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Asesoramiento experto en fusiones y adquisiciones y mercados de capitales (Solo en inglés)

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Victor Balfour

Global Investment Strategist

Victor Balfour - Investment Strategist - Rothschild & Co

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.

Experience

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.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

Five stock market talking points in 2026

Global equities rose despite geopolitical tensions, as markets looked through near-term risks. AI infrastructure spending drove returns and earnings growth, valuations sent mixed signals, and corporate activity remained subdued but showed signs of recovery.

 The next UK Prime Minister

Following Keir Starmer’s resignation, Andy Burnham has emerged as Labour’s likely successor. Despite political uncertainty, markets remain calm, with economic and geopolitical trends outweighing domestic politics. Significant policy change appears unlikely.

 SpaceX: Infinity and beyond?

Markets are preparing for a wave of megacap IPOs led by SpaceX, amid strong AI-driven optimism. While liquidity should absorb issuance comfortably, questions remain around valuations, passive investing, concentration risk and index influence.

 Inflation, stock valuations, AI FAQs

Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.

 Supply chain update

Global supply chains face rising stress but remain resilient. Hormuz disruption halted key energy flows, prompting rerouting. Delivery times have lengthened slightly, shipping rates remain contained, and trade volumes stay healthy. Overall pressure is rising, though far below pandemic-era supply chain disruption.

 Wait and see

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.