Insights Strategy blog: Inflation, waiting for the peak Markets have been warning about inflation for some time now. Will it be transitory or persistent? Broad-based or pandemic-driven? And when will it peak? 14/03/2022
Insights Strategy blog: Stagflation, a premature diagnosis Alongside the terrible human cost, the conflict will have an economic impact: more inflation, and less growth. 11/03/2022
Market Commentary Asset Management Europe: Newsflash No.2 – Ukraine/Russia: analysis by Didier Bouvignies In reaction to the invasion of Ukraine late last week, instead of military intervention, numerous sanctions were taken in order to isolate Russia from the rest of the world, with the goal of weakening it economically. 04/03/2022
Insights Private debt: An All-Weather investment strategy What happens to the private debt asset class when interest rates rise? We explore the concept of an all-weather investment strategy. 03/03/2022
Insights Monthly Market Summary: February 2022 Hard hit by the Ukraine crisis equities ended the month down -2.6% (in USD terms), alongside global government bonds, -2.1% (in USD, unhedged). 02/03/2022
Insights Strategy blog: Oil prices in context Russia's invasion of Ukraine and the resulting sanctions have shaken the oil markets and pushed prices upwards. What can be expected next? 01/03/2022
Press releases Rothschild & Co: 2021 – Full year results release Record 2021 full-year results across all three businesses supported by strong market conditions. 28/02/2022
Market Commentary Asset Management Europe: Newsflash - Ukraine/Russia: analysis by Didier Bouvignies The precipitous turn for the worse in the geopolitical situation and its consequences on the financial markets calls for a careful analysis. 25/02/2022
Market Commentary Market Perspective This edition delves into the relationship between interest rates, markets and the global economy, and how this may help control inflationary pressure. Kevin Gardiner Victor Balfour 21/02/2022