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Dispelling misconceptions

Published

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.

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Read more articles

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

Rothschild & Co appoints Brent Surber to lead its Private Capital Markets capabilities in North America

 Japan – beyond the carry trade

Japan’s yen has weakened sharply, reviving concerns over carry-trade unwinding and global market volatility. Yet Japan’s stronger growth, rising wages, higher inflation, corporate reforms, and improving shareholder focus suggest a structural economic revival, though sustained profitability remains the key test.

 From sowing to growing: cultivating value in regenerative agriculture

With soil degradation threatening food security, regenerative agriculture offers proven solutions. Success depends on valuing nature, supporting farmers, empowering consumers, and aligning incentives across policymakers, businesses, investors and growers.