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Strategie azionarie

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Esprimere le nostre convinzioni d’investimento attraverso la selezione di titoli e l’individuazione di tematiche ad alto potenziale sui mercati internazionali.

5 mld€

di masse in gestione in strategie azionarie
18

professionisti degli investimenti
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Abbiamo sviluppato una riconosciuta esperienza nei mercati azionari internazionali ed europei grazie a un approccio di investimento basato sulle convinzioni, supportato da un’approfondita analisi fondamentale delle società.

I nostri team individuano le principali tendenze di lungo periodo e selezionano aziende in grado di creare valore nel tempo. La nostra offerta comprende strategie dedicate alle large-cap, mid-cap e small-cap, nonché strategie tematiche orientate a cogliere le trasformazioni strutturali dell’economia globale.

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Accedi al sito di Rothschild & Co Asset Management

Performance, allocazioni, reportistica, documenti regolamentari… Ritrovate tutte le informazioni sulle nostre soluzioni d'investimento sul sito Internet di Rothschild & Co Asset Management.

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    Le nostre ultime notizie

    action euro
    Investment / strategy

    Asset Management: European Equities Quarterly Strategy - October 2026

    The third quarter of 2026 ultimately confirmed two trends that may appear contradictory. On the one hand, the European economy continued to prove more resilient than expected, with a gradual improvement in activity indicators, the initial materialisation of German fiscal support measures, and strengthening earnings momentum.
    Market Commentary

    Asset Management: Monthly Macro Insights - October 2026

    Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
    Market Commentary

    Asset Management: Monthly Macro Insights - September 2026

    Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
    Market Commentary

    Asset Management: Monthly Macro Insights - August 2026

    Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
    Fixed Income
    Investment / strategy

    Asset Management: Fixed Income Quarterly Strategy - July 2026

    After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.
    CIO Outlook - 0726 EN
    Investment / strategy

    CIO Outlook - July 2026

    Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
    Tutte le nostre notizie