Perspectives

On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty. 

In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail. 
 
They also review the latest moves from central banks and discuss what they could mean for the road ahead. 

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

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/

Few understand the evolution of Rothschild & Co better than Dean Lush, Executive Vice Chair, who’s been with the company for nearly four decades.  

In our latest episode, Dean reflects on how the business has adapted to a changing industry while preserving its core values. He also shares his perspective on leadership, legacy, and why putting clients first remains the firm’s guiding principle. 

Recorded in December 2024. 

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

With European stocks outperforming US equities so far in 2025, is the tide turning in global markets? 

In our latest Perspectives podcast, we discuss the strong performance of European stocks, recent shifts in the geopolitical landscape, including the German election outcome, and potential economic impacts from US policy changes under President Trump.

Recorded on February 26th, 2025. 

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

Gary Powell’s career at Rothschild & Co spans over 30 years, during which he has been instrumental in shaping the firm’s success and strategic direction. 

In the latest episode of Perspectives, Gary reflects on the evolution of wealth and asset management and discusses the challenges currently facing private banks, such as technological innovation, regulatory pressures, and geographical expansion. He also shares his views on the crucial role of collaboration in building a successful career and fostering strong, high-performing teams.

Glossary
François Pérol - Managing Partner | Co-Chairman of the Group Partners Committee
Javed Khan - Managing Partner | CEO of Five Arrows
Robert Leitão - Managing Partner | Head of Global Advisory

Recorded on December 3rd, 2024. 

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

2024 was anything but a dull year. But what lies ahead? 

In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets. 

Looking ahead to 2025, they share insights on the evolving role of AI, potential market risks, and opportunities for investors this year.

Recorded on January 22nd, 2025. 

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

Our business was once described as a firm that has a tradition of "combining business with humanity, without neglecting either". 

But how do we define Corporate Sustainability at Rothschild & Co today, and what are the key concepts that underpin the firm's approach in this area?

In the latest edition of Perspectives, we speak with Anne Imbach, Rothschild & Co's Group Head of Sustainability, to explore these questions and discuss how the Group's sustainability strategy aligns with its broader business objectives.

Recorded on December 6th, 2024.

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

What a year 2024 has been!  
 
In this year-end episode, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to reflect on a year marked by resilient economic growth amid geopolitical tension, and the return of familiar political figures. From inflation trends and central bank policies to a strong US stock market and rising concerns over global conflicts, they unpack the key developments that shaped the year. Looking ahead, they explore the outlook for 2025—what challenges remain, and where are the opportunities for investors in the new year?  

Recorded on Dec. 2nd, 2024.

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

What does Donald Trump’s re-election mean for financial markets? 
 
In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss the potential implications for investors. They explore how financial markets reacted in the aftermath of the election and the opportunities this might present for investment strategies. They also review the ongoing third-quarter earnings season and the latest developments in China’s stimulus measures. Finally, they explain how the current asset allocation continues to offer stability and opportunity in light of the latest market dynamics. 

Recorded on November 12th 2024.

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

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 hace tres años. También exploramos la larga historia de la familia Rothschild en España y examinamos las necesidades únicas del mercado local.  

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