Mosaique Insights: Issue 10
How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”
As we are entering the final innings of 2022, we take some time to reflect on this past year.
A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.
In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.
In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.
We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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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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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.
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Asset Management: Monthly Macro Insights - April 2024
Market Commentary
Recent data suggest that inflation could prove persistently high for some time and limit the room for central bank easing. Despite this high-for-long path for policy stances, investors remain convinced it will not prove sufficient to derail global growth.
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Are oil prices pushing inflation higher?
Strategy Blog
Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.
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Einblicke: Q2 - 2024 - Potenziell weiterer Aufwind in bestimmten Branchen
Insights
In unseren aktuellen "Einblicken" werfen wir einen Blick auf das abgelaufene sowie das kommende Quartal. Wir zeigen zudem auf, wie sich die Vermögensverwaltung von Rothschild & Co Deutschland im derzeitigen Umfeld positioniert. Lesen Sie jetzt die Einschätzungen unserer Experten.