Monthly Market Summary February 2024 1 | Rothschild & Co Wealth Management | Monthly Market Summary | February 2024 Summary: Stock markets rise to fresh highs Global equities surged by 4.3% in

CARACTÉRISTIQUES CLÉS Stratégie d'actions à long terme basée sur des fondamentaux, utilisant une approche d'investissement d'entreprise pour comprendre, évaluer et sélectionner des sociétés. Mise en

YTD 2024 Cumulated Annualised Cumulated Annualised Strategy -0.3% 20.7% 6.1% 62.1% 6.9% Gold -1.2% 16.5% 4.9% 53.2% 6.1% Since Fund Launch (Nov20) Since Strategy Launch (Oct16) 1200 1400 1600 1800

ANLAGEPOLITIK Langfristige, fundamentale Aktienstrategie, welche einen unternehmerischen Investmentansatz nutzt, um Unternehmen zu verstehen, zu bewerten und auszuwählen. Fokus auf kleine und

40 50 60 70 80 90 100 110 06/21 12/21 06/22 12/22 06/23 12/23 H2C certificate Solactive Hydrogen Economy Hydrogen Certificate (H2C) Strategy Thematic global equity exposure to best capture the

Portfolio manager’s commentary Portfolio ends 2023 strongly Global stocks rose again in December (+4.8% in USD terms) and market participation broadened into the year-end as investors became enthused

Portfolio manager’s commentary Portfolio ends 2023 strongly Global stocks rose again in December (+4.8% in USD terms) and market participation broadened into the year-end as investors became enthused

Asignación de activos Mosaique OCTUBRE 2023 PANORAMA MACROECONÓMICO Los mercados de renta fija y renta variable han flaqueado en septiembre, pero no para hacer pensar que haya cambios significativos

Allocation d’actifs Mosaique OCTOBRE 2023 SITUATION MACROÉCONOMIQUE Les marchés d’actions et d’obligations ont baissé en septembre, mais pas suffisamment pour suggérer que les perspectives

Economic crisis and resolution MARKET PERSPECTIVE I DECEMBER 2023 / JANUARY 2024 At this time of year, we remind ourselves that our investment views don’t have to change just because the calendar