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.
Victor is an Investment Strategist and a Director at Rothschild & Co Wealth Management, having joined in 2012.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a trustee of the Rothschild & Co Pension Scheme.
Experience
Victor began his career at Psigma where he was responsible for advising wealthy clients, families and trusts.
Education
Victor graduated from the University of Bristol with a BSc (Hons) in Biochemistry.
Strategy Blog
Despite war, blockades and oil near $100, global equities hit highs. Stagflation fears echo 1973 and 2022, but today’s shocks look smaller and shorter-lived. With earnings resilient and rates nearer neutral, markets may keep looking past geopolitical risks for now.
Strategy Blog
Strategy Blog
Aging and debt fears are overstated. Economies can grow through productivity, sensible policies, and innovation. Debt shifts resources but isn’t catastrophic. Crises stem from liquidity, not insolvency, and gold‑standard nostalgia is misplaced.
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.
Strategy Blog
Equity markets remain resilient despite geopolitical turmoil, supported by robust earnings and high US margins. Growth is broadening across sectors and regions, though sustaining elevated US profitability may prove challenging as conditions evolve further ahead.
Strategy Blog
Despite protectionism, conflict, and fiscal concerns, 2025 delivered resilient growth, falling rates, and easing geopolitical risks. Stocks soared, bonds rebounded, gold surged, and fundamentals strengthened, driving broad market gains despite dollar weakness and fragmented AI-driven momentum.