This is Rothschild & Co's latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory. The July edition assesses the condition of Growth Equity at the year’s halfway stage. H1 was again tough for fundraising for VC firms. Q2 though was much stronger than Q1 and into July with the mood amongst VC funds, and their fundraising, bolstered by the surge in appetite for AI related investments. AI has also been a key driver of VC deal making. AI and related businesses took four of the top six US venture deals and the largest European deal in H1 2024. The mood shift is characterised by SoftBank’s switch from defense to offense with CEO Masayoshi Son stating ‘from now on, we want to step up investments in AI companies.’ Meanwhile after June’s 3% inflation the market is pricing c100% certainty of a 25bps September US rate cut and another 25bps cut by year end, potentially boosting H2 sentiment. In this context we review the progress of our VC predictions made at the start of 2024. Read more here: https://bit.ly/3WjYKey #GlobalAdvisory #EquityAdvisory #ArtificialIntelligence #VentureCapital
Rothschild & Co
Services financiers
Paris, France 431 059 abonnés
Nous offrons à nos clients une vision unique au bénéfice de leur activité et de leur patrimoine.
À propos
Rothschild & Co est un groupe indépendant, contrôlé par des actionnaires familiaux, au cœur des marchés financiers mondiaux depuis plus de 200 ans. Avec près de 4 200 spécialistes des services financiers, sur le terrain dans plus de 40 pays, le réseau international intégré de professionnels de confiance de Rothschild & Co offre une vision pertinente et à long terme à nos clients dans le Conseil financier, la Banque privée et gestion d'actifs et Five Arrows, sa plate-forme d’actifs alternatifs. Pour plus d’informations sur le Groupe, consultez www.rothschildandco.com/fr Rothschild Martin Maurel un acteur indépendant majeur du marché de la banque privée en France avec tous les avantages et les synergies d'un groupe international, s'appuyant sur le réseau du groupe Rothschild & Co dans plus de 40 pays. Nous conseillons nos clients dans toute la France avec des bureaux à Paris, ainsi que dans les régions Rhône-Alpes, Provence-Alpes-Côte d'Azur, Nouvelle-Aquitaine et Occitanie.
- Site web
-
https://www.rothschildandco.com
Lien externe pour Rothschild & Co
- Secteur
- Services financiers
- Taille de l’entreprise
- 1 001-5 000 employés
- Siège social
- Paris, France
- Type
- Société civile/Société commerciale/Autres types de sociétés
- Fondée en
- 1798
- Domaines
- Global Advisory, Private Wealth, Merchant Banking, Asset Management, M&A advisory, Debt Advisory & Restructuring, Equity Advisory, Private Equity, Wealth Planning, Investment Management, Private Debt, Wealth Structuring et Wealth Management
Lieux
Employés chez Rothschild & Co
Nouvelles
-
Mark Sedwill, Chair of Geopolitical Advisory, talks to Bloomberg on the challenges ahead for NATO, as leaders meet in Washington for the 75th Anniversary, the potential implications of the outcome of the US election and the opportunities for the UK Government as it hosts the European Political Community meeting at Blenheim Palace. Listen Here: https://bit.ly/3W2MWfp #GlobalAdvisory #GeopoliticalAdvisory #1NATO75years
-
-
Investing is often considered a good way to preserve and grow wealth over the long term, but there are many ways you can achieve a successful investing journey. Ask yourself the following questions: • Are you an active or passive investor? • What is your investing style? • Do you want to make every decision, or hand that responsibility to someone else? Click the link below to learn more from Rothschild & Co's wealth management business in the UK about the best ways we could help you to achieve your investment goals. Read here - https://lnkd.in/gHTxXMR3 #WealthManagement #Investing #HowToChooseAWealthManager
-
Rothschild & Co's Global Advisory business hires Brandon Aebersold and Parry Sorensen as Managing Directors in North America. The senior hires bolster the firm’s Restructuring team in the United States. Read more https://bit.ly/4eXTMLS #Appointment #GlobalAdvisory
-
-
Business confidence fell at the end of Q2-24, casting doubts on the positive momentum going into the second half of the year, while rising political uncertainty adds to an already complicated conduct of monetary policy. Find out more in Asset Management's Monthly Macro Insights, by Marc-Antoine Collard https://bit.ly/3S2xX3P #AssetManagement
