Perspectives podcast: Too good to be true?

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?

In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into recent market developments, draw conclusions on a notably eventful year, and offer a preview of what investors can expect in 2024.

Recorded on December 6th 2023.

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  • Japan: partying like its 1989

    Strategy Blog

    Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.

  • Disinflation, China and stock valuations

    Market Perspective

    Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.

  • Rothschild & Co expands Middle East reach with new Riyadh office

    Press releases

    Leveraging the region's rich talent pool and Rothschild & Co's accomplished leadership, its new Riyadh office will enhance the Group’s business by offering their growing client base greater local proximity for strategic advice.

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