Le nostre notizie

The current challenge for central banks is to restore low and stable inflation, while preserving financial stability and averting a recession. A task that looks less likely now than a few months ago.

The investment mood has darkened since May’s Market Perspective. Objectively, however, little has changed. Within this edition, we discuss the risks still being posed by the Ukraine conflict, why the US economy is closer to a technical recession than we first thought and the volatility within markets.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Volatility remained elevated across stocks and bonds. Global equities fell sharply, briefly touching a new year-to-date low mid-month, alongside global government bonds.

While the overriding narrative often deems ‘sticking to one’s guns’ as an admirable choice, as investors, we recognise the value of altering one’s approach where necessary. In this Quarterly Letter we discuss the language and psychology behind this phenomenon, and why changing your mind is so essential to long-term investing.

Senior hire provides leadership and expands sector coverage to drive the firm’s growth in the Canadian market.

Rothschild Martin Maurel has won the Silver Award for Positive Finance awarded by Leaders League and Décideurs Magazine.

Rothschild & Co announced that Michael Buchbinder and Patrick Mastan are joining its Global Advisory business as Managing Directors in the Technology team. These senior hires represent the expansion of Rothschild & Co’s Technology sector team in the U.S., which is led out of its Los Angeles office, to expand sector coverage on the East Coast.

While dramatic daily fluctuations in stock market indices are alarming, the current volatility in bond markets is perhaps even more concerning. In this Strategy Blog we examine the relationship between these asset classes amid this challenging investment landscape.

Investors still hope the Goldilocks scenario of moderating inflation and supply-led growth will emerge in H2 2022, although the recent trends in bottlenecks and the labour market call for caution.

Capital markets were volatile through May. After the longest series of weekly losses for major equity indices since 2001, equities recovered by month-end, while regional bond yields diverged.