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.
Is winter coming for the UK consumer?
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.
Global Advisory: Rothschild & Co Redburn Review - September 2026
In the September 2026 Redburn Review, Rothschild & Co Redburn analysts take a closer look at some of the assumptions shaping today's markets.
Geostrategic Signals: Financing Resilience
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.
Bonds, ballots, and the elephant in the room
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
Rothschild & Co has been recognised across five categories at the Global Banking & Markets Awards in the Middle East
Growth Equity Update September 2026 - Edition 54
The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.