Global 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.
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.
Strategy Blog
Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.
Market Perspective
Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.
Strategy Blog
In selecting the next leader of the free world, voters in the United States face a decidedly uncompelling choice. We examine what a return to the White House for President Trump could mean for investors, and the outlook if President Biden remains in office.
Market Perspective
2024 is set to be a year of record-breaking elections. But what else should investors be on the lookout for this year?
Strategy Blog
While the US election is far from a foregone conclusion, opinion polls point towards to a change of leadership in the UK. However, setting any personal political sympathies aside, in what ways can a change of government affect investors and the wider economic picture?
