Higher for even longer?
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Kevin Gardiner Global Investment Strategist
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Victor Balfour Global Investment Strategist
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Laura Künlen Investment Insights Specialist
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 regarding interest rates has returned, and provide an assessment of the ongoing earnings cycle.
Recorded on May 1st, 2024.
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