Perspectives podcast
In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ever-changing world.
Strategy Blog
Cash is offering competitive returns to investors for the first time in years. But does it ever ultimately pay to avoid the stock market altogether? In this blog we crunch the numbers to find out whether ‘time in the market’ really does beat ‘timing the market’.
Market Perspective
In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.
Strategy Blog
The dollar’s current upward momentum looks to have been underpinned by relatively strong US growth. We examine the ‘dollar smile’ theory, which seeks to explain when we should expect strong performance from the greenback, and the impact for investors.
Perspectives podcast
Market sentiment has recently shifted, and geopolitical tensions have re-escalated in the Middle East. Join our Global Investment Strategists to explore whether the "higher for longer" scenario regarding interest rates has returned.
Monthly Market Summary
Global equities declined by 3.3% in April (USD terms), alongside government bonds which fell by 1.5% (USD, hedged terms).
Market Commentary
Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.
Market Perspective
Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.
Strategy Blog
The events of the last couple of years have dramatically increased the geopolitical temperature, shifting the political discourse in favour of security. In this blog we examine the evolving nature of defence and military equipment, and what it could mean for investors.
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