Views & Convictions

Welcome to this edition of the Rothschild & Co Asset Management newsletter, tailored for our Swiss investors. In this month's issue, we’re excited to share the latest insights from our fund managers following recent central bank decisions around the globe. This edition features perspectives from our Fixed Income Fund Managers and our Chief Economist. We hope you find their analysis informative and valuable as you read through.

Do lower rates really mean more opportunities?

While both the ECB and the Fed have just begun to normalize their monetary policies, the pace and scale of this movement remain uncertain given the economic fundamentals. How should fixed income investors approach this new environment? Emmanuel Petit and Philippe Lomné, fund managers of R-co Conviction Credit Euro, share their analysis.

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Understanding changes in monetary policy and their impact on bond markets

Has the normalization of monetary policy finally begun? What are the consequences for financial markets? Emmanuel Petit, Managing Partner & Head of Fixed Income, gives his insights in this short video.

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Latest monthly Macro Insights from our Chief Economist

Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs of a deceleration look painfully similar to a slide into recession.? Our Chief Economist unveils his latest outlook.

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Disclaimer

Source : Rothschild & Co Asset Management, 31/09/2024.

Investing in any of the mentioned funds above involves risk, including loss of capital. Before investing, it is imperative to carefully read the PRIIPS DIC and prospectus of the UCI, and more particularly its section on risks and fees, available on the Rothschild & Co Asset Management website: am.eu.rothschildandco.com To find out more about the risks associated with this fund, please refer to its prospectus, available on our website. The Rothschild & Co Asset Management funds (hereinafter referred to as the "Funds") presented in this document are funds governed by French law; they are approved by the FINMA for distribution to non-qualified investors in or from Switzerland. This advertising communication is not an invitation to subscribe to any of the Funds described herein; it does not replace the Fund's prospectus and is provided for information purposes only. Rothschild & Co Asset Management does not guarantee in any way the evolution of performance and cannot be held responsible for any decision taken on the basis of the information contained in this document. Investing in one or more units, shares or stocks of a Fund is not without risk. Rothschild & Co Asset Management recommends that subscribers request additional information, in particular regarding the suitability of the Funds' characteristics for their needs, by calling either the Funds' Representative in Switzerland as indicated below, or their usual financial advisor, or Rothschild & Co Asset Management before making an investment decision. Rothschild & Co Bank AG (Zollikerstrasse 181 - CH-8034 Zurich - Switzerland) has obtained from the FINMA the authorisation to distribute the Funds to non-qualified investors in or from Switzerland; Rothschild & Co Bank AG is also appointed as representative (the "Representative") and paying agent in Switzerland. The Regulations or Articles of Association, the Prospectus, the Key Information Documents, the annual and semi-annual reports of the Fund for Switzerland can be obtained free of charge from the Representative in Switzerland. Investors should read the prospectus before subscribing to any units or shares of the Funds. Announcements to investors in Switzerland concerning Rothschild & Co Asset Management or the Funds will be published on the authoritative electronic platform www.fundinfo.com . Issue and redemption prices or net asset values with the mention "commissions excluded" will be published daily on the electronic platform www.fundinfo.com. Rothschild & Co Asset Management , 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.