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.
Anthony is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2022.
Experience
He previously worked in both the equity strategy research and economics teams at Absolute Strategy Research, a sell-side research house. He began his career at a fintech start-up, focused on emerging markets.
Education
Anthony graduated from the University of Bristol with first-class honours in BSc Economics with Study in Continental Europe.
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
Market Perspective
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.
Strategy Blog
Global supply chains face rising stress but remain resilient. Hormuz disruption halted key energy flows, prompting rerouting. Delivery times have lengthened slightly, shipping rates remain contained, and trade volumes stay healthy. Overall pressure is rising, though far below pandemic-era supply chain disruption.
Strategy Blog
Despite political uncertainty and a sluggish economy, UK equities have outperformed. This reflects index composition: globally focused energy, financials and materials firms benefiting from sector trends, while limited technology exposure explains past underperformance and clouds the durability of recent gains.
Strategy Blog
Energy price spikes from Middle East conflict risk pushing US and European inflation above recent 2–4% ranges, with oil and gas disruptions raising headline CPI and broader costs amid uncertainty.
Market Perspective
Amid rapid shifts driven by AI, changing market leaders and stretched tech valuations, we break down the forces steering today’s investment landscape. From gold’s standout run to a weakening dollar and renewed geopolitical debate, we show why staying disciplined and anchored in fundamentals is key to navigating 2026.