Perspectives: Growth Fears Overdone
Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent events in the markets and what underlying factors are driving them.
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Should I form a trust?
Insights
Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.
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Perspectives podcast: The last mile
Market Perspective
The Swiss National Bank's decision to reduce interest rates came as a surprise to the market. Join our Global Investment Strategists to decode central banks' moves, unravel oil market dynamics, and track gold and bitcoin prices.
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A rebound in corporate earnings?
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.
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Asset Management: Monthly Macro Insights - April 2024
Market Commentary
Recent data suggest that inflation could prove persistently high for some time and limit the room for central bank easing. Despite this high-for-long path for policy stances, investors remain convinced it will not prove sufficient to derail global growth.
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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.
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Einblicke: Q2 - 2024 - Potenziell weiterer Aufwind in bestimmten Branchen
Insights
In unseren aktuellen "Einblicken" werfen wir einen Blick auf das abgelaufene sowie das kommende Quartal. Wir zeigen zudem auf, wie sich die Vermögensverwaltung von Rothschild & Co Deutschland im derzeitigen Umfeld positioniert. Lesen Sie jetzt die Einschätzungen unserer Experten.