Insights

In a rapidly evolving geopolitical landscape, financial markets are feeling the weight of numerous global challenges. In our interview with Wealth Management Switzerland's CIO, Dr. Carlos Mejia, we explore the shared concerns voiced by clients across Europe, from the impacts of the upcoming U.S. presidential election to the economic uncertainties in China and Europe.

This issue of Insights centres on the U.S. in light of its upcoming elections, featuring insights from our Chief Investment Officer and analyses from our Global Investment Strategist and Fixed Income team. We also share findings from a recent U.S. road trip, explore the potential of robotics, and discuss the evolving U.S.-Swiss relationship.

Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).

The global AI market is projected to hit $407B by 2027, growing at an annual rate of 35% until 2030. To support this surge, substantial investment in data centers is essential. The challenge? Ensuring sustainable energy and resource usage in AI infrastructure.

Global equities moved higher by 1.6% in July (USD terms), while global government bonds returned 1.8% (USD, hedged terms).

As the 33rd Olympic Games kick off in Paris, we explore the experience of winning gold, high-stakes preparation, and retirement from sports through an interview with Britta Heidemann, the first female fencer to achieve the 'golden triple.'

US mega-cap names led a narrowly-focused advance in June's stock markets while president Macron’s snap election announcement added uncertainty to European markets.

The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.

Global equities declined by 3.3% in April (USD terms), alongside government bonds which fell by 1.5% (USD, hedged terms).

Delve into strategic portfolio construction, market insights, the rationale behind high-yield bonds, retirement planning, thematic investing, and more in Issue 13 of Mosaique Insights.

Global equities continued their upswing, rising by 3.1% in March (USD terms), while government bonds were also up by 0.7% (USD, hedged terms).

The Next Generation represents a dynamic force, especially in the realm of philanthropy, where innovative approaches are essential for driving positive transformations. Find out what is next for philanthropy.

Stock indices rose to record levels across the globe, including the S&P 500, Euro Stoxx 600 and Nikkei 225. Regional and sector returns broadened in February, though ‘growth’ stocks continued to lead the market higher.

Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.

Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a senior adviser, and how his podcast contributes to his effectiveness in this role.

The theme of US outperformance continued in January – the S&P 500 briefly rose to a record high. ‘Growth’ and ‘cyclicals’ led the market higher, with the ‘Magnificent Seven’ stocks outperforming.

Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In this episode we delve into his journey.

Global equities rose again in December (+4.8% in USD terms), alongside government bonds (+2.9% in USD, hedged terms).

Fading inflation, a recovery in asset prices and renewed economic growth ensured 2023 was a much better year for most investors than 2022. We examine the trends and stories that most affected investors last year, and give our outlook for the coming 12 months.

With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?

Global equities declined by 3% in October (USD terms), alongside global government bonds which fell by 0.6% (USD, hedged terms).

Money and bond markets suggest interest rates are about to plateau. But has groupthink affected our expectations? In this Market Perspective we ask what investors can do about bias. Plus, we examine the latest inflation figures.

In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.

In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.