Investment Strategist
Anthony is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2022. He is responsible for the in-house strategy view on both the global economy and capital markets.
Prior to joining Rothschild & Co, Anthony worked as an economist at a sell-side research house called Absolute Strategy Research. He also worked in the equity strategy team there, though started his career at a fintech start-up which focused on emerging markets.
Anthony graduated with first-class honours from the University of Bristol in 2018, having studied (BSc) Economics with Study in Continental Europe
Market Commentary
Is the collapse of Silicon Valley Bank (SVB) —and other recent banking system events—the butterfly that will cause a financial tornado? This edition of Market Perspective provides an update on the banking system and how inflation is continuing to moderate, albeit patchily.
Insights
Idiosyncratic headwinds compounded by losses on its treasury and mortgage-backed security portfolio lead to the collapse of Silicon Valley Bank. Are there signs of contagion? In this Strategy blog, we analyse the situation around the collapse and consider further risks.
Market Commentary
Falling real income, rising inflation, and monetary tightening have led to a sense of economic fatalism. However, throughout Europe, the UK, and the US, signs are suggesting a (hopeful) turn of events, making for a better outlook for the year ahead.
