Skip to main content

Global Advisory

Expert M&A and capital markets advice

Wealth Management

A long-term perspective to help private clients preserve and grow their wealth

Asset Management

Global investment solutions and services to institutional clients, financial intermediaries and independent financial advisers

Five Arrows

Our alternative assets arm, managing funds dedicated to private equity and private debt

About us

Over 200 years at the centre of the world's financial markets

Careers

A company of opportunity, entrepreneurialism and growth

Location & language

Select Region Select Language

Polls, policy and portfolios

Published

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

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.

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.