Insights

This issue of Insights centres on the U.S. in light of its upcoming elections, featuring insights from our Chief Investment Officer and analyses from our Global Investment Strategist and Fixed Income team. We also share findings from a recent U.S. road trip, explore the potential of robotics, and discuss the evolving U.S.-Swiss relationship.

We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.

In October’s edition, we look at the details of OpenAI’s recent $6.6bn raise, who invested and who didn’t, at the financials and at the state of OpenAI as its mission shifts awy from capped profit status. Meanwhile global VC fundraising in Q3 was twice the level of Q1 and September was a robust month for VC backed company raises on both sides of the Atlantic.

The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.

Adapting to change isn't easy. It requires a willingness to experiment, get things wrong and reflect honestly about how to improve. In this Quarterly Letter, we explore the importance of experimentation, and how looking back helps us to get better at looking forward.

Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies and individuals can address these challenges.

Redburn Atlantic’s latest Review examines the transformative impact of innovation, including the rapid growth of digital platforms and the future of the chip industry. It also covers the economic implications of housing in the UK, the issues of overtourism, the status of British grammar schools, and offers insights into the NHS, equity markets, and more.​

Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs of a deceleration look painfully similar to a slide into recession.

In the Journey to Success report, we speak to the inspiring founders of Bare Biology, Two Chicks and Seraphine about their businesses and consider how founders should approach their corporate and personal finances along the way.

La renta variable mundial subió un 2,5% en agosto (en USD), mientras que la deuda pública mundial se revalorizó un 1,0% (en USD, con cobertura).

Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.

Weakening business confidence indices continue to cast doubts on the global economy’s resilience. Although core inflation remains above central banks’ targets, the cooling of labour markets has not gone unnoticed, prompting a major shift in policy rates projections.

As the 33rd Olympic Games kick off in Paris, we explore the experience of winning gold, high-stakes preparation, and retirement from sports through an interview with Britta Heidemann, the first female fencer to achieve the 'golden triple.'

History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.

The July edition assesses the condition of Growth Equity at the year’s halfway stage. H1 was again tough for fundraising for VC firms. Q2 though was much stronger than Q1 and into July with the mood amongst VC funds, and their fundraising, bolstered by the surge in appetite for AI related investments.

Business confidence fell at the end of Q2-24, casting doubts on the positive momentum going into the second half of the year, while rising political uncertainty add to an already complicated conduct of monetary policy.

We pride ourselves on our company culture, values and people at Rothschild & Co Wealth Management UK. Our business is built on the strength of our people and the relationships they have with clients, and we believe this sets us apart from other wealth managers.

There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.

Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.

Although the global economy is still experiencing the lagged effects of tighter monetary policy, business confidence has been improving over the past few months, suggesting positive momentum going into the second half of the year. Will central banks be a tailwind or a headwind?

La renta variable mundial subió un 4,1% en mayo (en USD), mientras que la deuda pública mundial subió un 0,5% (en USD, con cobertura).

Our second Sustainability Sphere focused on the video games industry and considered how it can better drive positive social impact. Stakeholders asked how do we encourage people to play for the planet, rather than let the planet pay socially and environmentally?

No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.

In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.

Recent monthly indicators suggest that the slowdown in global growth around the turn of the year has bottomed out. However, inflation outlook remains murky and the latest data have shaken investors’ confidence that significant monetary policy easing is in the offing.

Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique 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.

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.

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.

In our first Sustainability Spheres event, industry experts discussed the future of ‘fast fashion’, a model which dominates the sector but has been criticised for being unsustainable. Attendees were asked how the industry can embed sustainable practices into their models.