Perspectives podcast: Higher for longer
September lived up to its bad reputation in financial markets, and oil prices were far from being a barrel of fun either. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent comments by central banks, provide insights on commodity price dynamics and currencies, and delve into what lies ahead.
Recorded on October 4th 2023.
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Asset Management: Monthly Macro Insights - December 2023
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Economic growth in advanced economies has been very weak in Q3-23, but the US was the notable exception, giving the impression the global economy remained resilient. Are we on a path of ‘immaculate disinflation’, or is the fall in inflation increasingly the reflection of a deteriorating economy?
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Perspectives podcast: Too good to be true?
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How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle?
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Economic crisis and resolution
Market Perspective
With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?