Mosaique Insights: Issue 08
War does not determine who is right – only who is left.”
This Spring saw many emerge from a second winter of Covid-19 restrictions as we learn to live with the virus. It is a time of renewal but also increased uncertainty from the geo-political events which unfolded in the first quarter of this year.
Reminded by the wise words attributed to the philosopher Bertrand Russel, war does not determine who is right – only who is left. Our thoughts go out to all those affected by the war in Ukraine.
The events of the last three months reminds us of the importance of maintaining a long-term wealth preservation strategy, one which gives perspectives, seeks to understand the present and moves in anticipation for the future. As set out following articles our investment and strategists have been moving swiftly, dialling back the market noise and positioning portfolios for times ahead.
Whether it’s inflation, rising interest rates, supply chain bottlenecks or the ramifications of sanctions on a less globalised world, we bring you our latest thought leadership, views and analysis during this season of change.
Drawing on seven generations of wealth preservation, it is our collective knowledge across the centuries which serve as our most valued asset to our clients. We look forward to continuing this service, safe in the knowledge that what has come before will come again.
We look forward to seeing you soon
Bis bald, à la prochaine
Laurent Gagnebin
CEO, Rothschild & Co Bank AG
Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG
Read more articles
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Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management
Press releases
The team will be led by Jessica Sellam
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Perspectives Podcast: A conversation with a private banker
Market Perspective
What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more as well as explore the Rothschild & Co Art Collection.
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Strategy blog: Banking update
Insights
Two months since the collapse of Silicon Valley Bank (SVB), we provide an update on the banking system. We continue to think the banking system looks overall healthier than in the period leading up to the Global Financial Crisis.
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Market Perspective - Not such a bad mix
Market Commentary
Markets have quickly regained some poise, but it is still too soon to conclude that we are out of the banking and economic woods. In this edition of Market Perspective, we review cyclical risk and update our inflation monitor, before evaluating economic performance of different countries.
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Asset Management Europe: Monthly Macro Insights – May 2023
Market Commentary
While tracking a firmer pace than feared in Q1-23 GDP, incoming reports suggest much of the strength can be attributed to China. Meanwhile, central banks have continued their tightening campaign amid stubbornly firm wage growth and sticky core inflation. Will they continue until something breaks?
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Rothschild & Co: 2023 – 1st quarter release
Press releases
Resilient revenue despite challenging market conditions