Victor Balfour

Victor Balfour - Investment Strategist - Rothschild & Co

Global Investment Strategist

Victor is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2012. At Rothschild & Co he is responsible for formulating the in-house strategy view on economic, political and market developments.

Victor graduated from the University of Bristol with a BSc (Hons) in Biochemistry. Prior to joining Rothschild & Co, Victor began his career at Psigma where he was responsible for advising wealthy clients, families and trusts.

He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a Trustee of the Rothschild & Co Pension Scheme.

Read more from Victor

  • Higher for even longer?

    Perspectives podcast

    Market sentiment has recently shifted, and geopolitical tensions have re-escalated in the Middle East. Join our Global Investment Strategists to explore whether the "higher for longer" scenario regarding interest rates has returned.

  • The next mood shift

    Market Perspective

    Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.

  • The defence debate

    Strategy Blog

    The events of the last couple of years have dramatically increased the geopolitical temperature, shifting the political discourse in favour of security. In this blog we examine the evolving nature of defence and military equipment, and what it could mean for investors.

  • The last mile

    Perspectives podcast

    The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.

  • Are oil prices pushing inflation higher?

    Strategy Blog

    Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.

  • Dispelling misconceptions

    Perspectives podcast

    Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.

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