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The newly established role focuses on the expansion of Rothschild & Co’s Equity Markets Solutions business in North America

Investors remain convinced that inflation is likely to come down without much of a hit to economic growth. However, there is not much historical precedent for such an outcome, especially since monetary tightening is not completed, and the effects of higher policy rates are yet to be felt completely.

Economies are holding up better than many feared, though we are not quite out of the cyclical woods yet. In this edition of Market Perspective, we analyse the current state of the global economy, update our ‘Inflation Watch’, and discuss AI in context.

Senior appointment supports continued growth of Global Advisory business.

Global equities rebounded by 5.8% in June (USD terms), while global government bonds edged lower by 0.1% (USD, hedged terms).

Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback still feels neither necessary nor likely and why we should question artificial intelligence pessimists. Subscribe to Perspectives on Apple Podcasts and Spotify.

Italian merchant Marco Polo spent 25 years travelling across Asia at the end of the 13th century, seeking insight into new communities and cultures. In this Quarterly Letter we explore how there is still long-term value in looking beyond borders today.

Rothschild & Co has appointed Matthew James as a Managing Director and Head of Marketing & Business Development in its UK Wealth Management business.

Can you imagine a day without water? No shower, no coffee, no clean laundry? Difficult. Water is essential to life. Yet more than 1 billion people lack access to water and almost 3 billion people experience water scarcity at least one month per year. By 2025, two-thirds of the world’s population may be facing water shortages with severe consequences. Water scarcity impacts our lives and many economic activities. This makes the topic all the more important in times of climate change and its effects on the water cycle resulting in floods, rising sea levels or droughts. With an increase in population and ageing infrastructure, water is becoming a scarce resource and innovative technologies needed to combat this issue.

Headline inflation rates have turned lower, spending power is getting some relief, and transatlantic business surveys have softened. But there are still geopolitical, environmental, and social concerns impacting the long-term outlook. We provide an update on the macroeconomic environment.

In this Strategy blog, we take a look at how a few different economies have performed around the world: Japan, China, the United Kingdom, and Greece.

Rothschild & Co's Global Advisory business is proud to have signed the Ukraine Business Compact, a statement of international business support for Ukraine’s recovery.