Insights

The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.

Today, private debt has become a must-have alternative to bank loans for intermediate-size companies, and especially those interested in consolidating their market position and needing to use their cash to fund acquisitions.

Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.

The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook

Cash interest rates are expected to fall after rising in recent years, making the stock market a more enticing prospect. We examine the power of compounding, the volatility of the stock market and whether you should move your wealth from stocks to cash.

Stock indices rose to record levels across the globe, including the S&P 500, Euro Stoxx 600 and Nikkei 225. Regional and sector returns broadened in February, though ‘growth’ stocks continued to lead the market higher.

Regional divergence remained significant at the end of 2023. Although the impacts of high interest rates and the withdrawal of fiscal support are expected to weigh on growth in 2024, investors are keeping their sanguine outlook as they foresee fast interest rate cuts. Yet, resilient labour markets and renewed pressures on supply chains could require a tighter monetary policy stance than expected, upsetting investors’ high hopes.

The theme of US outperformance continued in January – the S&P 500 briefly rose to a record high. ‘Growth’ and ‘cyclicals’ led the market higher, with the ‘Magnificent Seven’ stocks outperforming.

In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.

2024 is set to be a year of record-breaking elections. But what else should investors be on the lookout for this year?

It can be difficult to for entrepreneurs to know when to sell a business. In this article we discuss how to find the right time to conduct a business sell, how to avoid the most common mistakes and examine the different sale options available to company owners.

If you’ve received a large sum of money from the sale of a business, an inheritance or a sudden windfall, here are the options for your cash in the short term

The US regulator has approved the first Bitcoin ETF, but will this move signal the end of the cryptocurrency ‘boom and bust’ cycle? We examine the changing role of crypto, and whether it should be considered a digital currency or an investment opportunity.

Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In this episode we delve into his journey.

Global equities rose again in December (+4.8% in USD terms), alongside government bonds (+2.9% in USD, hedged terms).

Fading inflation, a recovery in asset prices and renewed economic growth ensured 2023 was a much better year for most investors than 2022. We examine the trends and stories that most affected investors last year, and give our outlook for the coming 12 months.

At the start of a new year it’s natural to think about our hopes and ambitions, but very few goals will be achievable without help and support from others. In this Quarterly Letter we discuss how and why we seek to build strong relationships.

Amid a mixed economic outlook, female founders share the biggest challenges and opportunities facing their businesses in the coming year.

Economic growth in advanced economies has been very weak in Q3-23, but the US was the notable exception, giving the impression the global economy remained resilient. Are we on a path of ‘immaculate disinflation’, or is the fall in inflation increasingly the reflection of a deteriorating economy?

How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle?

After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.

Global equities rebounded by 9.2% in November (USD terms), as did global government bonds by 3.0% (USD, hedged terms).

The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.

Entrepreneurs innovating in climate technology face a major challenge when scaling their business. Larger companies are natural partners for these innovators. We believe there’s a multi-decade opportunity to invest in companies enabling the path to a ‘net zero’ economy.

Sustainability has always been a fundamental investment issue. Here we outline the Rothschild & Co approach to sustainability in the investment process and the factors that can affect a company's intrinsic value and thus returns.

The last few months have seen global consumer confidence dip back to still-depressed levels, while business confidence has weakened in most countries. Still, investors remain somewhat optimistic as they foresee the resilience of the global economy amid the end of the monetary tightening.

What is life at the investment helm like? What are the skills needed to be a CIO? And what does the current investment environment look like?

Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.

In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.

As a complement to public equity, private markets have evolved significantly in recent decades and their popularity continues to grow.

In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.