Skip to main content

Location & language

Select Region Select Language

Fed surprise: insurance, not fire-fighting

Published

Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?

In the latest episode, Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour to analyse the implications of the Fed's decision. They also explore the significance of this rate cut, the actions of other global central banks, and the upcoming U.S. election. Finally, they discuss what these developments mean for our asset allocation. 

Subscribe to Perspectives on Apple Podcasts and Spotify. 

Read more articles

Rothschild & Co appoints Geoffroy de Ridder as Group Chief Technology and Operations Officer

Geoffrey will bring more than 25 years of leadership experience to his roles as Group Chief Technology and Operations Officer (CTOO) and CTOO for our Wealth and Asset Management business.

 What is investment risk and how do we manage it?

We manage investment risk through disciplined portfolio construction, diversification, liquidity management and continuous oversight, balancing risk and return to build resilient portfolios designed to preserve and grow wealth over time.

 Rothschild & Co’s Swiss Wealth Management business wins ‘Best Private Bank for Succession Planning in Switzerland’ at Global Private Banking Awards 2026

Rothschild & Co Wealth Management Switzerland has been recognised at the renowned Global Private Banking Awards 2026, as ‘Best Private Bank for Succession Planning in Switzerland’.

Asset Management: Monthly Macro Insights - November 2026

Resilient global growth masks an increasingly challenging environment shaped by persistent inflation, high interest rates, geopolitical tensions, fiscal pressures and strong AI investment.

 The Midterms

A Democratic sweep may increase political gridlock, but history suggests limited market impact, with resilient US growth, strong corporate profitability and consumers remaining more important drivers for investors.

 A quiet budget that may still change the landscape

The 2026 Budget brought limited headline change but potentially significant long-term implications, particularly for business owners, property investors and savers, through higher tax rates, new Founders Relief and company reforms.