Perspectives Podcast: The Economic Mist Clears
A war in Europe, an energy crisis, shades of the 1970’s – inflation and industrial unrest – and sharply rising interest rates. Just to name a few themes that dominated the economic and investment world in 2022. But what about 2023?
In the latest episode of Perspectives from Rothschild & Co WM Switzerland, Laura Kuenlen and Global Investment Strategists Kevin Gardiner and Victor Balfour bid farewell to 2022 and look ahead to the potential themes driving markets and the economy next year.
Previous video podcasts
Strategy Update: The Great Illusion (May | 2022)
In latest strategy podcast we look at the correlation between inflation and commodity prices, monetary policy risks as well as the consequences for our asset allocation.
Strategy Update: Don't look up (Feb | 2022)
In this strategy podcast we look at central bank interest rates, government debt and the pandemic, geo-political tensions and the latest changes to our asset allocation.
Strategy update: Running hot - or overheating? (Dec | 2021)
In this latest video-podcast with our Strategy Team, we discuss the persistent risk of inflation, how central banks are responding to rising inflation, the takeaways for investors after the 26th Conference of the Parties (COP 26) and our latest view on crypto assets.
Strategy Update: While we were away (Sep | 2021)
As summer is coming to an end, we discuss with our strategy team what the central banks' latest policy rates and decisions are, elaborate on our sector views in light of the latest global developments and find out what we should look out for in the 4th quarter of 2021.
For further wealth insights, please read our latest Market Perspective here.
Strategy Update: Better for people, worse for bonds (May | 2021)
We discuss the historical significance of the past year's recovery, what SPACs are and what our view is on them. In addition, we look at the Dollar's latest moves and how countries are taking different approaches to supporting their economies during the Covid-19 crisis.
For further wealth insights, please read our Market Perspective here.
Strategy update: Davids and Goliaths (Feb | 2021)
In the latest video-podcast with our Strategy team, we discuss the rollout of the COVID-19 vaccines, the rise of retail investors, how Bitcoin measures up to alternative investments, the potential of a stock market bubble, and whether economic growth lies ahead.
For further insights please read our Market Perspective: Davids and Goliaths
Strategy update: What's next? (Nov | 2020)
In the latest video-podcast with our Strategy team, we discuss potential policy changes from the new US administration, possible inflation scenarios, the IMF's stance on government debt and our current House Views in the light of recent vaccine news.
For further insights please read our Market Perspective: Sitting tight
Strategy update: US election brief (Oct | 2020)
In the latest video-podcast with our Strategy team, we discuss the rise in global COVID-19 contagion, the September sell-off in US technology stocks, and what investors should keep in mind with the US elections now less than one month away.
For further insights please read our Market Perspective: While we were away | US election brief
Strategy update: Moving on? (Aug | 2020)
n our latest video-podcast, we discuss with our strategy team how the extraordinary events of the past six months have shaped the current macroeconomic climate, why recent developments in the EU and the US matter to investors, and whether rising valuations in US tech and Chinese stocks are a bubble in the making.
For further insights please read our Market Perspective: Moving on?