Rothschild & Co Asset Management

Trade agreements, resilient earnings and falling rates: the drivers of the summer stock market rebound.

Van Amsterdam tot Parijs – Actief beleggen met Convictie

With yields tightening on the fixed income markets, where can opportunities be found and how can they be seized when they arise?

Over the summer, the major global equity markets in the United States, Europe, and China rose steadily. France was the only real exception, once again penalised by its political situation.

The decarbonisation of energy is essential in order to achieve greenhouse gas emission targets. While the creation of a new "green" interest rate driven by central banks is among the potential solutions, it remains complex and fraught with obstacles.

As the ECB nears the end of its monetary easing cycle, it is becoming increasingly out of sync with the Fed.

The recovery in the property investment market signals a gradual return to growth in the sector. With no further significant rise in long-term interest rates, this shift should be reflected in the valuation of listed real estate companies.

While the environment remains fraught with uncertainty, credit market yields and persistently solid corporate fundamentals continue to offer investors attractive prospects.

Subordinated financial bonds are a unique asset class and a historic performance driver for our Fixed Income expertise, with particularly attractive characteristics in the current environment.

Over the course of the quarter, the indecisiveness of the new Trump administration weighed on the confidence of both US consumers and businesses. The latest decisions on tariffs heightened these concerns...