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Global Advisory

Expert M&A and capital markets advice

Wealth Management Luxembourg

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

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

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Kevin Gardiner

Global Investment Strategist

The Global Investment Strategy Team analyse macroeconomic and geopolitical developments, focusing on their likely impact on investment markets. They work primarily with our Wealth Management businesses in London, Switzerland and Germany, but occasionally with our Global Advisory and Merchant Banking businesses too.

Experience

Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. He chairs the Asset Allocation committee for Mosaique (Switzerland-based) portfolios.

Alongside his work at Rothschild & Co, Kevin chairs the Regional Growth Board for the Cardiff Capital Region, and is a trustee of the London Music Fund. For nine years to 2018 he was a Governor and Chair of the Finance Committee at the United World College of the Atlantic. In 1994, at Morgan Stanley, he wrote the ‘Celtic Tiger’ report on the Irish economy, still the fastest-growing economy in Western Europe. In 2015 his book Making Sense of Markets was published by Palgrave Macmillan.

Prior to joining Rothschild & Co, Kevin worked at Barclays Wealth, latterly as CIO (Europe), from 2009. Previously, he worked for more than twenty years as a sell-side economist and strategist at several investment banks. He started his career as an economist at the Bank of England.

Education

Kevin was a scholarship holder at UWC Atlantic College, where he took the IB. He graduated with a BSc (Econ) from the London School of Economics, and an MPhil (Econ) from Cambridge University.

Read more from Kevin

Politics on the beach

Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.

Monetary policy - behind the curtain

Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.

Macro thoughts on the Swiss referendum

Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.

Inflation, stock valuations, AI FAQs

Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.

Wait and see

In this Market Perspective we examine President Trump’s economic policies, geopolitical risks, and market dynamics. As well as the potential impacts on global markets, trade relationships, and investment strategies.

Must growth disappoint?

President Trump’s upcoming return to the White House has brought much noise with it. In this Market Perspective we look at the impact the new presidency could have on markets. We also discuss how the global economy deals with debt, rates and tariffs.