Le nostre notizie

The 10th edition of Mosaique Insights takes a closer look at the key questions for 2023 and how portfolios managed this past quarter. We also shed light on the Ukraine war status quo and its possible turning points and take you on a trip to Israel with the Head of our new Israel office.

Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.

With geopolitical risk still present and impossible for markets to ignore (though tensions may not necessarily increase further), we are left facing the cyclical question of whether inflation can subside without an economic slump.

This year, industrial action has been on the rise as demands for higher pay to compensate for real wage growth and inflation levels reaching multi-decade highs, causing some to create parallels to the 1970s. In this Strategy Blog, we discuss why we think these parallels are exaggerated.

Our Global Advisory business is named 2022’s M&A Financial Adviser of the year for the Middle East and North Africa, Benelux and European Mid-Market.

Six additional new relationship managers will join Rothschild & Co’s Wealth Management business to accelerate growth in this region.

In November, risk appetite improved following a weaker-than-anticipated US inflation print, buoying expectations than the US Federal Reserve might slow its tightening cycle: global equities and global government bonds rallied.

The UK Autumn Statement reflected a near-term loosening of fiscal stance, perhaps a surprise given the general talk of 'Austerity II' beforehand. In this Strategy Blog, we share our thoughts on the statement.

Senior hire supports the development of our Global Mining & Natural Resources and Investor Advisory businesses.

Wintrust to expand its Investment Management business, enters into agreement to acquire North American Asset Management units from Rothschild & Co.

The world economy continues to face strong headwinds. Markets remain hopeful that central banks will soon pause the tightening campaign and give economic activity a breather, although the stubborn persistence of inflation could dampen those hopes.

At present, inflation rates have characteristics of being transitionary yet permanent, putting us at a crossroads. Will the inflation surge peak soon or will it gradually subside? It’s a matter of staying the course to see what direction inflation rates go.