Perspectives Rothschild & Co Wealth Management Switzerland

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 10th, 2024.
 

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 recent adjustments made to our asset allocation.

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 podcast contributes to his effectiveness in this role.

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. 

Recorded on January 29th 2024.

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 a central bank have shaped his views on monetary policy and economic governance, and share insights into the decision-making process in allocating funds for our clients.

Recorded on December 5th 2023.

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 investors can expect in 2024.

Recorded on December 5th 2023.