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

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Perspectives podcast: Shifting gears

Fecha de publicación

Recent weeks have been marked by an unforeseen decline in June's inflation figures. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss how this has changed our investment thinking, provide insights into the key drivers behind the outlook for China's economy as well as give an update on the Q2 earnings results so far.

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Rothschild & Co appoints Pablo Hernandez Schmidt-Tophoff as Head of Energy Services & Decarbonization, North America

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 Asset Management: Monthly Macro Insights - October 2026

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 Debt and taxes

Fiscal debates focus on debt and deficits, but government size may matter more. While debt shows little link to bond yields, higher taxes and spending can affect competitiveness, growth and economic efficiency.