Perspectives

As Spain's financial landscape becomes increasingly dynamic, so too do the opportunities and challenges in wealth management. In the latest edition of Perspectives, we speak with Hugo Martin, Head of Wealth Management for Spain, to discuss the strategic rationale behind Rothschild & Co's expansion into the Spanish market three years ago. We also explore the Rothschild family's l...

A medida que el panorama financiero español se vuelve cada vez más dinámico, también lo hacen las oportunidades y los retos en la gestión de patrimonios. En la última edición de Perspectives from Wealth Management Switzerland, entrevistamos a Hugo Martin, Director General Wealth Management España, para hablar de los motivos estratégicos de la expansión de Rothschild & Co en el mercado español...

Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle? In the latest episode, host Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed&a...

This summer has been far from dull. Historically, August and September are weaker months for U.S. stock returns, but last week’s global market sell-off surprised investors with its severity. Since then, markets have staged a remarkable recovery. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour make sense of these events and the...

As we reach the mid-year mark, it's time to reflect on an eventful first half of 2024.  In the latest Perspectives podcast from Rothschild & Co, Laura Künlen discusses with Global Investment Strategist Kevin Gardiner and CIO Dr. Carlos Mejia the main macroeconomic developments and how our strategies have performed. They also explore the outlook for the remainder of 2024 and delve into two...

As we enter Q3 2024, political developments continue to hold our attention.  However, what concerns us as citizens does not always align with what affects us as investors: markets often operate impersonally.  In the latest edition of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner delve into recent European elections and explore their repercussio...

In the intricate landscape of securities markets, identifying reliable short-term inflation hedges is no easy feat. However, certain assets demonstrate the potential to outpace inflation. Tune in to the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, where Laura Künlen and Global Investment Strategist Kevin Gardiner explore these asset classes, their recent p...

2024 marks the 25th anniversary of The Rothschild Archive Trust.  In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the Rothschild family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ev...

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of geopolitical tensions in the Middle East. They also explore whether the "higher for longer" scenario regarding interest rates has returned, and p...

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour explore recent major central bank actions, analyse the various narratives influencing the oil market, and offer updates on gold and bitcoin prices. Recorded on April 10, 2024.   https://www.rothschildandco.com/en/wealth-manag...

Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss re...

Simon Brewer, host of the acclaimed finance podcast, "The MoneyMaze Podcast", holds the position of senior adviser to Rothschild & Co in London. In this special edition of our Perspectives podcast, Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a senior adviser, and how his pod...

2024 is set to be a year of record-breaking elections. But what else should investors look out for this year? In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour, discuss the current and anticipated market environment, along with the possibility of an impending recession.  Rec...

Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In the latest episode of our Perspectives podcast, Laura Künlen and Kevin Gardiner delve into the motivations behind Kevin's journey to become an economist, reflect on how his early experiences in...

How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle?  In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner and Victor Balfour delve into recent market developments, draw conclusions on a notably eventful year, and offer a preview of what...

Every CEO has a starting point in their career. In the latest episode of our Perspectives podcast, Laura Künlen and Laurent Gagnebin, CEO Rothschild & Co Bank AG, delve into his career journey, the motivations behind Rothschild & Co's delisting, the significance of loyalty in shaping a firm's culture, and the parallels between the worlds of finance and music. https://www.rothschi...

In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

In der neuesten Folge unseres Perspectives Podcasts besprechen Laura Künlen und Andreas Feller, Head Private Banking Zürich, die Stereotypen rund um Vermögensverwalter, die Entwicklung des Finanzplatzes Schweiz und die Gründe, warum dieser Status voraussichtlich fortbestehen wird.  https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

What is life at the investment helm like? What are the skills needed to be a CIO? And what does the current investment environment look like? In the latest episode of our Perspectives podcast, Laura Künlen and Dr. Carlos Mejia, CIO Rothschild & Co Bank AG, reflect upon these questions and more. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

September lived up to its bad reputation in financial markets, and oil prices were far from being a barrel of fun either. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent comments by central banks, provide insights on commodity price dynamics and currencies, and delve into what lies ahead...

Stocks and bonds haven't had a particularly pleasant summer. In the latest episode of Perspectives from Wealth Management Switzerland Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss what we make of these developments and provide an update on the latest happenings in China.  https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

As a complement to public equity investments, private markets have evolved significantly in the last few decades, and their popularity continues to raise. But how are private markets different to public markets? What developments can be observed in 2023? And what should an ideal allocation look like?  In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Sara M...

Recent weeks have been marked by an unforeseen decline in June's inflation figures. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss how this has changed our investment thinking, provide insights into the key drivers behind the outlook for China's economy as well as give an u...

Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback sti...

What client needs does Investment and Portfolio Advisory address? What's the relationship between investment knowledge and psychology? And what do Nicaragua and Switzerland have in common?  In this episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Amaya Gutierrez, Head of Investment and Portfolio Advisory, reflect upon these questions as well as venture into some in...