We use a fundamental, top-down approach aimed at processing and anticipating global macroeconomic developments. Our objective is to achieve optimal diversification, in order to build efficient portfolios and to actively control risk.
Michael Nizard
Head of Multi-Asset & Overlay
We use a fundamental, top-down approach aimed at processing and anticipating global macroeconomic developments. Our objective is to achieve optimal diversification, in order to build efficient portfolios and to actively control risk.
Michael Nizard
Head of Multi-Asset & Overlay
Edmond de Rothschild Asset Management deploys an investment-led approach, bringing together complementary teams to offer investors exposure to many market segments within the Multi-Asset & Overlay division. The investment team creates strong synergies and interacts with all our equity and fixed income portfolio managers.
Our strategies allow investor to benefit from the advantages and opportunities of a wide range of asset classes and market instruments. The investment process is based both on conviction and on tactical and flexible investment management.
We draw on our proven expertise across the main asset classes and our capacity to use hedging tools to offer various investment solutions designed to meet specific investor needs.
Innovation is at the heart of our strategy. Our commitment is reflected in periodic strategic reviews of our processes, continuous enhancement of our tools, and by the introduction of new approaches & strategies.
Market insights,
11/03/2025
The first weeks of Donald Trump’s mandate are unfolding at a staggering pace and in chaotic fashion, leaving observers increasingly stunned. And yet, events are proceeding as planned according to his programme. Donald Trump is doing what he said he would.
Market insights,
07/03/2025
There are decades when nothing happens, and there are weeks when decades happen. This is how one might sum up the general impression after the events of the past week, so profoundly have they upset geopolitical, economic and financial balances. The scene of tensions between V. Zelenskyy and D. Trump on Friday February 28 symbolized the break-up of the Atlantic alliance and the end of the peace dividend on which Western economies and financial markets have prospered in recent decades, leading Germany to overturn its entire fiscal and constitutional framework in order to gain the means to acquire strategic independence from the United States.
Market insights
21/02/2025
• Hopes of a resolution to the Ukrainian conflict buoyed European equities at the beginning of the week, but Donald Trump's tariff announcements and criticism of Zelensky then caused European and Asian stocks to fall.
• Donald Trump threatened to escalate the trade war with additional taxes on cars, semiconductors and pharmaceuticals.
• The FOMC minutes revealed concerns that Donald Trump’s trade and migration policies might fuel inflation.
Market insights
05/02/2025
Benjamin Melman, our Global CIO AM, shares his insights for the upcoming months, focusing on major asset classes, essential themes, and priority regions as we enter the new year.