Mosaique Insights: Issue 09
One must maintain a little bit of summer, even in the middle of the winter.”
So far, 2022 has not been what investors would deem a smooth ride: persistent inflation concerns on one side and a rapidly shrinking liquidity environment on the other – a challenging environment for markets. One would wish to live in more serene times. However, this is the (investment) world we live in.
Remembering the wise words attributed to the philosopher Henry David Thoreau, it is all the more important to remain positive, even in the face of many uncertainties. It is in times like these that our strength as wealth managers is put squarely to the test. With our heritage firmly rooted in the multi-generational preservation of wealth, we wanted to share with you in this edition of Mosaique Insights how we’ve navigated these past months with articles from our portfolio managers, investment and client advisers.
We also use this opportunity to take a closer look at what type of investments can thrive in challenging times, take you on a trip to the Nordics and introduce to you our new Rothschild & Co Switzerland art collection. No edition would be complete without our latest views from our advisory team which sheds light on the potential of the healthcare sector.
We hope you enjoy this edition of Mosaique Insights, wish you a happy summer, un bon été, einen schönen Sommer and look forward to seeing you in autumn!
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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La confianza de los mercados se deteriora en abril
Monthly Market Summary
La renta variable mundial ha retrocedido un 3,3% en abril (en USD), al igual que la deuda pública, que ha retrocedido un 1,5% (en USD con cobertura).
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Five Arrows announces reset of European CLO, Contego X
Press releases
Five Arrows, Rothschild & Co’s alternative assets arm, is pleased to announce the successful pricing of the reset of Contego X following the end of its non-call period.
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Abolishing 'non-dom' status - what you need to know
Insights
The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.
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Insights: Issue 13 - Spring Edition
Market Commentary
Insights: Issue 13 | Spring 2024 Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.
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Understanding sustainability risks and opportunities
Insights
Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.
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Should I form a trust?
Insights
Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.