Kevin Gardiner

Kevin Gardiner - Global Investment Strategist - Rothschild & Co

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.

Read more from Kevin

  • Perspectives podcast: Too good to be true?

    Market Perspective

    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?

  • Economic crisis and resolution

    Market Perspective

    With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?

  • Disinflation and growth

    Market Perspective

    Money and bond markets suggest interest rates are about to plateau. But has groupthink affected our expectations? In this Market Perspective we ask what investors can do about bias. Plus, we examine the latest inflation figures.

  • Growth challenges

    Strategy Blog

    In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.

  • Still got the blues

    Strategy Blog

    In this Strategy blog, we take a look at how bond yields are reaching new highs, and the impact this is having on bonds and stocks.

  • Perspectives podcast: Higher for longer

    Market Perspective

    Insights into the key drivers behind the outlook for China's economy as well as an update on the Q2 earnings results so far.