Our Multi-Asset & Overlay strategies allow clients to benefit from the advantages and opportunities of a wide range of asset classes and market instruments.
Edmond de Rothschild draws on proved expertise across the main asset classes, and its capacity to use hedging tools, to offer client-specific investment solutions.
Driving capital growth
Building capital with a multi-asset strategy combining the key features and advantages of several asset classes.
Flexible investment across the fixed income universe
Placing bond allocation & selection in the hands of specialists, to benefit from a flexible approach across all market segments.
Equity risk management
We seek to weather various equity market configurations, capturing upsides with an active overlay to reduce drawdowns and hedge tail risks.
Managing specific market-related risks
Classic active-overlay strategies that integrate hedging tools to protect your portfolio.
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.