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
Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.
Strategy Blog
Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.
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
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
A sharp divide has emerged beneath headline markets, with AI expectations driving a widening gap between winners and laggards. While infrastructure beneficiaries lead, software and other knowledge-based sectors face mounting pressure as disruption fears outpace observable change.