Rothschild & Co Asset Management

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...

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.