News & insights.

Photography by Ludovic Minet, Four Seasons Hotel, Megève
Market flash: Slowing job market and inflation under control: The fed is still in charge

Market insights

Market flash: Slowing job market and inflation under control: The fed is still in charge

19/12/2025

•    In the United States, the latest figures confirm a slowdown in jobs creation and inflation, reinforcing expectations of further rate cuts. However, equity markets remain under pressure due to lingering doubts about AI.

•    In Europe, markets were briefly lifted by news on the Ukraine conflict.

•    In Asia, Japan stood out in a positive way. The Tankan corporate confidence survey hit its highest level in 4 years despite trade tensions with the US.

LEARN MORE Market flash: Slowing job market and inflation under control: The fed is still in charge
Outlook & Convictions - Asset Management | 1st semester of 2026

Outlook & Convictions - Asset Management | 1st semester of 2026

17/12/2025

Asset allocation: Investing amid a bubble
Benjamin Melman, Global CIO AM
 
Credit market: 2026 is set to be a strong year for credit markets!
Alain Krief, Head of Fixed Income
 
European equities:  a three-step Waltz
Caroline Gauthier, Co-Head of Equities 
 
International equities: 2026, a structural year for equities and the end of the prologue
Jacques-Aurélien Marcireau, Co-Head of Equities

Management philosophy: Decorrelate your portfolio by investing in European defence
Anthony Penel, European Equities Portfolio Manager

LEARN MORE Outlook & Convictions - Asset Management | 1st semester of 2026
Market flash: The Fed kicks off central bank meetings

Market insights

Market flash: The Fed kicks off central bank meetings

12/12/2025

•    The Fed cut rates by 25 basis points for the third consecutive time, triggering a rise in equity markets.
•    In Europe, the probability of an agreement with Russia increased after Volodymyr Zelensky said a referendum on ceding control of some Ukrainian territory could be held, which eurozone equities higher.
•    In China, exports rebounded in November while imports remained flat, a sign that Chinese domestic demand is still soft.

LEARN MORE Market flash: The Fed kicks off central bank meetings
Edmond de Rothschild AM awarded Best Regional Global Bonds Company at the 2025 Quantalys France Harvest Group Awards

Awards

Edmond de Rothschild AM awarded Best Regional Global Bonds Company at the 2025 Quantalys France Harvest Group Awards

12/12/2025

Edmond de Rothschild Asset Management was recently awarded the prize for Best Regional Global Bond Company at the 7th edition of the Quantalys France Harvest Group Awards. This award, which concludes a trophy-filled 2025, recognizes our EdR SICAV Financial Bonds and EdR SICAV Corporate Hybrid Bonds funds. These two strategies, based on proven expertise, perfectly illustrate our commitment to offering our clients innovative investment solutions that provide diversification in the fixed income markets.

Congratulations to our investment teams: Julien de Saussure, Benjamine Gouraud, Nicklaus Miguel Raminhos, Marc Lacraz, Vianney Hocquet, and Daniela Savoia.

LEARN MORE Edmond de Rothschild AM awarded Best Regional Global Bonds Company at the 2025 Quantalys France Harvest Group Awards
Edmond de Rothschild AM unveils its investment outlook for 2026
Edmond de Rothschild AM recognized at the Grand Prix de la Finance

Awards

Edmond de Rothschild AM recognized at the Grand Prix de la Finance

11/12/2025

We are delighted to announce that Edmond de Rothschild Asset Management has been awarded 3 prizes in the following categories by H24 Finance at the Grand Prix de la Finance:

•    EdR Fund Big Data: 1st prize in the “Technology Fund” category
Our thematic fund focused on Big Data, which recently celebrated its 10th anniversary, has secured first place. This is a great recognition for this pioneering strategy designed to capture the potential of data and gain diversified exposure to the technological revolution.

•    EdR SICAV Tricolore Convictions: 3rd prize in the “French Equities” category
This flagship fund illustrates our long-term expertise in the French market and the relevance of our stock-picking approach.

•    EdR Fund Human Capital, our thematic equity fund launched in 2021, won 3rd prize in the “Human Capital” category

We would like to thank the members of the Grand Prix de la Finance jury, as well as our clients and partners, for their trust and support.

LEARN MORE Edmond de Rothschild AM recognized at the Grand Prix de la Finance
Edmond de Rothschild Real Estate Investment Management makes first UK acquisition with purchase of a hotel in Stafford

Press release

Edmond de Rothschild Real Estate Investment Management makes first UK acquisition with purchase of a hotel in Stafford

08/12/2025

Edmond de Rothschild Real Estate Investment Management has acquired a hotel in Stafford in the United Kingdom, on behalf of one of its retail strategies

The asset is fully leased to Travelodge, one of the UK's leading hotel operators. The brand operates a vast network of hotels across the country and benefits from a strong position in a highly resilient sector. The remaining lease term is 18 years, offering strong long-term rental stability.

LEARN MORE Edmond de Rothschild Real Estate Investment Management makes first UK acquisition with purchase of a hotel in Stafford
Market flash: Markets wait for Father Christmas

Market insights

Market flash: Markets wait for Father Christmas

05/12/2025

•    The latest US statistics still indicate a resilient economy despite a slowing labour market, but the lack of visibility on the impact of the shutdown is likely to prompt Jerome Powell to maintain a cautious stance.
•    There are increasing signs that the Bank of Japan is preparing to raise rates when it meets on December 19. 
•    In Europe, budgetary uncertainties in France and tensions within the German coalition are fuelling political risk, yet European indices gained further ground on hopes for a peace deal in Ukraine.

LEARN MORE Market flash: Markets wait for Father Christmas
The veil is lifted on Gitana 18, the new Maxi Edmond de Rothschild
Market flash: The Ukraine-Russia talks give markets a little optimism

Market insights

Market flash: The Ukraine-Russia talks give markets a little optimism

28/11/2025

•    US economic data was mixed this week, marked in particular by a slowdown in September retail sales.
•    In the UK, the government unveiled significant tax increases which will raise its budget leeway from £9.9 to 21.7bn by 2029. 
•    With markets now factoring in rate cuts at future FOMC dates, we remain cautious on the dollar. We are also sticking with a slightly positive bias on fixed income with a preference for emerging country debt and investment grade credit.

LEARN MORE Market flash: The Ukraine-Russia talks give markets a little optimism
European sovereignty: A new core investment theme

Thematic and product insights

European sovereignty: A new core investment theme

27/11/2025

Over the past two years, the European Union has signaled a clear strategic shift, launching a series of initiatives aimed at restoring the continent’s leadership in a sustainable way.

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European small and mid caps: A driver of diversification and growth

Thematic and product insights

European small and mid caps: A driver of diversification and growth

24/11/2025

Europe is entering a new phase of massive investment, driven by historic decisions to rearm and modernize infrastructure, announced in particular by Germany and the European Commission. This decisive turning point is part of a broader drive towards reindustrialization, technological innovation, and economic sovereignty. 
At a time when investors are revising their global outlook and seeking to diversify their portfolios, the appeal of European assets continues to grow, supported by both structural themes and attractive valuations of eurozone companies, particularly compared to their counterparts across the Atlantic. 

LEARN MORE European small and mid caps: A driver of diversification and growth

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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