Higher for even longer?
In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of geopolitical tensions in the Middle East. They also explore whether the "higher for longer" scenario regarding interest rates has returned, and provide an assessment of the ongoing earnings cycle.
Recorded on May 1st, 2024.
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The US consumer: mixed signals
Strategy Blog
Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.
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The perils of making predictions
Quarterly Letter
History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
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Rothschild & Co’s UK Wealth Management business names James Morrell as Deputy CEO
Press releases
The newly created Deputy CEO role will provide increased capacity at a senior level to help meet the growing demand for Rothschild & Co’s wealth management services from existing and future clients.
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Rothschild & Co wins Western Europe's Best Bank for Advisory from Euromoney
Awards
This is the second consecutive year we have been named Western Europe's Best Bank for Advisory, reflecting the breadth of our capabilities across M&A and financing advisory across the region.
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Is small beautiful again?
Strategy Blog
Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.
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A mid-year review with our CIO and Global Investment Strategist
Perspectives podcast
A mid-year review on the main macroeconomic developments and how our strategies have perfomed with our CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner.