Perspectives

Rothschild & Co Wealth Management Switzerland
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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.

  1. 1 jul

    Eyes on the second half

    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 questions about what may lie ahead.  In our latest podcast, we explore the themes shaping markets today - from economic resilience and the outlook for interest rates to the evolution of the AI investment story and what it all means for portfolios in the months ahead.  Recorded on 30 June 2026.  https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

    15 min

  2. 24 jun

    Art Basel Special: Art, Wealth & Legacy

    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. From quality and stewardship to succession planning and legacy, the conversation explores why the most meaningful collections are about far more than financial value alone. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

    28 min

  3. 29 may

    Signals through the noise

    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/wealth-management/switzerland/insights/

    15 min

  4. 23 abr

    Calm in the crosscurrents

    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/

    14 min

  5. 20 mar

    Markets on edge

    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 response to increased uncertainty. This episode was recorded on 19 March 2026.  https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

    13 min

  6. 19 feb

    Adjusting the dial

    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-management/switzerland/insights/

    13 min

  7. 22 ene

    Turning the volume back up

    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 21 January 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

    13 min

  8. 13 ene

    In conversation with Mark Sedwill, former UK Cabinet Secretary and National Security Adviser

    "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 dynamics often matter most.   This episode was recorded on 3 December 2025.  https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

    36 min
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Información

In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.

Ficha técnica

  • Creado por
    Rothschild & Co Wealth Management Switzerland
  • Años en activo
    2022 - 2026
  • Episodios
    56
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 Rothschild & Co WM Switzerland
  • Sitio web del podcast
    Perspectives

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