Dispelling misconceptions
Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.
In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss recent adjustments made to our asset allocation.
Subscribe to Perspectives on Apple Podcasts and Spotify
Read more articles
-
Chips: Moore spending
Strategy Blog
Despite renewed Middle East tensions and oil price spikes, a bigger market question is whether AI investment momentum can justify soaring capital expenditure. Demand remains strong, but investors are increasingly focused on adoption, monetisation and funding sustainability, raising concerns over future earnings, valuations and capital discipline.
-
Rothschild & Co receives five major awards at Euromoney's Awards for Excellence 2026
Awards
Global Advisory has been recognised with five prestigious awards at this year’s Euromoney's Awards for Excellence.
-
Politics on the beach
Strategy Blog
Populism is reshaping politics across the US and Europe, drawing parties away from the traditional centre. Rather than left versus right, voters increasingly divide along establishment versus anti-establishment lines, creating opportunities for populist movements and challenging conventional political assumptions.