The Swiss National Bank's decision to reduce interest rates came as a surprise to the market.
In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour, delve into central banks' recent actions, analyse the various narratives influencing the oil market and provide updates on the prices of gold and bitcoin.
Subscribe to Perspectives on Apple Podcasts and Spotify.
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.
Growth Equity Update
The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
Asset Management: Monthly Macro Insights - August 2026
Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.
Politics on the beach
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.