Victor Balfour

Victor Balfour - Investment Strategist - Rothschild & Co

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.

Read more from Victor

  • Perspectives Podcast: The Economic Mist Clears

    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?

  • Strategy blog: Farewell 2022

    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 Perspective - The economic mist clears

    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 Perspective - The old normal

    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 Perspective - Climbing the Wall

    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.

  • Strategy blog: The end of TINA?

    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’)?