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Wealth Management: Mosaique Insights

A return to leisure

“Au milieu de l’hiver j’ai découvert en moi un invincible été” 

— Albert Camus


For many of us the last six months have required us to dig deep and in the sentiment of Albert Camus, search for summer. As the season arrives we are encouraged to see pre-pandemic patterns of economic activity reemerge, albeit we expect setbacks.

For now, with bars and restaurants, holidays and travel in sight and a summer of sport and live entertainment already under way, we take the opportunity in this Mosaique Insights to explore what it means to return to leisure.

Following on from our December 2020 announcement to acquire Banque Pâris Bertrand, we also take the time in this edition to highlight the benefits of the acquisition from a strategic and investment perspective. Expect to hear more on this topic in the coming months.

Our Insights would not be complete without a review of how portfolios have performed and a closer look at those market trends which we think deserve your attention. With that in mind, we bring you our Notes from the Manager and view from our Fixed Income team as we look at recent market trends and what the future might hold.

We wish you un bon été, einen schönen Sommer

 


Laurent Gagnebin
CEO, Rothschild & Co Bank AG

 


Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG

 

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