Strategy Blog
Despite unresolved conflict and high human costs, markets rebound as investors look beyond short-term risks. Economic data and earnings remain resilient, oil shocks appear contained, and longer-term outlooks seem largely unchanged—for now, for equities overall.
Strategy Blog
Despite political uncertainty and a sluggish economy, UK equities have outperformed. This reflects index composition: globally focused energy, financials and materials firms benefiting from sector trends, while limited technology exposure explains past underperformance and clouds the durability of recent gains.
Awards
Rothschild & Co has been named Best M&A Bank in Western Europe, Best Investment Bank in the UK, World's Best Investment Bank for Healthcare, Best Investment Bank for Metals & Mining in Western Europe by Global Finance
Press releases
Rothschild & Co acted as lead financial adviser to ABF on its ~£15bn demerger of Primark and FoodCo
Strategy Blog
Despite war, blockades and oil near $100, global equities hit highs. Stagflation fears echo 1973 and 2022, but today’s shocks look smaller and shorter-lived. With earnings resilient and rates nearer neutral, markets may keep looking past geopolitical risks for now.
Press releases
Rothschild & Co is delighted to announce the appointment of Ilga Haubert to lead its UK Wealth Management Investment Team. As Head of Investments, Ilga will oversee the firm’s investment strategy and the continued delivery of its distinctive investment proposition for clients. She will report to UK Wealth Management CEO, James Morrell, and become a member of the UK Wealth Management Committee, in addition to holding Senior Managers & Certification Regime (SMCR) responsibilities for the Investment Team.
