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 why a disciplined, balanced approach still feels like the most sensible path forward.

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