Market Analysis
24/05/2022
Equity and bond markets have been severely undermined by rising real rates, persistently high inflation and worsening economic prospects. The sell-off has been impressive but we still detect no advance indicators suggesting we should seize the numerous opportunities that have emerged. We prefer to remain defensive.
News
23/05/2022
The thought of “Leaving the party while you’re still having fun” is going through the heads of several generations of entrepreneurs and business leaders, across all sectors and industries. And while their reasons may vary, the outcome does not.
Market Analysis
20/05/2022
An initially calmer week turned negative after the worse US sell-off in 2 years dragged down every other market.
Analysis
16/05/2022
Technology has corrected sharply since the beginning of the year and the sell-off may not be over.
Market Analysis
13/05/2022
The much-awaited US consumer price index was higher than expected but came with a few surprises. Inflation decreased from 8.5% to 8.3%. Energy prices decelerated.
Market Analysis
09/05/2022
After the May 4 FOMC, Jerome Powell announced a 50bp rate hike and the beginning of quantitative tightening (QT) in June for $47.5bn ($30bn in Treasuries and $17.5bn in MBS).
Market Analysis
29/04/2022
The post-election lull in France quickly petered out as various negative factors combined to sour the mood.
Press Release
27/04/2022
Technology has corrected sharply since the beginning of the year and the sell-off may not be over. Jacques-Aurélien Marcireau, Co-Head of Equities, and Xiadong Bao, International Equity Fund Manager, take a closer look at this brutal plunge.
Market Analysis
22/04/2022
The TV debate between the two remaining contenders for France’s presidential election had no impact on opinion poll trends. Emmanuel Macron is still leading Marine Le Pen by 4 points.
Press Release
22/04/2022
Subscriptions to the new financial instrument resulted in a donation to Imagine for Margo, a charity organisation that promotes research on paediatric cancers.
Market Analysis
22/04/2022
The TV debate between the two remaining contenders for France’s presidential election had no impact on opinion poll trends. Emmanuel Macron is still leading Marine Le Pen by 4 points.
Press Release
21/04/2022
The Edmond de Rothschild Group is pleased to welcome Saman Habibian and Manuel Sturm to the Group, with the aim of growing Private Banking activities in the Middle East.