Strategy Blog
Despite renewed Middle East tensions and oil price spikes, a bigger market question is whether AI investment momentum can justify soaring capital expenditure. Demand remains strong, but investors are increasingly focused on adoption, monetisation and funding sustainability, raising concerns over future earnings, valuations and capital discipline.
Awards
Global Advisory has been recognised with five prestigious awards at this year’s Euromoney's Awards for Excellence.
Strategy Blog
Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.
Press releases
Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.
Insights
The 52nd Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
Strategy Blog
Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
