Mosaique Insights: Issue 09
One must maintain a little bit of summer, even in the middle of the winter.”
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
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'Greedflation'
Strategy Blog
Many companies have increased their prices recently, but have they raised them more than is 'fair'? In this blog we examine whether firms are using inflation as an excuse to boost their profit margins.
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Rothschild & Co to open third Wealth Management office in Germany
Press releases
Rothschild & Co’s Wealth Management business is continuing its growth trajectory in Germany with an office opening in Hamburg in Spring 2024.
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Reducing the impact of capital gains tax
Insights
The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.
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Global supply chains
Strategy Blog
In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.
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Transaction R&Co strengthens its regional presence with the opening of an office in Bordeaux
General
Following the opening of the Lyon office last year, Transaction R&Co, a team dedicated (within Global Advisory) to SMEs and Mid-Caps with a strong expertise in M&A advisory operations, is setting up in Bordeaux.
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Perspectives podcast: A conversation with our Head of Private Banking, Zurich
Market Perspective
In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking, Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.