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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The US consumer: mixed signals
Strategy Blog
Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.
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The perils of making predictions
Quarterly Letter
History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
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Rothschild & Co’s UK Wealth Management business names James Morrell as Deputy CEO
Press releases
The newly created Deputy CEO role will provide increased capacity at a senior level to help meet the growing demand for Rothschild & Co’s wealth management services from existing and future clients.
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Rothschild & Co wins Western Europe's Best Bank for Advisory from Euromoney
Awards
This is the second consecutive year we have been named Western Europe's Best Bank for Advisory, reflecting the breadth of our capabilities across M&A and financing advisory across the region.
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Is small beautiful again?
Strategy Blog
Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.
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A mid-year review with our CIO and Global Investment Strategist
Perspectives podcast
A mid-year review on the main macroeconomic developments and how our strategies have perfomed with our CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner.