Global Investment Strategist
Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. The strategy team is responsible for in-house views on the global economy and capital markets. He chairs the Zurich-based Asset Allocation committee.
Prior to joining Rothschild & Co, Kevin worked at Barclays Wealth, latterly as CIO (Europe), from 2009. Previously, he worked for more than twenty years as a sell-side economist and strategist at several investment banks. He started his career as an economist at the Bank of England.
Kevin is a member of the Cardiff Capital Region’s advisory board, and a trustee of the London Music Fund. He has been a member of the Welsh Government’s Financial and Professional Services advisory panel, and of the Cardiff City Deal’s Growth Commission. For nine years to 2018 he was a Governor and chair of the Finance Committee at the United World College of the Atlantic. In 1994, at Morgan Stanley, he wrote the “Celtic Tiger” report on the Irish economy, still the fastest-growing economy in Western Europe. In 2015 his book “Making Sense of Markets” was published by Palgrave Macmillan.
Kevin was a scholarship holder at UWC Atlantic College, where he took the IB. He graduated with a BSc (Econ) from the London School of Economics, and an MPhil (Econ) from Cambridge University.
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.
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.
Strategy Blog
Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
Strategy Blog
Democracy is said to be in crisis, but is that actually the case? And would it affect portfolios if it is? We outline why we think the global business cycle will likely remain the day-to-day driver of portfolios, regardless of what happens at the ballot box.
Strategy Blog
The UK Budget lacked any last-minute surprises, with no rabbit pulled from the fiscal hat during Jeremy Hunt's latest statement. In this blog we scrutinise the Office for Budgetary Responsibility's latest forecast and examine the wider economic outlook
Market Perspective
Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.