Edmond de Rothschild

What is the outlook for volatility on US equities?   Following Trump's announcements of potential tariff hikes on China, the volatility of US equities has risen sharply.   Guilhem Savry, Head of Strategy Research, asserts that solid fundamentals continue to support the market, thanks to a mix of accommodative fiscal and monetary policies, significant wealth effects, and an unprecedented investment cycle. Despite last week's declines, innovation-driven momentum persists, with the S&P 500 achieving 28 new records. #MarketViewOfTheDay #USEquities

Is the AI bubble about to burst? As AI companies are expected to invest trillions of dollars in data centers infrastructure over the next few years, investors start to question whether these massive capital expenditures will truly be profitable and sustainable. • Will these massive capital expenditures be able to generate the high returns expected by the markets? • How will companies successfully monetise their AI tools to ensure a sufficient return on investment? Nicolas Bickel, CFA, Group Head of Investment Private Banking & CIO, highlights that there is at this stage a limited risk of a bubble bursting, at least in the short term, since historically bubbles burst under several circumstances, such as higher interest rates and decelerating sales growth forecasts, that are not yet here. The Technology sector could however remain sensitive due to its historically high valuations and increasing investor expectations. In this regard, the upcoming quarter's earnings season will offer further insights for investors regarding future sales and profit growth trajectories.                                #MonthlyCIOVIew #AI 

What key role do private markets play in building enduring wealth? Nicolas Bickel, CFA, Group Head of Investment Private Banking, and Matthieu George, CFA, Head of Private Equity Allocation, were interviewed by John Shaffer from Citywire to discuss how private markets can strengthen portfolio diversification and resilience for private banking clients. At Edmond de Rothschild, we believe that finance acts as a catalyst for delivering long-term returns, benefiting our clients as well as society. Read the full interview: https://lnkd.in/eVGnnwdM #ExpertOpinion #PrivateMarkets

Chaque automne, la forêt du Domaine des Trente Arpents, propriété familiale depuis plus de cent ans, s’anime d’un spectacle unique : celui du brame du cerf. Pour vivre cette expérience fascinante, nous avons eu le plaisir de convier nos clients et amis, le temps d’un moment rare, à l’écoute de la nature, suivi d’un dîner au feu de bois.  Une parenthèse hors du temps, où la convivialité et l'authenticité se mêlaient à la beauté des lieux et de la vie sauvage.  #EdmonddeRothschild Edmond de Rothschild Heritage

Are AI investments fueling a bubble? Major investments into AI infrastructure have been highlighted lately, including Nvidia announcing potentially USD 4 trillion in AI infrastructure spend by 2030. This has led to another strong performance of AI stocks but also questions on the sustainability of their performance. Nicolas Bickel, CFA, Group Head of Investment Private Banking & CIO, emphasises that upcoming earnings reports will be key to gauge the sales and earnings momentum for AI firms in order to assess the sustainability of their valuations. #MarketViewOfTheDay #AI #MarketBubble

Johnny el Hachem, CEO of Edmond de Rothschild Private Equity, has been interviewed by Julianna Tatelbaum from CNBC to discuss the importance of the small and mid-market companies, and how to successfully allocate capital amid global uncertainties. He emphasised that, in the European context, small and medium-sized enterprises (SMEs) are particularly well equipped to cope with global challenges, as they are rooted in fundamentals, more agile, and less dependent on market fluctuations. Watch the full interview: https://lnkd.in/er3WY_6M #EdmonddeRothschild #PrivateEquity   

We are proud to see our CEO, Ariane de Rothschild, once again named among the Financial News 100 Most Influential Women in European Finance 2025. This recognition celebrates both her leadership and commitment to shaping Edmond de Rothschild as a distinctive, trusted Investment House at the heart of a unique entrepreneurial ecosystem. We are honoured to see her influence and impact recognized once again. #EdmonddeRothschild #WomenInFinance

Derniers jours des Voiles de Saint-Tropez, terrain de jeu des géants des mers... Heureux d’avoir remis le Trophée Edmond de Rothschild au vainqueur de la catégorie des Maxis 1. Il y a quarante-cinq ans, l’un des rêves du Baron Edmond de Rothschild devenait réalité, lorsqu'il crée la classe des Maxis à la Nioulargue, qu'il remporte aux côtés d'Harold Cudmore avec le Gitana VIII. La victoire est un art. #EdmonddeRothschild

Trophée Edmond de Rothschild C'est avec un immense plaisir qu'Ariane de Rothschild et le skipper du futur Gitana 18, Charles Caudrelier ont remis le Trophée Edmond de Rothschild - Maxi 1, à l'armateur et à l'équipage de 'V', lors des voiles de Saint Tropez, récompensant l'excellence, l'audace et la maîtrise sur l'eau. Un trophée unique en son genre a été réalisé pour l'occasion, à partir du carbone du futur Maxi Edmond de Rothschild dont la révélation aura lieu en décembre à Lorient, après plus de 20 mois de chantier. Une belle illustration de ce qui nous anime depuis 150 ans : l'art de la victoire et du dépassement de soi. #VoilesdeSaintTropez #EdmonddeRothschild #Gitana #MaxiYachts Réalisation du trophée : Karbon Gitana / PolaRYSE

At Bloomberg's London headquarters, Ariane de Rothschild shared her vision for leading a family business with purpose during her conversation with Francine Lacqua. This inspiring talk covered a wide range of themes:  - Driving change and shaping culture in banking with an entrepreneurial spirit. - How a resolute sense of purpose drives Edmond de Rothschild’s unique private markets capabilities. - Engaging with clients in today’s complex environment. - The future of banking and technology, inspired by the aspirations of the next generation. Through this discussion, Ariane de Rothschild shared her vision of "Rooted Luxury", a distinct culture that unites all our activities through excellence, disciplined execution, paired with enduring values, authenticity, and deep roots. Full interview : https://lnkd.in/e_V_wBEr #EdmonddeRothschild