Mosaique Insights: Issue 09

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One must maintain a little bit of summer, even in the middle of the winter.”

Henry David Thoreau

So far, 2022 has not been what investors would deem a smooth ride: persistent inflation concerns on one side and a rapidly shrinking liquidity environment on the other – a challenging environment for markets. One would wish to live in more serene times. However, this is the (investment) world we live in.

Remembering the wise words attributed to the philosopher Henry David Thoreau, it is all the more important to remain positive, even in the face of many uncertainties. It is in times like these that our strength as wealth managers is put squarely to the test. With our heritage firmly rooted in the multi-generational preservation of wealth, we wanted to share with you in this edition of Mosaique Insights how we’ve navigated these past months with articles from our portfolio managers, investment and client advisers.

We also use this opportunity to take a closer look at what type of investments can thrive in challenging times, take you on a trip to the Nordics and introduce to you our new Rothschild & Co Switzerland art collection. No edition would be complete without our latest views from our advisory team which sheds light on the potential of the healthcare sector.

We hope you enjoy this edition of Mosaique Insights, wish you a happy summer, un bon été, einen schönen Sommer and look forward to seeing you in autumn!

 

Laurent Gagnebin
CEO, Rothschild & Co Bank AG

 

Dr. Carlos Mejia
CIO, Rothschild & Co Bank AG

 

Read more articles

  • Die EZB agiert gegen Inflations - und Fragmentierungsrisiken

    Insights

    In diesem Blog ordnen wir die jüngste Zinserhöhung der EZB ein, beleuchten das neue EZB-Instrument der "Outright Monetary Transactions" (OMT), analysieren was gegen eine erneute Eurokrise spricht und zeigen unsere Portfolioausrichtung auf.

  • Rothschild & Co: 2022 – Half-year results release

    Regulated information

    Strong first half performance.

  • Monthly Market Summary: July 2022

    Insights

    Despite ongoing global growth and inflation concerns, capital markets recovered in July: global equities rose significantly after hitting a low for the year in June. Global government bonds also posted strong gains.

  • Annual ESG Report

    Insights

    At Rothschild & Co, we continue to support efforts to prevent climate change and took a number of steps in 2021 to reaffirm our commitment.

  • Video Podcast: The Silver Economy

    Investment Views

    As society ages across the developed world, purchasing power is shifting to the Baby Boomers. This in turn is opening up new markets for companies servicing the silver economy. In this infographic video, find out more about navigating shifting demographics.

  • Asset Management Europe: Monthly Macro Insights – July 2022

    Market Commentary

    The current challenge for central banks is to restore low and stable inflation, while preserving financial stability and averting a recession. A task that looks less likely now than a few months ago.