LongRun Swiss Small & Mid Cap Fund QUARTERLY LETTER I JULY 2024 LONGRUN SWISS SMALL & MID CAP FUND I JULY 2024 2 Investment philosophy Welcome to the third letter of the LongRun Swiss Small and

Mosaique Balanced CHF QUARTERLY REPORT I JULY 2024 Rothschild & Co WM Fund (SICAV SIF) This is not a promotion or solicitation of the Rothschild & Co WM SICAV SIF – Mosaique Balanced CHF, which is

Mosaique Balanced USD QUARTERLY REPORT I JULY 2024 Rothschild & Co WM Fund (SICAV SIF) This is not a promotion or solicitation of the Rothschild & Co WM SICAV SIF – Mosaique Balanced USD, which is

Rates, recessions and robots MARKET PERSPECTIVE I JULY 2023 We are still not out of the cyclical woods. Economies have held up better than many feared, but growth is still cooling, and interest rates

The butterfly’s wings MARKET PERSPECTIVE I MARCH–APRIL 2023 Is Silicon Valley Bank (SVB) the butterfly which will cause a financial tornado? After 2008, nobody should ignore it. A market-driven

Kommentar des Vermögensverwalters Portfolio entwickelt sich weiterhin positiv Die Wirtschaftstätigkeit bleibt robust, während die Inflation allmählich zurückgeht. Trotz Spannungen im Bankensystem

Portfolio manager’s commentary Portfolio resumes positive trajectory Economic activity remains robust as inflation gradually subsides. Despite stresses in the banking system following the collapse of

Portfolio manager’s commentary Portfolio concludes the month with outperformance During the month, the portfolio continued to navigate the fallout of the war in Ukraine whilst tackling the rate hikes

Portfolio manager’s commentary Portfolio concludes the month with outperformance During the month, the portfolio continued to navigate the fallout of the war in Ukraine whilst tackling the rate hikes

Monatlicher Marktrückblick Januar 2022 1 | Rothschild & Co Wealth Management | Monatlicher Marktrückblick | Januar 2022 Rückblick: Ein schwacher Januar für die Aktienmärkte Zunehmende geopolitische