Have markets settled down?

This summer has been anything but dull. Historically, August and September are weaker months for U.S. stock returns, but last week's global market sell-off took investors by surprise with its severity. Since then, we've witnessed a remarkable market recovery.

The latest Perspectives podcast unpacks the recent market swings and explores their implications for our strategies. The discussion also covers the unwinding of the Japanese yen and its ripple effects across global markets, as well as offering insights into what to expect from major central banks in the coming months.

Recorded on August 14th, 2024.

Subscribe to Perspectives on Apple Podcasts and Spotify. 

Read more articles

  • Zoomed in crop of a 50 euro note

    The Sick Man of Europe

    Strategy Blog

    Germany’s economy shrank in the second quarter – and is currently little bigger than it was in 2019. Two big negative supply shocks will have played a major part, but is something more fundamental at play? In this strategy blog we explore the reasons why.

  • Zoomed in image of a bank note for the Market Perspective cover

    Serious, not hopeless

    Market Perspective

    Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.

  • Facade of Rothschild & Co's New Court office in London

    Asset Management: Monthly Macro Insights - August 2024

    Market Commentary

    Weakening business confidence indices continue to cast doubts on the global economy’s resilience. Although core inflation remains above central banks’ targets, the cooling of labour markets has not gone unnoticed, prompting a major shift in policy rates projections.

  • bridge image

    Growth Equity Update

    Insights

    The August edition assesses the recent strength of the European VC market. With July also being a strong month for IPOs, with $5.5bn raised in the US. We do a deep dive on LegalTech following a recent spate of VC raises. Plus, we look at the likelihood of the Fed cutting rates in September and the possible market reaction.

  • Rothschild & Co

    The AI trade loses some steam

    Monthly Market Summary

    Global equities moved higher by 1.6% in July (USD terms), while global government bonds returned 1.8% (USD, hedged terms).

  • Rothschild & Co hires Alex Cartel as Managing Director and Head of Global Advisory, Australia

    Press releases

    In his role, Mr Carter will apply his advisory experience to clients in Australia and bring Rothschild & Co’s global platform to them.

Back to top