Kevin Gardiner

Kevin Gardiner - Global Investment Strategist - Rothschild & Co

Global Investment Strategist

Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. The strategy team is responsible for in-house views on the global economy and capital markets. He chairs the Zurich-based Asset Allocation committee.

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.

Kevin is a member of the Cardiff Capital Region’s advisory board, and a trustee of the London Music Fund. He has been a member of the Welsh Government’s Financial and Professional Services advisory panel, and of the Cardiff City Deal’s Growth Commission. 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.

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

  • Market Perspective - Climbing the Wall

    Market Commentary

    The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.

  • Mosaique Views: Markets in perspective

    Investment / strategy

    In our latest Mosaique Views client publication we explain our current tactical positioning by asset class, region and sector and the reasoning behind it.

  • Strategy blog: Inflation and growth

    Insights

    Will another bad UK CPI hit growth? Real pay fell sharply in the last year after rising unexpectedly over the pandemic. Did consumers get used to that higher level of pay? If not, wiggle room now may be higher.

  • Mosaique Views: Asset allocation

    Investment / strategy

    In our latest Mosaique Views client publication we explain our current tactical positioning by asset class, region and sector and the reasoning behind it.

  • Mosaique Views: Asset Allokation

    Investment / strategy

    In unserer jüngsten Kundenpublikation Mosaique Views erläutern wir unsere aktuelle taktische Positionierung nach Anlageklassen, Regionen und Sektoren sowie die dahinter stehenden Überlegungen.

  • Mosaique Views: Allocation d'actifs

    Investment / strategy

    Dans notre dernière publication client Mosaic Views, nous expliquons notre positionnement tactique actuel par classe d'actifs, région et secteur, ainsi que le raisonnement qui le sous-tend.