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
Spreading conflict in the Middle East is alarming, particularly when viewed alongside other ongoing geopolitical challenges. While there are no infallible guides to how global markets will respond, in this blog we discuss some of the potential economic consequences.
Perspectives podcast
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?
Strategy Blog
A new report for the European Commission examines the ways countries or regions can become more productive. In this strategy blog we consider what countries like the US and Switzerland have done right, and how the UK and other European nations could improve.
Strategy Blog
Which of the big three Western central banks is most likely to have to reverse their pending rate cuts? In this strategy blog we examine the market expectations form the Fed, European Central Bank and the Bank of England, and outline our own views.
Market Perspective
Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
Perspectives podcast
Historically, August and September have been weaker months for U.S. stock returns. However, last week’s global market sell-off took investors by surprise. How should we interpret these events, and what do they mean for our strategies?