Investment Strategist
Victor is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2012. At Rothschild & Co he is responsible for formulating the in-house strategy view on economic, political and market developments.
Victor graduated from the University of Bristol with a BSc (Hons) in Biochemistry. Prior to joining Rothschild & Co, Victor began his career at Psigma where he was responsible for advising wealthy clients, families and trusts.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a Trustee of the Rothschild & Co Pension Scheme.
Market Commentary
Die Märkte haben sich zwar schnell wieder erholt, aber es ist noch zu früh, um daraus zu schließen, dass wir aus dem Banken- und Wirtschaftsdschungel heraus sind. In dieser Ausgabe von Market Perspective befassen wir uns mit den Konjunkturrisiken und aktualisieren unseren Inflationsmonitor, bevor wir die Wirtschaftsleistung der verschiedenen Länder bewerten.
Market Perspective
The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.
Publications
The US debt ceiling is currently at $31.4tn and the total stock of outstanding government debt reached this level back in January. Since then, unable to issue any new debt, the Treasury has been depleting its cash balance. Despite this, we discuss why we believe the US will not default.
Market Commentary
Ist der Zusammenbruch der Silicon Valley Bank (SVB) - und andere jüngste Ereignisse im Bankensystem - der Schmetterling, der einen finanziellen Tornado auslösen wird? In dieser Ausgabe von Market Perspective finden Sie aktuelle Informationen zum Bankensystem und zur weiteren Abschwächung der Inflation, wenn auch nur in Ansätzen.
Market Perspective
Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.
Publications
As focus shifts from the collapse of Silicon Valley Bank last week to the solvency Credit Suisse, central bank interventions have soothed fears of the contagion spreading. In this strategy blog our team analyses why our overall risk appetite remains unchanged.
