Skip to main content
Kontakt

Global Advisory

Expertenberatung zu M&A und Kapitalmärkten (nur auf Englisch)

Wealth Management

Eine langfristige Perspektive, die Privatkunden dabei unterstützt, ihr Vermögen zu erhalten und auszubauen

Asset Management

Globale Anlagelösungen und Dienstleistungen für institutionelle Kunden, Finanzintermediäre und Berater entsprechen (Nur auf Englisch)

Five Arrows

Unser Geschäftsbereich für alternative Anlagen, spezialisiert auf Private Equity und Private Debt (Nur auf Englisch)

Über uns

Seit mehr als 200 Jahren im Zentrum der weltweiten Finanzmärkte (nur auf Englisch)

Karriere

Wir stehen für Chancen, unternehmerisches Denken und Wachstum (nur auf Englisch)

Region & Sprache

Region ändern Sprache auswählen

Mosaique Insights: Issue 09

Veröffentlichungsdatum

Cover_cropped.jpg

One must maintain a little bit of summer, even in the middle of the winter.”

Henry David Thoreau

So far, 2022 has not been what investors would deem a smooth ride: persistent inflation concerns on one side and a rapidly shrinking liquidity environment on the other – a challenging environment for markets. One would wish to live in more serene times. However, this is the (investment) world we live in.

Remembering the wise words attributed to the philosopher Henry David Thoreau, it is all the more important to remain positive, even in the face of many uncertainties. It is in times like these that our strength as wealth managers is put squarely to the test. With our heritage firmly rooted in the multi-generational preservation of wealth, we wanted to share with you in this edition of Mosaique Insights how we’ve navigated these past months with articles from our portfolio managers, investment and client advisers.

We also use this opportunity to take a closer look at what type of investments can thrive in challenging times, take you on a trip to the Nordics and introduce to you our new Rothschild & Co Switzerland art collection. No edition would be complete without our latest views from our advisory team which sheds light on the potential of the healthcare sector.

We hope you enjoy this edition of Mosaique Insights, wish you a happy summer, un bon été, einen schönen Sommer and look forward to seeing you in autumn!

 

Laurent Gagnebin
CEO, Rothschild & Co Bank AG

 

Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG

 

Contact us

More information

Previous edition

Read more articles

Politics on the beach

Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.

 Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.

 CIO Outlook - July 2026

Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.

Asset Management: Fixed Income Quarterly Strategy - July 2026

After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.

Asset Management: European Equities Quarterly Strategy - July 2026

The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.

 Growth Equity Update

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.