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Perspectives podcast: More of the same?

Veröffentlichungsdatum

2024 is set to be a year of record-breaking elections. But what else should investors be on the lookout for this year?

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 current and anticipated market environment, along with the possibility of an impending recession.

Recorded on January 29th 2024.

Subscribe to Perspectives on Apple Podcasts and Spotify

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Asset Management: Monthly Macro Insights - September 2026

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 Back to the future

In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.

 Corporate cash: the decision

Many business owners accumulate cash without a clear strategy. By separating operational, reserve and surplus capital, businesses can improve resilience, reduce concentration risk, manage tax considerations more effectively, and ensure excess cash supports longer-term business and personal objectives.