LongRun Equity QUARTERLY LETTER I OCTOBER 2024 Advertising communication LONGRUN EQUITY I OCTOBER 2024 2 Investment philosophy We act as long-term business owners by investing the wealth you have

1. Quartal 2024 Einblicke Eine Rezession ist vermeidbar NewYork Toronto LosAngeles Washington Boston KualaLumpur Sydney Melbourne Wellington(1) Auckland(1) Singapore Jakarta

Public Sector / Stock Period Beat / Miss Comment Earnings quality Outlook Consumer Discretionary Amazon Q4-23 Beat In line on the top but greatly ahead on the bottom line; top line growth in all

WEALTH MANAGEMENT 1 Getting started: What you need 1 Internal To use the Rothschild & Co Wealth UK app, you need four things Getting Started: What you need 2 BEFORE YOU REGISTER: WHAT YOU NEED ITEM 1

Rothschild & Co Wealth Management Vermögensmanagement für den Gemeinnützigkeitssektor Rothschild & Co ist ein familiengeführtes Unternehmen in der siebten Generation und steht seit über 250 Jahren

Rothschild & Co Vermögensverwaltung Q1 2024 Rothschild & Co ist ein familiengeführtes Unternehmen in der 7. Generation und wir beraten seit mehr als 250 Jahren unabhängig und kompetent. Hierfür

EMBLEMA SOVAK DIALOGUE 2 3 Dialogue Salvatore Emblema & Pravoslav Sovak During the first half of the year Rothschild & Co’s Hosted exhibitions provide an exclusive platform for the discovery of

JUNE 2024 2 Identities In 2021, Rothschild & Co launched its Rothschild & Co Switzerland Exhibition Series. By continuing in the Rothschild family tradition, we organize curated annual exhibitions

Disinflation, China and stock valuations MARKET PERSPECTIVE I FEBRUARY 2024 Six weeks into the new year and the point is already made: geopolitics may affect portfolios in 2024, but the business

Perspectivas sobre renta fija Marzo 2024 Fixed Income Views | 1 Nuestras posiciones EUR: En noviembre, pasamos a una posición sobreponderada en las carteras europeas, en cuanto a duración, en