2024: A year of change, conflict, and contemplation
2024: A year of change, conflict, and contemplation
In this year-end episode, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to reflect on a year characterised by resilient economic growth amid geopolitical tensions and the return of familiar political figures. Looking ahead to 2025, they discuss the outlook for markets and economies: what challenges and opportunities do they foresee in the year ahead?
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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.
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Stories from the road
Quarterly Letter
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