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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Asset Management: Monthly Macro Insights - December 2023
Market Commentary
Economic growth in advanced economies has been very weak in Q3-23, but the US was the notable exception, giving the impression the global economy remained resilient. Are we on a path of ‘immaculate disinflation’, or is the fall in inflation increasingly the reflection of a deteriorating economy?
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Perspectives podcast: Too good to be true?
Market Perspective
How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle?
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Economic crisis and resolution
Market Perspective
With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?
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Minimsing the effect of inheritance tax
Insights
After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.
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Monthly Market Summary: November 2023
Insights
Global equities rebounded by 9.2% in November (USD terms), as did global government bonds by 3.0% (USD, hedged terms).
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Finding a mortgage with complex income
Insights
Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.