Le nostre notizie

The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook

Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.

Stock indices rose to record levels across the globe, including the S&P 500, Euro Stoxx 600 and Nikkei 225. Regional and sector returns broadened in February, though ‘growth’ stocks continued to lead the market higher.

Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.

Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.

Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a senior adviser, and how his podcast contributes to his effectiveness in this role.

Regional divergence remained significant at the end of 2023. Although the impacts of high interest rates and the withdrawal of fiscal support are expected to weigh on growth in 2024, investors are keeping their sanguine outlook as they foresee fast interest rate cuts. Yet, resilient labour markets and renewed pressures on supply chains could require a tighter monetary policy stance than expected, upsetting investors’ high hopes.

The theme of US outperformance continued in January – the S&P 500 briefly rose to a record high. ‘Growth’ and ‘cyclicals’ led the market higher, with the ‘Magnificent Seven’ stocks outperforming.

Are you looking to preserve and grow your wealth for future generations? Understanding your goals and having an effective financial plan in place is vital. Find out how Rothschild & Co can help plan your legacy and act as a sounding board for your financial affairs.

In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.

2024 is set to be a year of record-breaking elections. But what else should investors be on the lookout for this year?