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.
Subscribe to Perspectives on Apple Podcasts and Spotify.
Read more articles
-
Monetary policy - behind the curtain
Strategy Blog
Interest rate expectations have shifted markedly in 2026, with markets now anticipating higher rates amid persistent inflation, economic resilience and more hawkish central banks. Despite this, strong AI-driven earnings have supported equities.
-
Stories from the road
Quarterly Letter
Through deep research and direct engagement with businesses, we seek high-quality companies with strong competitive advantages, disciplined capital allocation and the ability to compound wealth over time.
-
Bringing the right advisers together
Insights
Significant wealth brings complex financial and personal decisions. Rothschild & Co helps coordinate trusted advisers, ensuring aligned, objective guidance, long-term planning and access to specialist expertise through a personalised advisory board.
-
Five stock market talking points in 2026
Strategy Blog
Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.
-
Global Advisory: Rothschild & Co Redburn Review - June 2026
Insights
Rothschild & Co Redburn analysts unpack the forces reshaping markets and society.
