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, Swiss National Bank, and Bank of Japan.

What do these developments mean for our asset allocation, and how should investors navigate this landscape?

Recorded on March 20th, 2025.

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