Outlook
& news.

•    In the absence of adecisive diplomatic progress, markets are swinging between worry and renewed optimism. The high volatility in interest rates reflects uncertainty over the trajectory of prices and central bank policy.
•    Despite contracting PMI, the prospect of less aggressive tightening by the ECB is supporting European equities, with defensive stocks, utilities, telecoms and IT outperforming.
•    Activity in the US remains solid, driven by the manufacturing sector. However, several sectors (industry, energy, consumer goods) are underperforming and the technology sector has seen profit-taking.

We are honored to be featured among the top of Europe's Best Employers 2026, published by the Financial Times and Statista, for the second consecutive year.

The latest edition of our Outlook & Convictions, a publication by the Private Banking Investment team and our Group's experts. 

Edmond de Rothschild Asset Management has won two awards at the 2026 Grand Prix des Sicav, organised by Mieux Vivre votre Argent magazine.

Edmond de Rothschild Asset Management, the conviction driven investment house, has entered into a strategic distribution agreement with DAVINCI Trusted Partner, an independent distributor focused on the wealth segment in Latin America and the US offshore space.

Edmond de Rothschild, acting as mandated lead arranger, successfully signed the facility agreement with a consortium of international financial institutions, underscoring Milence’s successful entry into the broader capital markets.

Edmond de Rothschild announces the appointment of Norbert Becker as Chairman of the Board of Directors of Edmond de Rothschild (Europe). 

Logistics has been one of the best performing sectors within European real estate in recent years, as the rise of e-commerce drives demand for distribution hubs and urban warehouse facilities.

In a world economy defined by a rapidly progressing energy transition, decarbonisation, there are no shortage of opportunities to provide debt financing for infrastructure projects.

•    US equity markets are once again banking on a scenario of sufficient growth and contained inflation, favouring technology and semiconductors, while defensive sectors are being shunned.
•    The record fall in crude oil stocks and the possibility of a prolonged blockade of the Strait of Hormuz show that the US is using up its safety margin without addressing the structural risk of a lasting energy shock.
•    In the eurozone, core inflation is falling but consumer confidence has dropped to its lowest level since the Covid crisis

Edmond de Rothschild Corporate Finance conseille Altur Investissement et les dirigeants-actionnaires du groupe POMPES FUNÈBRES DE FRANCE dans le cadre de sa cession au groupe OGF

Following our previous editorials, “Cheaper, baby, cheaper” and “Jobs, baby, jobs,” the latest developments in the war in Iran have brought the urgent need for energy security in Europe and elsewhere to the forefront. In China, the initial announcements last March regarding the 15th Five-Year Plan (2026–2030) continue to emphasize renewable energy, electrification, and energy storage, but also look ahead to e-fuels and hydrogen. These Chinese programs have industrial, environmental, and security/sovereignty ambitions.