Investment Strategist
Victor is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2012. At Rothschild & Co he is responsible for formulating the in-house strategy view on economic, political and market developments.
Victor graduated from the University of Bristol with a BSc (Hons) in Biochemistry. Prior to joining Rothschild & Co, Victor began his career at Psigma where he was responsible for advising wealthy clients, families and trusts.
He is a Chartered Fellow of the Chartered Institute of Securities & Investment and is a Trustee of the Rothschild & Co Pension Scheme.
Market Perspective
A war in Europe, an energy crisis, shades of the 1970’s – inflation and industrial unrest – and sharply rising interest rates. Just to name a few themes that dominated the economic and investment world in 2022. But what about 2023?
Insights
2022 was a tumultuous year: war, an energy crisis, and rising interest rates to name just a few main factors leading to a gloomy market sentiment. As a new year begins, Victor Balfour reflects back on the mood of 2022.
Market Commentary
With geopolitical risk still present and impossible for markets to ignore (though tensions may not necessarily increase further), we are left facing the cyclical question of whether inflation can subside without an economic slump.
Market Commentary
The fiscal fiasco of the former PM’s minibudget put the UK economy centre stage – adding to the fiscal, monetary and geopolitical headlines. Looking beyond these issues, this edition of Market Perspective examines threats to growth, inflation and broader systemic risks.
Market Commentary
The sticky nature of today’s inflation remains the key risk to the global growth outlook. In this Market Perspective, we explore the macro and market backdrop – including a deep dive into the global inflation trajectory – along with the upcoming political calendar.
Insights
It is the worst calendar year return (so far) for bonds, some value may finally be re-emerging in the high-quality government bonds that comprise the core of the global market. Is it time to retire the acronym TINA (‘There is No Alternative’)?
