Polls, policy and portfolios
As we enter the second half of the year, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors. Ultimately, politics rarely exerts a significant influence on financial markets.
The latest Perspectives podcast from our Swiss wealth management business features Laura Künlen and Global Investment Strategist Kevin Gardiner discussing the recent European elections and their potential impact on portfolios. In light of ongoing economic growth and a disinflationary environment, they also elaborate on our current asset allocation.
Recorded on July 3rd, 2024.
Subscribe to Perspectives on Apple Podcasts and Spotify.
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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.
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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.
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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.
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Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester
Press releases
Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.
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Growth Equity Update
Insights
The 52nd Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.
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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.
