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Global Advisory

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Wealth Management Belgium

Dedicated to helping individuals and families preserve and grow their wealth over the long term

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Our alternative assets arm, managing funds dedicated to private equity and private debt

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Perspectives podcast: More of the same?

Published

2024 is set to be a year of record-breaking elections. But what else should investors be on the lookout for this year?

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour, discuss the current and anticipated market environment, along with the possibility of an impending recession.

Recorded on January 29th 2024.

Subscribe to Perspectives on Apple Podcasts and Spotify

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Japan – beyond the carry trade

Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.

From sowing to growing: cultivating value in regenerative agriculture

With soil degradation threatening food security, regenerative agriculture offers proven solutions. Success depends on valuing nature, supporting farmers, empowering consumers, and aligning incentives across policymakers, businesses, investors and growers.

Growth Equity Update

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