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.
Monthly Market Summary
La renta variable mundial subió un 2,5% en agosto (en USD), mientras que la deuda pública mundial se revalorizó un 1,0% (en USD, con cobertura).
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.
Monthly Market Summary
La renta variable mundial subió un 1,6% en julio (en USD), mientras que la deuda pública mundial se revalorizó un 1,8% (en USD, con cobertura).
Investment Views
As the 33rd Olympic Games kick off in Paris, we explore the experience of winning gold, high-stakes preparation, and retirement from sports through an interview with Britta Heidemann, the first female fencer to achieve the 'golden triple.'
Monthly Market Summary
Las mega-capitalizaciones estadounidenses lideraron un avance concentrado en los mercados bursátiles de junio, mientras que el anuncio del presidente Macron sobre elecciones anticipadas añadió incertidumbre a los mercados europeos.
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.
Monthly Market Summary
La renta variable mundial subió un 4,1% en mayo (en USD), mientras que la deuda pública mundial subió un 0,5% (en USD, con cobertura).
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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