Perspectives podcast: Summertime blues
Stocks and bonds haven't had a particularly pleasant summer. In the latest episode of Perspectives from Wealth Management Switzerland we discuss what we make of these developments and provide an update on the latest happenings in China.
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Five stock market talking points in 2026
Strategy Blog
Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.
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Global Advisory: Rothschild & Co Redburn Review - June 2026
Insights
Rothschild & Co Redburn analysts unpack the forces reshaping markets and society.
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The next UK Prime Minister
Strategy Blog
Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.