Global Advisory: Redburn Atlantic Review - September 2024
Curious about the trends shaping our world?
Redburn Atlantic’s latest Review examines the transformative impact of innovation, including the rapid growth of digital platforms and the future of the chip industry. It also covers the economic implications of housing in the UK, the issues of overtourism, the status of British grammar schools, and offers insights into the NHS, equity markets, and more.
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Sowing the seeds for regenerative agriculture
Insights
Within 50 years there may not be enough soil left to grow food to feed the world, and more than half of the world’s agricultural land has already degraded. In our third Sustainability Sphere we asked how companies can and individuals address these challenges?
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The easing cycle commences
Strategy Blog
The Federal Reserve has cut interest rates for the first time since March 2020. The response from markets has generally been positive, but what happens next? In this strategy blog we examine the likelihood of further interest rate cuts in the short term and beyond.
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Odd one out?
Strategy Blog
Which of the big three Western central banks is most likely to have to reverse their pending rate cuts? In this strategy blog we examine the market expectations form the Fed, European Central Bank and the Bank of England, and outline our own views.
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Rothschild & Co’s UK Wealth Management business appoints Director of Strategic Relationships
Press releases
Rothschild & Co’s UK Wealth Management business has appointed Daniela Jaume as Director of Strategic Relationships. In this newly created role, Daniela will work closely with the business’s Client Adviser teams to develop relationships and referrals with a network of lawyers, accountants, consultants, and other professional advisers, ensuring clients get the right advice when they need it.
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Asset Management: Monthly Macro Insights - September 2024
Market Commentary
Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs of a deceleration look painfully similar to a slide into recession.
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Data centres: the powerhouse fueling the digital age
Thematic Insights
The global AI market is projected to hit $407B by 2027, growing at an annual rate of 35% until 2030. To support this surge, substantial investment in data centers is essential. The challenge? Ensuring sustainable energy and resource usage in AI infrastructure.