News & insights.

Photography by Ludovic Minet, Four Seasons Hotel, Megève
Short-duration credit: a defensive approach to optimize the return/risk ratio

Thematic and product insights

Short-duration credit: a defensive approach to optimize the return/risk ratio

19/02/2026

  • Controlled exposure to credit risk through a selection of solid issuers (BBB–BB).
  • An important investment grade base, with a minimum exposure of 30%, which helps structure the risk profile.
  • A ladder-style maturity structure, with around 20% of the portfolio maturing each year between the first and fifth years, in order to maintain liquidity and the ability to reposition throughout the cycle.
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Edmond de Rothschild REIM’s Euro Industrial Real Estate Strategy makes three acquisitions and one disposal

Press release

Edmond de Rothschild REIM’s Euro Industrial Real Estate Strategy makes three acquisitions and one disposal

19/02/2026

Edmond de Rothschild Real Estate Investment Management, on behalf of its Euro Industrial Real Estate fund, has acquired three new warehouse properties for a combined value of €29.8 million and successfully disposed of an asset for €7.2 million. 

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Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

Press release

Edmond de Rothschild Asset Management raises nearly €5.5 billion in 2025, marking its fifth consecutive year of positive inflows

18/02/2026

- Net inflows of €5.4 billion in 2025 and €17.5 billion cumulatively over five years, bringing assets under management to €107 billion.
- Strong commercial momentum across all geographies, with diversified inflows across different asset classes. 
- Major strategic developments to come in 2026

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Investing in Global Resilience: Edmond de Rothschild’s approach

Videos and Podcasts

Investing in Global Resilience: Edmond de Rothschild’s approach

13/02/2026

By Aymeric Gastaldi, Lead Portfolio Manager – EdR SICAV Global Resilience at Edmond de Rothschild AM (France)

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Market Flash: Markets weigh a geopolitical truce and conflicting data

Market insights

Market Flash: Markets weigh a geopolitical truce and conflicting data

13/02/2026

•    This week's US data were mixed and led to some interest rate volatility.
•    In Europe, European leaders argued for structural reform, thereby driving expectations of a “European wake-up call”. Simultaneously, the Banque de France forecasts resilient French growth in the current quarter.
•    In Japan, Sanae Taikaichi’s resounding electoral win gave her an absolute majority in parliament and could help her roll out a programme which includes tax cuts and higher investment.

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Letter from the CIO AM : Market rotation offers attractive opportunities

Market insights

Letter from the CIO AM : Market rotation offers attractive opportunities

12/02/2026

The US market is rebalancing, notably in favor of small-cap stocks, as it begins to penalize the heavy AI investments by tech giants whose profitability is uncertain.

The sharp drop in the software segment is deemed disproportionate. The market is underestimating the diversity of companies in the sector and ignoring the Jevons paradox, according to which lower costs related to AI will stimulate software demand.

In this context, we are increasing our exposure to emerging market and Japanese equities. In fixed income, we favour financial bonds, emerging market debt, and corporate hybrids, focusing on short and intermediate maturities.

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From globalization to resilience: A new market framework

Thematic and product insights

From globalization to resilience: A new market framework

10/02/2026

Since Donald Trump came to power, geopolitical tensions have escalated, calling into question alliances that were once considered set in stone. This was expressed openly by several leaders at the World Economic Forum in Davos at the end of January. Canadian Prime Minister Mark Carney gave a speech described as historic, calling for the formation of an “alliance of middle powers” capable of exerting influence between rival blocs. Emmanuel Macron, for his part, denounced “a world now governed by the law of the strongest” and stressed the urgent need for far-reaching reform of the European Union so that it can emerge as an autonomous strategic power. These statements, delivered in a location emblematic of globalization, highlighted the growing gap between yesterday’s international order and the one now taking shape.

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WealthBriefing Swiss Awards 2026 – Double win for Edmond de Rothschild

Awards

WealthBriefing Swiss Awards 2026 – Double win for Edmond de Rothschild

09/02/2026

This double distinction honours our leadership in sustainable investing.

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Corporate Hybrid Debt Market: state of the union one year after Moody’s shift

Thematic and product insights

Corporate Hybrid Debt Market: state of the union one year after Moody’s shift

09/02/2026

One Year On, Time for a first assessment

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Market Flash: The calm above the storm

Market insights

Market Flash: The calm above the storm

06/02/2026

•  Concerns over massive investment needs in AI mounted over the week and resulted in steep falls for US tech giants.

•  Kevin Warsh's appointment as Fed chairman weighed on sentiment because of his calls to structurally shrink the Fed’s balance sheet.

•  In Europe, Christine Lagarde continues to express confidence in the current monetary stance despite below-target inflation, while several ECB members warn of the disinflationary and restrictive impact of the euro's appreciation on financial conditions.

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Semiconductors versus software : reversal of polarities?

Market insights

Semiconductors versus software : reversal of polarities?

05/02/2026

Historically, the roles were clearly defined: semiconductors were associated with cyclicality and close sensitivity to the macroeconomic cycle, while software was driven by secular, structural growth.
Today, we are witnessing a reversal of roles. The software industry has matured, and the laws of gravity and economics are beginning to apply, especially as software now represents a significant share of corporate budgets. At the same time, the semiconductor world has temporarily detached itself from economic reality, buoyed by a super cycle that combines technological disruption with excessive ambitions, reinforced by a textbook case of the prisoner’s dilemma .

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Market flash: Donald Trump is busy on all fronts

Market insights

Market flash: Donald Trump is busy on all fronts

30/01/2026

•    After reaching a compromise agreement with the EU on Greenland, Washington is now threatening to increase tariffs for Canada by 100% as punishment for seeking closer ties with China.
•    The Fed left its rates unchanged as expected even if two FOMC members voted for another cut.
•    In the eurozone, PMIs are back in expansionary territory and lending is increasing, suggesting that a recovery may be taking shape.

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Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

Welcome to Edmond de Rothschild Asset Management

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