Global Advisory: Rothschild & Co Redburn Review - December 2025
Will AI prove to be an inflationary or deflationary force on the economy? How can governments fix an increasingly global housing crisis? How have banks repositioned themselves in an era of private credit growth?
Rothschild & Co Redburn have shared their final review of 2025, where they discuss all these questions, and more. See below for more.
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Rothschild & Co impulsa su crecimiento en España con la incorporación de Álvaro Santos en el área de Wealth Management
Press releases
El nuevo nombramiento refuerza las capacidades locales y supone un paso más en la expansión del negocio de banca privada en España.
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Geopolitics Blog: Christmas Season: Reasons to be cheerful
Insights
In our latest geopolitical blog, Mark Sedwill, Chair of Geopolitical Advisory at Rothschild & Co offers his reflections on six strategic reasons for Christmas confidence.
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Five key questions for a carefree retirement
Corporate
Planning for retirement early helps secure your finances and gives you the freedom to enjoy travel, hobbies or family time. These key questions can guide you
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Growth Equity Update
Insights
This is the latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. 52% of the $63.4bn raised by the US growth equity market in Q4, up 31% yoy, was for AI companies. Datacentres, defence and crypto made strong showings. In this edition we look at the rise of the prediction marketplaces, Polymarket and Kalshi. Polymarket’s $2bn November raise at an $8bn valuation was up from $1.2bn in January. Kalshi’s valuation was $2bn in June and $11bn in November. We predict what’s ahead for them in 2026.
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Building international leaders in the mid-market
Private Assets
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Asset Management: Monthly Macro Insights - December 2025
Market Commentary
Despite geopolitical tensions and trade frictions, GDP growth in 2025 proved surprisingly resilient, slowing only slightly compared to 2024. However, vulnerabilities remain, as several factors that have supported the global economy thus far may prove to be temporary.