquisition of Banque Pâris Bertrand.

Almost two months after the initial invasion, the ultimate conclusion of the Russia-Ukraine crisis remains uncertain. While the knock-on effect on energy supplies remains a concern, robust growth and labour markets provide some optimism as we await the realisation of more substantive interest rate rises.

In the most recent edition of our flagship client publication we dive deep in the world economy, behavioural finance and recent geo-political events.

The global economy is facing three interrelated shocks. New Covid-19 cases are once again gaining momentum in Europe and Asia – especially in China – worsening supply chain disruptions. In addition, the war in Ukraine will hinder global growth through many different channels. Lastly, central banks are under significant pressure to quickly normalise policy stances.

We often speak about our bottom-up investment approach. However, in this Quarterly Letter, we (ironically) take a look at this approach from a top-down perspective, outlining our investment objective, as well as the people and processes that work to achieve this.

Post pandemic-shifts in the real estate market, we look at how different real estate sub-sectors have performed and where investors can look for returns.

Alongside the terrible human cost, the conflict will have an economic impact: more inflation, and less growth.