Perspectives Podcast: The status quo of the economy
Laura Künlen Investment Insights Specialist
Victor Balfour Investment Strategist
Kevin Gardiner Global Investment Strategist
The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.
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Monthly Market Summary: May 2023
Despite the US large-cap tech stock rally in May, global equities fell by 1.1% and global government bonds declined by 2.2% (USD, unhedged terms).
Rothschild & Co announces creation of Private Markets Group within Wealth and Asset Management
The team will be led by Jessica Sellam
Perspectives Podcast: A conversation with a private banker
What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more as well as explore the Rothschild & Co Art Collection.
Strategy blog: Banking update
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.
Market Perspective - Not such a bad mix
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.
Asset Management Europe: Monthly Macro Insights – May 2023
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?