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Perspectives podcast: Too good to be true?

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How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle?

In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into recent market developments, draw conclusions on a notably eventful year, and offer a preview of what investors can expect in 2024.

Recorded on December 6th 2023.

Subscribe to Perspectives on Apple Podcasts and Spotify. 

Read more articles

Growth Equity Update September 2026 - Edition 54

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

Asset Management: Monthly Macro Insights - September 2026

Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

 Back to the future

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.