Mosaique Insights: Issue 08

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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

  • The streaming market: challenged yet promising

    Thematic Insights

    With the projected revenue in the Video Streaming (SVoD) market expected to reach US$ 109 billion by 2024, the streaming industry stands as a testament to modern innovation and consumer demand. Discover the streaming market, how it has shaped our modern societies to become inescapable, its current challenges, and its promising potential in the next years to come.

  • UK general election

    Strategy Blog

    The starting pistol has been fired in the general election race, with the vote scheduled to take place on 4 July. In this strategy blog we preview the upcoming campaign and take an early look at the impact the election could have on investors and markets.

  • Supply chains: A quick health check

    Strategy Blog

    It’s been roughly six months since shipping disruptions in the Red Sea began, but what has been the impact on global supply chains? In this blog we take a look at the current state of play and consider whether there may be an impact on goods-related inflation.

  • Tariffs redux?

    Strategy Blog

    President Biden has raised tariffs on critical imports from China, following accusations of unfair trading practices. Falling trade barriers arguably helped foster previous spells of economic prosperity, so should investors be concerned at the return of tough tariffs?

  • Is the stock market's advance too narrow?

    Strategy Blog

    Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?

  • How much money do I need to retire?

    Insights

    No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.

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