Rothschild & Co Asset Management

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...

Precies een jaar is Rothschild & Co Asset Management nu vertegenwoordigd in Amsterdam. De Franse vermogensbeheerder ziet in ons land volop kansen voor een onderscheidend aanbod en treedt meer op de voorgrond.

Terwijl de centrale banken geleidelijk werken aan een normalisatie, zorgden de onvoorspelbaarheid van de nieuwe Amerikaanse president en de Europese heropleving voor een hernieuwde dynamiek op de rentemarkten.

In tegenstelling tot de consensus na de Amerikaanse verkiezingen lijkt Europa sinds het begin van het jaar wraak te nemen op Wall Street.

Launched five years ago with a focus on the transition theme, R-co 4Change Net Zero Equity Euro has upheld its ESG commitments while delivering a performance that stands out among other ‘climate’ funds.

The sector's correlation with interest rates was maintained in 2024, apart from during the summer break, when good publications from listed real estate companies helped to focus investors' attention on fundamentals.

A trade conflict with the US’s closest economic partners might begin soon, and all indications are that these actions are a start to a widening trade war.

Many associations, nongovernmental organisations and businesses have jumped on the blockchain bandwagon in order to secure and support initiatives with a social or environmental purpose.

While 2024 ends on a rather positive note for fixed-income markets, 2025 suggests that dynamics will be out of sync between different zones.

A popular sustainable investment theme, the transition is at the heart of building our sustainable investment strategy, embodied in particular by the R-co 4Change Net Zero Equity Euro fund.