Wealth Management Strategy podcast Wealth Management Strategy podcast In this sectionWealth ManagementWealth InsightsStrategy podcastInsights videosOfficesClient Login Strategy podcastInsights videos 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. 12 February 2020 Your browser does not support iframes In our first Strategy podcast of 2020 our Global Investment Strategists, Kevin Gardiner and Victor Balfour, and Head of Investment Insights, William Haggard, discuss the quiet rebound in economic and business data, what we should observe from the latest viral outbreak in China and how we remain positioned in our latest asset allocation views. Previous podcasts 18 December 2019In the final Strategy podcast of 2019, our Global Investment Strategist Kevin Gardiner and William Haggard discuss US-China trade, Modern Monetary Theory and what a stabilisation in some of the data means for our strategic portfolio positioning. Your browser does not support iframes 22 November 2019In November's episode of the Strategy podcast, Global Investment Strategist Kevin Gardiner, Victor Balfour and William Haggard discuss why the business cycle remains a relatively polite one and how corporate profits didn't slow, as well as why we moved neutral equities in October and what we can learn from a look at collectivism vs individualism. Your browser does not support iframes 10 October 2019Our 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. Your browser does not support iframes 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. Your browser does not support iframes 13 June 2019A 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 2019In 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? Your browser does not support iframes 18 March 2019In 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. Your browser does not support iframes 8 February 2019February'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. Your browser does not support iframes 12 December 2018This issue provides a year-end review looking at the latest Market Perspective: When markets disappoint. Your browser does not support iframes DisclaimerPlease 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 provided 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.