02 STRATEGY & CIO Risque cyclique et changement structurel 12 INSIGHTS : INTELLIGENCE ARTIFICIELLE Course vers le futur 08 PORTFOLIO MANAGEMENT Comment les portefeuilles ont géré le premier

Not such a bad mix MARKET PERSPECTIVE I MAY 2023 Markets have quickly regained some poise, but it is too soon to conclude that we are out of the banking and economic woods just yet. Interest rates

Mosaique Conservative USD QUARTERLY REPORT I JANUARY 2023 Rothschild & Co WM Fund (SICAV SIF) This is not a promotion or solicitation of the Rothschild & Co WM SICAV SIF – Mosaique Conservative USD

Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

Investment review Fourth quarter 2022 Capital markets ended the year on a positive note. Global equities edged higher by +9.76% during the fourth quarter in USD terms. Meanwhile, US Treasury 10-years

Monatlicher Marktrückblick Januar 2023 1 | Rothschild & Co Wealth Management | Monatlicher Marktrückblick | Januar 2023 Rückblick: Ein starker Jahresauftakt für Aktien und Anleihen Die

FÉVRIER / MARS 2023 Allocation d’actifs Mosaique Les risques cycliques auxquels les marchés ont été confrontés en 2022 pourraient s’atténuer, malgré des risques géopolitiques toujours élevés (Ukraine