In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner analyse the Q1 2024 earnings season, discuss the benefits of active investing, and explore the performance of different asset classes in the current market environment.By Rothschild & Co Wealth Management Switzerland

2024 marks the 25th anniversary of The Rothschild Archive Trust. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the Rothschild family, and discuss how their values can offer inspiration and guidance …

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of geopolitical tensions in the Middle East. They also explore whether the "higher for longer" scenario regardin…

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour explore recent major central bank actions, analyse the various narratives influencing the oil market, and offer updates on gold and bitcoin prices. Recorded on April 10th, 2024.…

Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse …

Simon Brewer, host of the acclaimed finance podcast, "The MoneyMaze Podcast", holds the position of senior adviser to Rothschild & Co in London. In this special edition of our Perspectives podcast, Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a …

2024 is set to be a year of record-breaking elections. But what else should investors look out for this year? In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour, discuss the current and anticipated market environment, along with t…

Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In the latest episode of our Perspectives podcast, Laura Künlen and Kevin Gardiner delve into the motivations behind Kevin's journey to become an economist, ref…

How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle? In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner and Victor Balfour delve into recent market developments, draw conclusions on a notabl…

Every CEO has a starting point in their career. In the latest episode of our Perspectives podcast, Laura Künlen and Laurent Gagnebin, CEO Rothschild & Co Bank AG, delve into his career journey, the motivations behind Rothschild & Co's delisting, the significance of loyalty in shaping a firm's culture, and the parallels between the worlds of finance…

In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.By Rothschild & Co Wealth Management Switzerland

In der neuesten Folge unseres Perspectives Podcasts besprechen Laura Künlen und Andreas Feller, Head Private Banking Zürich, die Stereotypen rund um Vermögensverwalter, die Entwicklung des Finanzplatzes Schweiz und die Gründe, warum dieser Status voraussichtlich fortbestehen wird.By Rothschild & Co Wealth Management Switzerland

What is life at the investment helm like? What are the skills needed to be a CIO? And what does the current investment environment look like? In the latest episode of our Perspectives podcast, Laura Künlen and Dr. Carlos Mejia, CIO Rothschild & Co Bank AG, reflect upon these questions and more.By Rothschild & Co Wealth Management Switzerland

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 …

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.…

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 Wealt…

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 …

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 Balfou…

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 the…

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.…

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.…

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.…

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 …

Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent events in the markets and what underlying factors are driving them.…

A war in Europe, an energy crisis, shades of the 1970’s – inflation and industrial unrest – and sharply rising interest rates. Just to name a few themes that dominated the economic and investment world in 2022. But what about 2023? In the latest episode of Perspectives from Rothschild & Co WM Switzerland, Laura Künlen and Global Investment Strategi…