Asset Management: Monthly Macro Insights - May 2025
Economic activity remained relatively resilient in early 2025, although this stability was supported by temporary factors. In fact, global growth projections have been revised markedly down in recent weeks, reflecting tariff rates at levels not seen in a century and a highly unpredictable environment, while inflation risks have increased.
Read the Monthly Macro Insights - May 2025
by Marc-Antoine Collard, Chief Economist and Head of Economic Research
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CIO Lens: When the world moves fast, stay grounded
CIO Lens
Markets have remained relatively calm despite the recent escalation in geopolitical tensions between Israel and Iran.
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Global Advisory: Rothschild & Co Redburn Review - June 2025
Insights
The latest Redburn Review examines the future of Medicaid, the current momentum in financial markets and the creative disruption caused by GenAI. It also covers the renewable energy storage, the atoms of analytics and many more.
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Growth Equity Update
Insights
Fall if you will, but rise you must. James Joyce. This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. Growth Equity is seeing some signs of valuation picking up while activity levels are strong In the US ytd 178 growth equity raises of $100m+ have garnered $90bn which compares with c80 IPOs raising $11.8bn.
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Political investment or investment policy?
Investment Strategy
Since the end of World War II, the ties between political decisions, economics and financial markets have become central to the dynamics that shape our societies: this interdependence can clearly be witnessed through the multiple, complex and complementary mechanisms at work.
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Growth Equity Update
Insights
Not all AI. The strength of VC funding growth (up 3x ytd in the US, up 20% In Europe) is led by AI but it’s not the whole story. To the end of April funding for ‘non-AI’ companies is up 67% yoy in the US and 14% in Europe. Software, biotech and fintech are all prominent – we look at what’s driving this.
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Rothschild & Co ficha a José Luis Muñoz como Senior Client Adviser de Wealth Management en España
Press releases
José Luis Muñoz, con 25 años de trayectoria en Bankinter, se incorpora con efecto inmediato a la firma para responder a su crecimiento continuo y sostenido.