A conversation with the Director of The Rothschild Archive

Despite recent resilience, UK consumers face mounting pressure from higher energy and food prices, potential tax rises and higher interest rates, all of which could weaken discretionary spending and economic activity this winter.

In the September 2026 Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets.

The geostrategic context will continue to reshape the business environment, and the pace and complexity of events will only accelerate; for business leaders, that is now the norm.

Markets are navigating geopolitical uncertainty, shifting interest-rate expectations and the rapid expansion of artificial intelligence. Resilient economic activity, healthy corporate profitability and continued technology investment remain supportive, although higher oil prices, rising bond yields and political risks highlight the value of a measured, long-term investment approach.

Rothschild & Co has been recognised across five categories at the Global Banking & Markets Awards in the Middle East

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.