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.
Victor Balfour
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.
Victor is an Investment Strategist and a Director at Rothschild & Co Wealth Management, having joined in 2012.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a trustee of the Rothschild & Co Pension Scheme.
Experience
Victor began his career at Psigma where he was responsible for advising wealthy clients, families and trusts.
Education
Victor graduated from the University of Bristol with a BSc (Hons) in Biochemistry.
Read more from Victor
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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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The US election: too close to call
Insights
We are now entering the final act of this dramatic 60th presidential election. The polls are too close to call, yet the candidates’ positions could hardly be more polarised. In this election essay we examine the potential economic repercussions of the upcoming vote.
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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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Are oil prices pushing inflation higher?
Strategy Blog
Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.