Perspectives

September lived up to its bad reputation in financial markets, and oil prices were far from being a barrel of fun either. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent comments by central banks, provide insights on commodity price dynamics and currencies, and delve into what lies ahead.

Recorded on October 4th 2023.

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

Stocks and bonds haven't had a particularly pleasant summer. In the latest episode of Perspectives from Wealth Management Switzerland Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss what we make of these developments and provide an update on the latest happenings in China. 

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

As a complement to public equity investments, private markets have evolved significantly in the last few decades, and their popularity continues to raise. But how are private markets different to public markets? What developments can be observed in 2023? And what should an ideal allocation look like? 

In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Sara McDonald, Private Markets Sales & Distribution Director, discuss these questions and more. 

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

Recent weeks have been marked by an unforeseen decline in June's inflation figures. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss how this has changed our investment thinking, provide insights into the key drivers behind the outlook for China's economy as well as give an update on the Q2 earnings results so far. 

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

Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss why a more dramatic economic setback still feels neither necessary nor likely and why we should question artificial intelligence pessimists. 

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

What client needs does Investment and Portfolio Advisory address? What's the relationship between investment knowledge and psychology? And what do Nicaragua and Switzerland have in common? 

In this episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Amaya Gutierrez, Head of Investment and Portfolio Advisory, reflect upon these questions as well as venture into some investing trends for 2023.

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

What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? 

In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more and also explore the Rothschild & Co art collection. 

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

The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.

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

Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.

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

This International Women's Day we open the door to The Rothschild Archive. In the latest episode of Wealth Management Switzerland's Perspectives podcast, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till today.

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