Kevin Gardiner

Kevin Gardiner - Global Investment Strategist - Rothschild & Co

Global Investment Strategist

LinkedIn
LinkedIn

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.

Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. He chairs the Asset Allocation committee for Mosaique (Switzerland-based) portfolios.

Alongside his work at Rothschild & Co, Kevin chairs the Regional Growth Board for the Cardiff Capital Region, and is a trustee of the London Music Fund. 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.

Experience

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.

Education

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

  • 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.

  • 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.

  • 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.

  • 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.

  • Rates round-up

    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.

  • Democracy and investing in 2024

    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.