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

Scenario analysis What if ? Kevin Gardiner, Global Investment Strategist Dr. Andreas Doepfert, Senior Portfolio Analyst Investment and Portfolio Advisory Team August 2023 Page 2 | Scenario

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LongRun Equity Fund – EUR KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ▪

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

Rothschild & Co Vermögensverwaltung Q3 2023 Rothschild & Co ist ein familiengeführtes Unternehmen in der 7. Generation und wir beraten seit mehr als 250 Jahren unabhängig und kompetent. Hierfür

Monthly Market Summary May 2023 1 | Rothschild & Co Wealth Management | Monthly Market Summary | May 2023 Summary: Fragile markets and narrow leadership Despite the US large-cap tech stock rally in

Asignación de activos Mosaique JULIO 2023 Se han seguido apaciguando las preocupaciones bancarias, si bien persiste la inquietud en torno a la rentabilidad y, sobre todo, en torno a los tipos de

Mosaique Equity USD QUARTERLY REPORT I OCTOBER 2023 Rothschild & Co WM Fund (SICAV UCITS) This is not a promotion or solicitation of the Rothschild & Co WM SICAV UCITS – Mosaique Equity USD, which

Monthly Market Summary November 2023 1 | Rothschild & Co Wealth Management | Monthly Market Summary | November 2023 Summary: Stocks and bonds rebound strongly in November Global equities rebounded