Macro update: polls, populists, policy and portfolios
Strategy Blog
In this strategy blog, we look at how polls, populists, policies and portfolios are affected by recent, and upcoming macro events.
Insights
Our latest economic thinking
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Sportonomics and the winners away from the arena
Thematic Insights
The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.
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Navigating wealth preservation
Perspectives podcast
What is our conclusion of the Q1 2024 earnings season? What are the benefits of active investing? And how are different asset classes performing in the current market environment? Listen to our latest Perspectives podcast to find out more.
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Stocks retrace April’s losses
Monthly Market Summary
In May, global equities rose by 4.1%, recovering April's losses, while government bonds gained 0.5%. Despite high bond yields, the Fed signaled cautious easing. Geopolitical tensions persisted in the Middle East, Ukraine, and Taiwan. Discover more in our Monthly Market Summary.
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Tariffs redux?
Strategy Blog
President Biden has raised tariffs on critical imports from China, following accusations of unfair trading practices. Falling trade barriers arguably helped foster previous spells of economic prosperity, so should investors be concerned at the return of tough tariffs?
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Is the stock market's advance too narrow?
Strategy Blog
Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?
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A conversation with the Director of The Rothschild Archive
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.
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The next mood shift
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.
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Is there ever a bad time to invest?
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’.
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