• Strategy podcast

  • The Strategy podcast is a series of market and macro-economic podcasts by Wealth Management's Global Investment Strategist, Kevin Gardiner, and narrated and produced by Investment Insights.
  • 10 October 2019

  • Our latest Strategy podcast captures a live conversation between our Global Investment Strategist Kevin Gardiner and Victor Balfour and William Haggard. In this latest episode we discuss some of the most talked about topics raised by clients from the global economic slowdown, division across central banks, the pending US impeachment process and of course Brexit.

  • Previous podcasts

  • 16 September 2019

    In September's Market Perspective podcast we discuss the effects of ongoing trade tensions; interest rate cuts and the stance of central banks in the current geopolitical environment.

  • 13 June 2019

    A shift in investor sentiment, softer macro-economic data and a real look at interest rates and inflation; June's Market Perspective podcast precedes the publication this month and looks back at a busy period for investors, as well as forward to the topics in our next Market Perspective publication.

  • 8 May 2019

    In May's Market Perspective podcast, we look back at what's been driving positive market sentiment in the last six weeks and look forward to the challenging topic of recessions and their impact on businesses. From a historical comparison of previous recessions and their effect on markets, we ask ourselves; where do we stand today?

  • 18 March 2019

    In March's Market Perspective podcast we discuss some of the biggest socio-economic issues at stake today arising from climate change, automation, artificial intelligence (AI) and populism. In addition, we review what matters from the macro-economic data released over the last six weeks.

  • 8 February 2019

    February's Market Perspective explores how inflation-beating long-term returns are still available, but are more difficult to find as the cycle matures. Wealth Management's Kevin Gardiner also discusses the impact of the Fed's decision to pause monetary policy normalisation.


  • 12 December 2018

    This issue provides a year-end review looking at the latest Market Perspective: When markets disappoint.



    Please note: This audio content is produced by Rothschild & Co Wealth Management UK Limited and Rothschild & Co Bank AG for information purposes only. The content is not provide as a solicitation of, recommendation of, promotion of, or offer or invitation to buy or sell, any security, fund or any other banking or investment product.

    Nothing in this content constitutes legal, accounting or tax advice. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. Past performance should not be taken as a guide to future performance. Investing for return involves the acceptance of risk: performance aspirations are not and cannot be guaranteed.