Perspectives podcast: A conversation with advisory
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Laura Künlen Investment Insights Specialist
What client needs does Investment and Portfolio Advisory cover? What's the relationship between investment knowledge and psychology? And what do Nicaragua and Switzerland have in common?
In this episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Amaya Gutierrez, Head of Investment and Portfolio Advisory, reflect upon these questions as well as venture into some investing trends for 2023.
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Another debt ratio observation
Strategy Blog
CBO long-term US debt projections have improved since 2021 due to small assumption changes, highlighting forecast sensitivity, while rising bond yields reflect inflation and interest rate dynamics, not fiscal concerns.
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Resilience under pressure - A conversation with Nino Niederreiter
Insights
In elite sport, as in investing, long-term success is rarely decided by single moments. What matters more are discipline, focus, and the ability to remain calm under pressure.
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The new world order of industrial metals
Investment Strategy
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Inflation, stock valuations, AI FAQs
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.
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Rothschild & Co appoints Lucy Baldwin as Global Head of Equities
Press releases
Rothschild & Co appoints Lucy Baldwin as Global Head of Equities
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Hold and review: An approach for investments and tax
Insights
A long-term, disciplined approach to investing prioritises quality companies and wealth preservation over short-term trends. Amid significant changes to tax rules—particularly around inheritance and estates—careful planning, regular review, and close collaboration with advisers remain essential to achieving sustainable outcomes.