Redburn Atlantic

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

The latest edition of the Redburn Atlantic Review is out now. Melissa Davies explores AI's economic impact, Peter Low argues the European Oil Majors' discount to US peers is broadly justified, Geoff Lowery takes the pulse of Sportswear and Kyriaki Koutta, CFA Koutta shines a light on indie beauty brands.

The consumer goods industry has faced significant upheaval in recent years. Looking ahead, the sector must navigate a complex landscape influenced by rising geopolitical tensions, global elections, climate change, and the advent of AI. Rothschild & Co’s Global Advisory business and Redburn Atlantic were honoured to convene CEOs from some of the largest consumer goods companies in the world to discuss how they are navigating these uncertain times.   Here are some notable quotes from the thought-provoking conference   #GlobalAdvisory #ConsumerGoods #GeopoliticalAdvisory

Rothschild & Co and Redburn Atlantic are proud to have jointly hosted the inaugural annual Consumer Conference last week, convening business leaders across a range of consumer goods industries to discuss how they are managing their businesses in an increasingly uncertain environment. We were joined by influential 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, Olam, PAI Partners and Upfield among others. #GlobalAdvisory #ConsumerGoods #Conference

CONSISTENCY IS KEY – a big thank you to all our clients who took the time to vote for us in this year’s Algorithmic Trading Survey in the Trade. We were Top 3 ranked in 10 different categories across long only and hedge fund voters. For the two Surveys combined we were the best performer in the Execution Consistency category and scored particularly strongly in Customisation and Customer Support – two areas into which we invest a lot of time and effort.   As always, your support means a great deal and is hugely appreciated.   Read the fully story here: https://lnkd.in/eXkJQ4xw

CONSISTENCY IS KEY – a big thank you to all our clients who took the time to vote for us in this year’s Algorithmic Trading Survey in the Trade. We were Top 3 ranked in 10 different categories across long only and hedge fund voters. For the two Surveys combined we were the best performer in the Execution Consistency category and scored particularly strongly in Customisation and Customer Support – two areas into which we invest a lot of time and effort.   As always, your support means a great deal and is hugely appreciated.   Read the fully story here: https://lnkd.in/eXkJQ4xw

Flashy consumer apps mask the real Gen-AI battleground. While ‘Big Tech’ shoulders the cost of training, enterprise customisation is where inference pays off, creating long-term winners and lucrative moats. Alexander Haissl and Nina Marques, CA(SA) analyse the components and complexity in enterprise Gen-AI architectures in their latest report published this week. #AI #GenAI #GenerativeArtificialIntelligence #BigTech

We are delighted to announce that Redburn Atlantic's Will Winzor-Saile was awarded European Trading Technology Practitioner of the Year at last night’s TradingTech Insight, from A-Team Group Europe (TTI) Awards 2024. This award recognises and celebrates outstanding trading technology achievements and leadership within their financial institution, as well as furthering the development and engagement of technology within financial markets in the UK and Europe. #TTIAwards #TradingTech #TradingTechnology

Redburn Atlantic is pleased to announce two new roles within its fast-growing Execution business. Tony Atkins will become UK Head of Sales Trading and Luc Demoulin will become EU Head of Sales Trading effective 1 March 2024. Andrew Quick, Global Head of Execution at Redburn Atlantic, commented: “Tony and Luc lead by example, have incredible client relationships and drive our business forward every day. After the combination with Atlantic Equities last year - and since becoming part of the Rothschild & Co Group in 2022 - we continue to take market share in both Europe and the US and having leaders such as Tony and Luc in these roles is absolutely key to continuing that trajectory.”

Against a backdrop of cost inflationary pressures and rising capex, maintaining pricing growth is paramount for the Airlines. With demand showing little signs of slowing, success will hinge on how capacity and competitive intensity develops as strong pricing seen in 2023 annualises. James Goodall's latest report takes a forensic look at airline supply and how this may trend over the coming years.