Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies, General Partner and CIO at Rothschild & Co Asset Management, reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.
Geoffrey will bring more than 25 years of leadership experience to his roles as Group Chief Technology and Operations Officer (CTOO) and CTOO for our Wealth and Asset Management business.
What is investment risk and how do we manage it?
We manage investment risk through disciplined portfolio construction, diversification, liquidity management and continuous oversight, balancing risk and return to build resilient portfolios designed to preserve and grow wealth over time.
Rothschild & Co’s Swiss Wealth Management business wins ‘Best Private Bank for Succession Planning in Switzerland’ at Global Private Banking Awards 2026
Rothschild & Co Wealth Management Switzerland has been recognised at the renowned Global Private Banking Awards 2026, as ‘Best Private Bank for Succession Planning in Switzerland’.
Asset Management: Monthly Macro Insights - November 2026
Resilient global growth masks an increasingly challenging environment shaped by persistent inflation, high interest rates, geopolitical tensions, fiscal pressures and strong AI investment.
The Midterms
A Democratic sweep may increase political gridlock, but history suggests limited market impact, with resilient US growth, strong corporate profitability and consumers remaining more important drivers for investors.
A quiet budget that may still change the landscape
The 2026 Budget brought limited headline change but potentially significant long-term implications, particularly for business owners, property investors and savers, through higher tax rates, new Founders Relief and company reforms.