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.

Subscribe to Perspectives on Apple Podcasts and Spotify

Read more articles

  • Female founders share the secrets to their success

    Entrepreneurs

    We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

  • Stimulus revives risk appetite

    Monthly Market Summary

    Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).

  • Politics and portfolios

    Strategy Blog

    Spreading conflict in the Middle East is alarming, particularly when viewed alongside other ongoing geopolitical challenges. While there are no infallible guides to how global markets will respond, in this blog we discuss some of the potential economic consequences.

Back to top