Skip to main content

Location & language

Select Region Select Language

Mosaique Insights: Issue 10

Published

cover cropped.jpg

How did it get so late so soon? It’s night before it’s afternoon. December is here before it’s June. My goodness how the time has flewn. How did it get so late so soon?”

- Dr. Seuss

As we are entering the final innings of 2022, we take some time to reflect on this past year.

A year, in which a lot happened, a year, that challenged us in different ways, not only as investors, but also as human beings. Our thoughts remain with those hurt by the dreadful conflict still raging.

In hindsight, geopolitics took centre stage once again, not only significantly impacting the global economy and financial markets, but also resetting international relations and commerce.

In this edition of Mosaique Insights, we take a look at how we’ve navigated this past year with insights from our strategy and portfolio management teams. We include an interview with the Head of our newly opened Israel office, Gerry Livnat, we provide you with some topical insights into the world of cybersecurity and shed some light on the geopolitical events that have shaped this year so profoundly.

We hope you enjoy this edition of Mosaique Insights, we wish you a merry Christmas, frohe Weihnachten, joyeux Noël and we look forward to seeing you in 2023!

Laurent Gagnebin
CEO, Rothschild & Co Bank AG


Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG

 

Read more articles

Rothschild & Co appoints Geoffroy de Ridder as Group Chief Technology and Operations Officer

Geoffrey will bring more than 25 years of leadership experience to his roles as Group Chief Technology and Operations Officer (CTOO) and CTOO for our Wealth and Asset Management business.

 What is investment risk and how do we manage it?

We manage investment risk through disciplined portfolio construction, diversification, liquidity management and continuous oversight, balancing risk and return to build resilient portfolios designed to preserve and grow wealth over time.

 Rothschild & Co’s Swiss Wealth Management business wins ‘Best Private Bank for Succession Planning in Switzerland’ at Global Private Banking Awards 2026

Rothschild & Co Wealth Management Switzerland has been recognised at the renowned Global Private Banking Awards 2026, as ‘Best Private Bank for Succession Planning in Switzerland’.

Asset Management: Monthly Macro Insights - November 2026

Resilient global growth masks an increasingly challenging environment shaped by persistent inflation, high interest rates, geopolitical tensions, fiscal pressures and strong AI investment.

 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.