Perspectives podcast: A conversation with our Global Investment Strategist
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, reflect on how his early experiences in a central bank have shaped his views on monetary policy and economic governance, and share insights into the decision-making process in allocating funds for our clients.
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Is the stock market's advance too narrow?
Strategy Blog
Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?
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How much money do I need to retire?
Insights
No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.
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Growth Equity Update
Insights
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A conversation with the Director of The Rothschild Archive
Perspectives podcast
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 family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ever-changing world.
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Is there ever a bad time to invest?
Strategy Blog
Cash is offering competitive returns to investors for the first time in years. But does it ever ultimately pay to avoid the stock market altogether? In this blog we crunch the numbers to find out whether ‘time in the market’ really does beat ‘timing the market’.
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The next mood shift
Market Perspective
In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.