Business confidence fell at the end of Q2-24, raising doubts about the positive outlook for the year's second half. In the Eurozone, political instability and persistent services inflation create additional challenges. Despite falling goods and energy prices, core inflation remains high, putting pressure on the ECB to maintain high interest rates. 👉 To find out more, read the latest macroeconomic analysis by our Chief Economist Marc-Antoine Collard: https://lnkd.in/eFgZxJBs. La confiance des entreprises a chuté à la fin du deuxième trimestre 2024, laissant planer des doutes sur les perspectives positives pour le second semestre. En zone euro, l'instabilité politique et la persistance de l'inflation des services créent des défis supplémentaires. Malgré la baisse des prix des biens et de l'énergie, l'inflation de base reste élevée, ce qui pousse la BCE à maintenir des taux d'intérêt élevés. 👉 Pour en savoir plus, retrouvez la dernière analyse macroéconomique de notre Chef Economiste, Marc-Antoine Collard : https://lnkd.in/ey--bmFU
-
Rothschild & Co’s Global Advisory business and Redburn Atlantic recently hosted its inaugural annual Consumer Conference, convening a senior political leader and senior business leaders from across a range of consumer goods companies and consumer investors to discuss how they are managing their businesses in an increasingly uncertain geopolitical environment. While the global consumer goods industry has shown remarkable resilience in the face of inflation and supply chain disruptions in recent years, managing geopolitical risks remains high on the agenda of boardrooms across the consumer sector. The conference highlighted diverse perspectives on growth, innovation, and resilience in the sector, underscoring the importance of adaptability in a rapidly changing global landscape. We were proud to be joined by the then Deputy Prime Minister of the UK and CEOs of both public and private companies, including Associated British Foods, The Coca-Cola Company and its largest bottler, Coca-Cola Europacific Partners, Califia Farms, JAB (Keurig Dr Pepper, JDE Peets, Coty, Pret etc.), Olam, PAI ( Refresco, Froneri, Tropicana etc.) and Upfield, among others. #GlobalAdvisory #RedburnAtlantic #ConsumerGoods #GeopoliticalAdvisory
-
-
Plus de 230 personnes étaient réunies fin juin au CAPC, Musée d’Art Contemporain de Bordeaux, pour célébrer les 5 ans du bureau Rothschild Martin Maurel et l’inauguration de Transaction R&Co à Bordeaux. Cette chaleureuse soirée a débuté par un discours d’Alexandre de Rothschild, qui a tenu à rappeler l'importance de notre proximité et de la représentation de toutes nos expertises auprès des entrepreneurs locaux. Après un moment de musique exceptionnel interprété par le Quatuor Elmire dans la Nef du CAPC, la soirée s’est poursuivie par un cocktail dinatoire sur la terrasse dans une atmosphère conviviale et festive. Merci à tous les participants ayant contribué à cet instant mémorable. Evelyne Manalich Nold, Hugo Delas, Gilles Forget, Romain MASSIAH, Florian Vizern, Florent Francois, Catherine Devanneaux #RothschildMartinMaurel #BanquePrivée #Bordeaux
-
-
Amid a year of political changes and pivotal elections, our latest Wealth Management event in Geneva offered a thorough analysis of how global events affect financial markets and shape our investment strategies. During the afternoon, we highlighted market trends in gold, bonds and stocks, drawing on the expertise of our specialists. Thank you to everyone who joined us, contributing to a lively discussion. We look forward to continuing these important conversations with our clients and providing them with a long-term market outlook. #MarketOutlook #LongTermInvesting #WealthManagement
-
-
As we enter the second half of the year, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors. Ultimately, politics rarely exert a significant influence on financial markets. The latest Perspectives podcast from our Swiss wealth management business features Laura Künlen and Global Investment Strategist Kevin Gardiner discussing the recent European elections and their potential impact on portfolios. In light of ongoing economic growth and a disinflationary environment, they also elaborate on our current asset allocation. Listen here: Website: https://lnkd.in/eFg6vGUd Apple Podcasts: https://lnkd.in/ezPDVRX3 Spotify: https://lnkd.in/eUnuucCY #WealthManagement #Perspectives #Elections
-
-
There is an old English proverb, said to be of Lancashire origin, that families go ‘from clogs to clogs in three generations’. Clogs were shoes with wooden soles commonly worn by factory workers in the north of England during the 1800s. The proverb implies that families who become wealthy often return to their humble beginnings by the third generation. A wealth manager can help you avoid this fate, but entrusting your financial future to someone else is a big decision. You need to be confident that you're making the right choice. Click the link in the comments to read the article from Rothschild & Co’s wealth management business in the UK, to find out how you should choose a wealth manager that aligns with both your values and the values of the next generation. #WealthManagement #Investing #HowToChooseAWealthManager