Perspectives

As we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges.   Despite heightened geopolitical tensions, shifting interest rate expectations and ongoing debate around artificial intelligence, the global economy has remained more resilient than many anticipated. At the same time, market leadership is beginning to broaden, raising important...

Art is one of the few assets people often fall in love with before asking what it's worth. In this special Art Basel edition, Laura Künlen is joined by Giovanna Lagutaine, Managing Director, and Jonathan Levy, Art Expert and Curator at Rothschild & Co Bank AG, to discuss the global art market, evolving collector behaviour, and the role of art in preserving wealth, identity, and legacy. Fr...

In this month’s episode, we discuss the continued strength in global equities despite rising energy prices, renewed inflation concerns, and geopolitical uncertainty.  We also examine the role of AI-driven investment, the concentration of market leadership, and what these developments mean for portfolio positioning in the months ahead. Recorded on 28 May 2026.  https://www.rothschildandco.com/en/we...

Markets have remained strikingly composed in the face of a more uncertain geopolitical backdrop and rising energy costs.   In the episode, we examine what is anchoring that resilience, how markets are interpreting the current environment, and what it means for our asset allocation.  Recorded on 22 April 2026.   https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

In this episode, Laura Künlen, Investment Communications, is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to unpack the latest market developments amid rising geopolitical tensions in the Middle East and a sharp surge in oil prices. They also explore what higher energy costs could mean for inflation, growth and global markets, and how portfolios are being repositioned...

In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what should investors focus on next?  Recorded on 18 February 2026.  https://www.rothschildandco.com/en/wealth...

January has turned the volume back up - geopolitics, policy rhetoric, and shifting market narratives. Yet beneath the headlines, markets have remained relatively steady so far. In this month’s Perspectives podcast, we look at what the early weeks of 2026 may be signalling for portfolios: the path for interest rates, signs of broadening market leadership, and why gold remains in focus. Recorded on...

"We need to recognise that that we're in a world of power, blocks of raw power."  Lord Sedwill, Chair of our Geopolitical Advisory Board and former UK Cabinet Secretary and National Security Adviser brings decades of experience at the centre of government and national security. In this episode, he reflects on the forces shaping today’s environment and why the quieter, underlying dyn...

As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy.  In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a chang...

As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease.     In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology.     We also discuss what this means for portfolio positioning, and wh...

Equities higher, bond yields rising, the Fed back in easing mode, and the US dollar under pressure - investors have had plenty to digest in recent weeks.    In this episode, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Künlen to discuss what’s driving markets, whether inflation has entered a “new normal”, and the right stance for our asset allocation as we head into y...

August is usually a quiet month, yet this year was anything but. Tariffs, politics, and a 39% US levy on Swiss exports dominated the headlines, but markets held firm – a reminder that fundamentals matter more than short-term noise. You can read our latest macro scorecard here: Macro Scorecard .   Recorded on August 20 2025.  https://www.rothschildandco.com/en/wealth-management/switzerland/insights...

Gabriel Gascon, Responsable de la Banque Privée à Genève, cumule plus de 20 ans d’expérience au sein de Rothschild & Co.    Dans cet épisode de Perspectives de la Gestion de Fortune en Suisse, Laura Künlen s’entretient avec Gabriel sur ce qui continue de distinguer notre maison, pourquoi nos clients recherchent la clarté plutôt que la complexité, et comment la Suisse s’est imposée comme un cen...

Markets keep changing — but our values remain the same.    Gabriel Gascon, Head of Private Banking Geneva, brings over 20 years of experience at Rothschild & Co. In this episode, host Laura Künlen speaks with Gabriel about what continues to set the firm apart, why clients prioritise clarity over complexity, and how Switzerland has earned its reputation as a global centre of wealth expertise. ...

Markets are moving, and so are the headlines.  In the latest episode of Perspectives, host Laura Künlen and Global Investment Strategist Kevin Gardiner discuss the headlines currently shaping investor sentiment - from the US budget proposal and tariff tensions to an encouraging economic signal from Germany.  Recorded on 29 May 2025.  https://www.rothschildandco.com/en/wealth-management/switzerland...

Geopolitics and financial markets are more intertwined than ever.   In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportunities in an increasingly complex landscape.  ht...

On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty.  In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail.    They also review the latest moves from central banks and discuss what...

Markets have been shifting in recent weeks, raising key questions for investors. In the latest Perspectives podcast, Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss recent market movements, the impact of Germany’s increased infrastructure and military spending, and the latest central bank decisions from the US Federal Reserve, Bank of England, S...

Few understand the evolution of Rothschild & Co better than Dean Lush, Executive Vice Chair, who’s been with the company for nearly four decades.   In our latest episode, Dean reflects on how the business has adapted to a changing industry while preserving its core values. He also shares his perspective on leadership, legacy, and why putting clients first remains the firm’s guiding principle. ...

With European stocks outperforming US equities so far in 2025, is the tide turning in global markets?  In our latest Perspectives podcast, we discuss the strong performance of European stocks, recent shifts in the geopolitical landscape, including the German election outcome, and potential economic impacts from US policy changes under President Trump. Recorded on February 26th, 2025.  https://www....

Gary Powell’s career at Rothschild & Co spans over 30 years, during which he has been instrumental in shaping the firm’s success and strategic direction.  In the latest episode of Perspectives, Gary reflects on the evolution of wealth and asset management and discusses the challenges currently facing private banks, such as technological innovation, regulatory pressures, and geographical expans...

2024 was anything but a dull year. But what lies ahead?  In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political uphe...

Our business was once described as a firm that has a tradition of "combining business with humanity, without neglecting either".  But how do we define Corporate Sustainability at Rothschild & Co today, and what are the key concepts that underpin the firm's approach in this area? In the latest edition of Perspectives, we speak with Anne Imbach, Rothschild & Co's Group He...

What a year 2024 has been!     In this year-end episode, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to reflect on a year marked by resilient economic growth amid geopolitical tension, and the return of familiar political figures. From inflation trends and central bank policies to a strong US stock market and rising concerns over global conflicts,...

What does Donald Trump’s re-election mean for financial markets?    In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss the potential implications for investors. They explore how financial markets reacted in the aftermath of the election and the opportunities this might present for investment strategies. T...