As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy. In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a changing environment, and the themes that could influence the investment landscape in 2026. ...
As we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology. We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path fo...
Equities higher, bond yields rising, the Fed back in easing mode, and the US dollar under pressure - investors have had plenty to digest in recent weeks. In this episode, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Künlen to discuss what’s driving markets, whether inflation has entered a “new normal”, and the right stance for our asset allocation as we head into year-end. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
August is usually a quiet month, yet this year was anything but. Tariffs, politics, and a 39% US levy on Swiss exports dominated the headlines, but markets held firm – a reminder that fundamentals matter more than short-term noise. You can read our latest macro scorecard here: Macro Scorecard. Recorded on August 20 2025. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Markets keep changing — but our values remain the same. Gabriel Gascon, Head of Private Banking Geneva, brings over 20 years of experience at Rothschild & Co. In this episode, host Laura Künlen speaks with Gabriel about what continues to set the firm apart, why clients prioritise clarity over complexity, and how Switzerland has earned its reputation as a global centre of wealth expertise. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Gabriel Gascon, Responsable de la Banque Privée à Genève, cumule plus de 20 ans d’expérience au sein de Rothschild & Co. Dans cet épisode de Perspectives de la Gestion de Fortune en Suisse, Laura Künlen s’entretient avec Gabriel sur ce qui continue de distinguer notre maison, pourquoi nos clients recherchent la clarté plutôt que la complexité, et comment la Suisse s’est imposée comme un centre mondial d’expertise en matière de gestion de patrimoine. https://www.rothsch...
Markets are moving, and so are the headlines. In the latest episode of Perspectives, host Laura Künlen and Global Investment Strategist Kevin Gardiner discuss the headlines currently shaping investor sentiment - from the US budget proposal and tariff tensions to an encouraging economic signal from Germany. Recorded on 29 May 2025. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Geopolitics and financial markets are more intertwined than ever. In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportunities in an increasingly complex landscape. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
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-manag...
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, ...
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/...
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 ...
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 evo...
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 wi...
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...
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 i...
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 examina...
As Spain's financial landscape becomes increasingly dynamic, so too do the opportunities and challenges in wealth management. In the latest edition of Perspectives, we speak with Hugo Martin, Head of Wealth Management for Spain, to discuss the strategic rationale behind Rothschild & Co's expansion into the Spanish market three years ago. We also explore the Rothschild family's longstanding history in Spain and examine the unique needs of the local market. https://www.rothschildandco.com/e...
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle? In the latest episode, host Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed's decision. They also explore the significance of this rate cut, the actions of other global central ba...