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.
Strategy Blog
Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.
Perspectives podcast
A mid-year review on the main macroeconomic developments and how our strategies have perfomed with our CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner.
Strategy Blog
In the second round of France's parliamentary election, Marine Le Pen's RN unexpectedly fell from first to third place as a result of widespread tactical voting and targeted withdrawals by other parties. In this blog we assess the potential economic impact of the vote.
Perspectives podcast
As we enter the second half of the year, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors.
Strategy Blog
A decisive election result means that Labour will form a government for the first time in 14 years and Sir Keir Starmer will become Prime Minister today. In this strategy blog we take an early look at the potential economic consequences of this change in government.
Strategy Blog
In this strategy blog, we look at how polls, populists, policies and portfolios are affected by recent, and upcoming macro events.