Wait and see
Market Perspective
In this Market Perspective we examine President Trump’s economic policies, geopolitical risks, and market dynamics. As well as the potential impacts on global markets, trade relationships, and investment strategies.
Anthony Abrahamian
Global Investment Strategist
The Global Investment Strategy Team analyse macroeconomic and geopolitical developments, focusing on their likely impact on investment markets. They work primarily with our Wealth Management businesses in London, Switzerland and Germany, but occasionally with our Global Advisory and Merchant Banking businesses too.
Anthony is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2022.
Experience
He previously worked in both the equity strategy research and economics teams at Absolute Strategy Research, a sell-side research house. He began his career at a fintech start-up, focused on emerging markets.
Education
Anthony graduated from the University of Bristol with first-class honours in BSc Economics with Study in Continental Europe.
Read more from Anthony
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Must growth disappoint?
Market Perspective
President Trump’s upcoming return to the White House has brought much noise with it. In this Market Perspective we look at the impact the new presidency could have on markets. We also discuss how the global economy deals with debt, rates and tariffs.
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Serious, not hopeless
Market Perspective
Global temperatures are rising. In this Market Perspective we reflect on some of the long-term economic questions raised by climate change. We examine its recent inflationary effect and some of the practical issues we encounter when trying to invest sustainably.
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The next mood shift
Market Perspective
In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.
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Gold rush?
Strategy Blog
Gold has risen in value by more than 5% over the past week to reach an all-time high. But unlike stocks it does not generate a dividend and unlike bonds there is no coupon paid to investors. So what factors are behind the precious metal’s recent resurgence?
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The AI-driven surge
Strategy Blog
Chipmaker Nvidia has announced strong financial results. Alongside the rest of the ‘Magnificent Seven’ tech and AI stocks, it has been a key driver of the US market in recent times. But should investors now be worried about market concentration around these big names?