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2024: A year of change, conflict, and contemplation

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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

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.

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester

Rothschild & Co’s UK Wealth Management business continues to strengthen its regional presence with appointment of Samantha Beach in Manchester.

Asset Management: Fixed Income Quarterly Strategy - July 2026

After a strong start to the year for the fixed income markets, the environment has gradually become more complex. Yet the credit market initially benefited from a favorable environment: resilient global growth, gradual disinflation, and central banks perceived as likely to ease monetary policy.

CIO Outlook - July 2026

Against a backdrop of resilience of the global economy and the rise of artificial intelligence, Didier Bouvignies reflects on the key drivers behind the first-half market rally and shares his outlook for the second half.

Asset Management: European Equities Quarterly Strategy - July 2026

The second quarter of 2026 marked an important turning point for European equities. Following the correction at the end of March, driven by concerns over a prolonged energy shock, markets gradually regained visibility as geopolitical tensions in the Middle East eased and energy prices declined.

Growth Equity Update

The latest Growth Equity Update from Patrick Wellington, Vice-Chairman of Equity Advisory.