Strategy Blog
Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
Insights
In elite sport, as in investing, long-term success is rarely decided by single moments. What matters more are discipline, focus, and the ability to remain calm under pressure.
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.
Press releases
Rothschild & Co appoints Lucy Baldwin as Global Head of Equities
