Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management

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

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

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

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

Select Region Select Language

Perspectives Podcast: The Economic Mist Clears

Updated
Published

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?

In the latest episode of Perspectives from Rothschild & Co WM Switzerland, Laura Kuenlen and Global Investment Strategists Kevin Gardiner and Victor Balfour bid farewell to 2022 and look ahead to the potential themes driving markets and the economy next year.

Subscribe to Perspectives on Apple Podcasts and Spotify. 

Previous video podcasts

Strategy Update: The Great Illusion (May | 2022)

In latest strategy podcast we look at the correlation between inflation and commodity prices, monetary policy risks as well as the consequences for our asset allocation.

Strategy Update: Don't look up (Feb | 2022)

In this strategy podcast we look at central bank interest rates, government debt and the pandemic, geo-political tensions and the latest changes to our asset allocation.

Strategy update: Running hot - or overheating? (Dec | 2021)

In this latest video-podcast with our Strategy Team, we discuss the persistent risk of inflation, how central banks are responding to rising inflation, the takeaways for investors after the 26th Conference of the Parties (COP 26) and our latest view on crypto assets.

Strategy Update: While we were away (Sep | 2021)

As summer is coming to an end, we discuss with our strategy team what the central banks' latest policy rates and decisions are, elaborate on our sector views in light of the latest global developments and find out what we should look out for in the 4th quarter of 2021.

For further wealth insights, please read our latest Market Perspective here.

Strategy Update: Better for people, worse for bonds (May | 2021)

We discuss the historical significance of the past year's recovery, what SPACs are and what our view is on them. In addition, we look at the Dollar's latest moves and how countries are taking different approaches to supporting their economies during the Covid-19 crisis.

For further wealth insights, please read our Market Perspective here.

Strategy update: Davids and Goliaths (Feb | 2021)

In the latest video-podcast with our Strategy team, we discuss the rollout of the COVID-19 vaccines, the rise of retail investors, how Bitcoin measures up to alternative investments, the potential of a stock market bubble, and whether economic growth lies ahead.

For further insights please read our Market Perspective: Davids and Goliaths

Strategy update: What's next? (Nov | 2020)

In the latest video-podcast with our Strategy team, we discuss potential policy changes from the new US administration, possible inflation scenarios, the IMF's stance on government debt and our current House Views in the light of recent vaccine news.

For further insights please read our Market Perspective: Sitting tight

Strategy update: US election brief (Oct | 2020)

In the latest video-podcast with our Strategy team, we discuss the rise in global COVID-19 contagion, the September sell-off in US technology stocks, and what investors should keep in mind with the US elections now less than one month away.

For further insights please read our Market Perspective: While we were away | US election brief

Strategy update: Moving on? (Aug | 2020)

n our latest video-podcast, we discuss with our strategy team how the extraordinary events of the past six months have shaped the current macroeconomic climate, why recent developments in the EU and the US matter to investors, and whether rising valuations in US tech and Chinese stocks are a bubble in the making.

For further insights please read our Market Perspective: Moving on?

Read more articles

Growth Equity Update October 2026 - Edition 55

This is the October 2026 Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.

 What to do ahead of the 2026 Budget

With Budget speculation intensifying ahead of 28 October, investors should avoid reacting to rumours alone, while reviewing potential tax planning opportunities around CGT, IHT, pensions, property and investment structures.

 Rothschild & Co appoints Pablo Hernandez Schmidt-Tophoff as Head of Energy Services & Decarbonization, North America

Rothschild & Co today announced that Pablo Hernandez Schmidt-Tophoff has joined its Global Advisory business as Managing Director, Head of Houston and Head of Energy Services & Decarbonization, North America.

 Asset Management: Monthly Macro Insights - October 2026

Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

 Debt and taxes

Fiscal debates focus on debt and deficits, but government size may matter more. While debt shows little link to bond yields, higher taxes and spending can affect competitiveness, growth and economic efficiency.

 France: Fiscal pressure

France’s political uncertainty and fiscal pressures have unsettled markets, widening bond spreads and weakening the euro. While risks remain elevated ahead of 2027 elections, France’s challenges stop short of a sovereign debt crisis.