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Perspectives

Author: Rothschild & Co Wealth Management Switzerland

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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
59 Episodes
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So far, so good?

So far, so good?

2026-10-0113:43

As markets enter the final quarter of the year, investors have plenty to digest. Growth remains surprisingly resilient, even as energy prices rise, bond yields climb and inflation risks linger. In the latest episode of Perspectives, we discuss what is keeping the global economy on track, the increasingly narrow leadership in equity markets, and the risks that could challenge the current picture as we head towards year-end. Recorded on 30 September 2026. Want to explore the topic further? Rea...
Markets have had plenty to digest over the summer from higher bond yields and stubborn inflation to rising oil prices and mounting US debt. Yet the economy and equity markets remain remarkably resilient. In our latest podcast, we discuss what is keeping markets on course, the risks ahead and what it all means for our asset allocation. Recorded on 8 September 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Recent weeks have brought no shortage of market-moving developments. Renewed geopolitical tensions, rising bond yields, resilient equity markets, a closely watched earnings season and the changing dynamics behind gold's traditional safe-haven appeal have all given investors plenty to consider. In our latest podcast, we explore the key themes shaping markets and discuss what they mean for portfolios. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
As we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges. Despite heightened geopolitical tensions, shifting interest rate expectations and ongoing debate around artificial intelligence, the global economy has remained more resilient than many anticipated. At the same time, market leadership is beginning to broaden, raising important questions about what may lie ahead. In our latest podcast, we explore the themes shap...
Art is one of the few assets people often fall in love with before asking what it's worth. In this special Art Basel edition, Laura Künlen is joined by Giovanna Lagutaine, Managing Director, and Jonathan Levy, Art Expert and Curator at Rothschild & Co Bank AG, to discuss the global art market, evolving collector behaviour, and the role of art in preserving wealth, identity, and legacy. From quality and stewardship to succession planning and legacy, the conversation explores why the most m...
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