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Perspectives podcast: Higher for longer

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September lived up to its bad reputation in financial markets, and oil prices were far from being a barrel of fun either. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent comments by central banks, provide insights on commodity price dynamics and currencies, and delve into what lies ahead.

Recorded on October 4th 2023.

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In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.