Kevin Gardiner

Kevin Gardiner - Global Investment Strategist - Rothschild & Co

Global Investment Strategist

Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. The strategy team is responsible for in-house views on the global economy and capital markets. He chairs the Zurich-based Asset Allocation committee.

Prior to joining Rothschild & Co, Kevin worked at Barclays Wealth, latterly as CIO (Europe), from 2009. Previously, he worked for more than twenty years as a sell-side economist and strategist at several investment banks. He started his career as an economist at the Bank of England.

Kevin is a member of the Cardiff Capital Region’s advisory board, and a trustee of the London Music Fund. He has been a member of the Welsh Government’s Financial and Professional Services advisory panel, and of the Cardiff City Deal’s Growth Commission. For nine years to 2018 he was a Governor and chair of the Finance Committee at the United World College of the Atlantic. In 1994, at Morgan Stanley, he wrote the “Celtic Tiger” report on the Irish economy, still the fastest-growing economy in Western Europe. In 2015 his book “Making Sense of Markets” was published by Palgrave Macmillan.

Kevin was a scholarship holder at UWC Atlantic College, where he took the IB. He graduated with a BSc (Econ) from the London School of Economics, and an MPhil (Econ) from Cambridge University.

Read more from Kevin

  • Perspectives Podcast: The Economic Mist Clears

    Market Perspective

    A war in Europe, an energy crisis, shades of the 1970’s – inflation and industrial unrest – and sharply rising interest rates. Just to name a few themes that dominated the economic and investment world in 2022. But what about 2023?

  • Strategy blog: Happier new year?


    This year has come to a close, but the effects of world events on the market persist. Looking to 2023, we pose two main questions to help determine from an investment perspective whether to put liquidity back to work.

  • Strategy blog: A monetary round-up


    Recent policy moves by the four western central banks took the total interest rate increase in the last year to nearly twelve percentage points. In this Strategy blog, we take a look at the current inflationary episode and the ensuing effects on the economic environment.

  • Marktausblick - Der wirtschaftliche Nebel lichtet sich

    Market Commentary

    Da die geopolitischen Risiken nach wie vor bestehen und von den Märkten nicht ignoriert werden können (auch wenn die Spannungen nicht unbedingt weiter zunehmen), stellt sich die zyklische Frage, ob die Inflation ohne einen Konjunktureinbruch zurückgehen kann.

  • Strategy blog: UK Autumn Statement - final thoughts


    The UK Autumn Statement reflected a near-term loosening of fiscal stance, perhaps a surprise given the general talk of 'Austerity II' beforehand. In this Strategy Blog, we share our thoughts on the statement.

  • Strategy blog: Are we nearly there yet?


    At present, inflation rates have characteristics of being transitionary yet permanent, putting us at a crossroads. Will the inflation surge peak soon or will it gradually subside? It’s a matter of staying the course to see what direction inflation rates go.