Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent events in the markets and what underlying factors are driving them.
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Rothschild & Co Wealth Management Switzerland als «Best Private Bank for Succession Planning in Switzerland» bei den Global Private Banking Awards 2026 ausgezeichnet
Rothschild & Co Wealth Management Switzerland wurde bei den renommierten Global Private Banking Awards 2026 als «Best Private Bank for Succession Planning in Switzerland» ausgezeichnet.
November: Widerstandskraft mit Nebenwirkungen
Im Oktober übertrafen defensive Sektoren und europäische Aktien aufgrund steigender Ölpreise die US-Märkte, während KI- und Konjunkturtitel trotz solider Halbleiter-Quartalszahlen wegen Wachstumssorgen zurückblieben.
The Midterms
A Democratic sweep may increase political gridlock, but history suggests limited market impact, with resilient US growth, strong corporate profitability and consumers remaining more important drivers for investors.
A quiet budget that may still change the landscape
The 2026 Budget brought limited headline change but potentially significant long-term implications, particularly for business owners, property investors and savers, through higher tax rates, new Founders Relief and company reforms.
UK Budget - first impressions
The Budget delivers modest fiscal changes with limited portfolio impact, while reinforcing the UK’s manageable debt outlook, although its collection of smaller measures appears driven more by politics than economics.
Research Matters by Rothschild & Co Redburn
How much AI infrastructure does the world need - and how is it going to be funded? Rothschild & Co Redburn's Global Head of Technology Alex Haissl joins Chief Strategist George Karamanos to explore the scale of the data centre buildout, the financing structures underpinning it and the prospects for sustainable returns. They discuss the balance between training and inference, the importance of enterprise adoption, and what credit markets and open-source competition could signal for the next phase of AI investment.