Wealth Insights

1 Jun 2023 | Monthly Market Summary 

Despite the US large-cap tech stock rally in May, global equities fell by 1.1% and global government bonds declined by 2.2% (USD, unhedged terms).

17 May 2023 | Perspectives Podcast

What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? In this episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more.

11 May 2023 | Market Perspective

Markets have quickly regained some poise, but it is still too soon to conclude that we are out of the banking and economic woods. In this edition of Market Perspective, we review cyclical risk and update our inflation monitor, before evaluating economic performance of different countries.

Also available in German & French.

28 Apr 2023 | Mosaique Insights

The 11th edition of Mosaique Insights takes a closer look at the first three months of 2023, unpacks the outlook for Fixed Income and sheds some light on the Private Markets asset class. This edition also features an interview with a data science professor who will discuss most recent developments in the artificial intelligence space. Furthermore, we will present Rothschild & Co's philanthropic group approach to empower future generations.

Also available in German and French.

27 Apr 2023 | Perspectives Podcast

The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.

18 Apr 2023 I Investment Views

Family businesses are the backbone of the global economy and have been firmly rooted in society for centuries. In our latest Investment Views, we will explore the secrets to the success of family businesses and highlight one inspiring example of a family-owned company that has a long history of success and resilience.

28 Mar 2023 I ESG - Business with Humanity

The 2022 proxy season was a busy one with the number of shareholder proposals that went to vote increasing significantly. This shift in voting practices is expected to continue in 2023.

28 Feb 2023 | Company Insights

In an interview with ASML's Head Investor Relations Europe, Marcel Kemp, we find out more about the firm's product portfolio, the industry, and the general market outlook.

Also available in German & French.

14 Feb 2023 | Private Market Series

Currently, private debt investors benefit from attractive yields of 7% to 10% per annum. We compare the characteristics of private debt to other fixed income segments and equities, highlight its advantages and examine the risks in case of an economic stress scenario.