Perspectives Podcast: The Butterfly's Wings
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Laura Künlen Investment Insights Specialist
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Victor Balfour Investment Strategist
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Kevin Gardiner Global Investment Strategist
Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.
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Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management
Press releases
The team will be led by Jessica Sellam
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Strategy blog: Banking update
Insights
Two months since the collapse of Silicon Valley Bank (SVB), we provide an update on the banking system. We continue to think the banking system looks overall healthier than in the period leading up to the Global Financial Crisis.
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Market Perspective - Not such a bad mix
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Markets have quickly regained some poise, but it is still too soon to conclude that we are out of the banking and economic woods. In this edition of Market Perspective, we review cyclical risk and update our inflation monitor, before evaluating economic performance of different countries.
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Asset Management Europe: Monthly Macro Insights – May 2023
Market Commentary
While tracking a firmer pace than feared in Q1-23 GDP, incoming reports suggest much of the strength can be attributed to China. Meanwhile, central banks have continued their tightening campaign amid stubbornly firm wage growth and sticky core inflation. Will they continue until something breaks?
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Rothschild & Co: 2023 – 1st quarter release
Press releases
Resilient revenue despite challenging market conditions