Views & Convictions

Welcome to the 3rd edition of our Rothschild & Co Asset Management Swiss newsletter, specifically crafted for Swiss financial professionals. We are delighted to provide you with firsthand access to the latest views and convictions of our fund managers. In this month's edition, our Head of Fixed Income sheds light on the importance of caution in the current credit market. Additionally, our Net Zero Managers share their experiences gained since the launch of their strategies three years ago. We have also invited our Blockchain specialists to share some concrete perspectives, while our Chief Economist offers insightful macro views and analyses of monetary policies. We hope you find it informative and helpful in the context of your investment decisions.

“Caution on credit”

Banking incidents are early warning signs of the effectiveness of monetary tightening. Emmanuel Petit, Head of Fixed Income at Rothschild & Co Asset Management, believes that the real economy will soon feel the impact of the restrictive policy. He details his reasoning and how he positions himself in this interview: ?

A look back at three year of our Net Zero expertise

Swiss voters approved the Net Zero climate law at the June 18 referendum. How do Net Zero funds play a pivotal role and how do they contribute in meeting these ambitious goals? Our Equity and Credit Net Zero fund managers share their experience and lessons learned over the last 3 years since the launch of their strategies in this interesting article:

Blockchain in practice

Trying to decode and understand Blockchain? Discover our new series "Blockchain in practice" series in which we analyze the practical use of blockchain in various sectors. The 1st edition focuses on the benefits of using blockchain for companies in the luxury goods sector. Find out more here:?

Monthly Macro Insights

Recent surveys have hinted at a slowdown in economic growth, but underlying inflation is proving more persistent, pressuring central banks to hike rates further. Yet, how tightening credit conditions interact with already restrictive monetary policy stances is a key uncertainty. Our Chief Economist depicts the latest number and share his outlook:

Coming next month… The fund managers of R-co Valor and Long Run Global Equity will provide an update on their latest convictions and positioning, as well as a new curated selection of articles, papers, and interviews.

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Disclaimer

All rights reserved. It is an advertising post and should not be considered as an investment or tax advice, or as an investment recommendation from Rothschild & Co Asset Management Europe. The data mentioned in this document may change at any time. Although this document has been prepared with the greatest care from sources that Rothschild & Co Asset Management Europe believed to be reliable and in good faith, no representation or warranty, express or implied, is made as to information accuracy or completeness, which is indicative only. The information does not presume the suitability of the UCI presented to the profile and experience of each individual investor. In case of doubt, we recommend that you contact your financial or tax advisor. Before any investment, please imperatively read the key investor information document (KIID PRIIPS) and prospectus of the UCI carefully, especially its section relating to risks. Any investment is always subject to risk. Before investing, each investor must ensure the jurisdictions in which the UCI is registered. The KIID, the full prospectus as well as the net asset value (NAV)/net inventory value (NIV) are available on our website: www.am.eu.rothschildandco.com. The information presented is not intended to be disseminated and does not constitute in any way an invitation for US nationals or their agents. The units or shares of the UCI presented in this document are not and will not be registered in the United States pursuant to the U.S. Securities Act of 1933 as amended ("Securities Act 1933") or admitted under any law of the United States. These units or shares may neither be offered, sold in or transferred to the United States (including in its territories and possessions), nor directly or indirectly benefit to a “US Person” (within the meaning of Regulation S of the Securities Act of 1933) and equivalent persons (as referred to in the US "HIRE" Act of 18 March 2010 and in the FATCA provisions).

Rothschild & Co Asset Management Europe, organized under the laws of France, registered with the Trade and Companies Register of Paris RCS Paris 824 540 173. A management company licensed by the Autorité des Marchés Financiers under N° GP 17000014, having its registered office 29, avenue de Messine, 75008 Paris, France.