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Few would have predicted recent tumultuous events in the banking sector. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour provide an update on the banking sector and discuss what this means for investors.

As focus shifts from the collapse of Silicon Valley Bank last week to the solvency Credit Suisse, central bank interventions have soothed fears of the contagion spreading. In this strategy blog our team analyses why our overall risk appetite remains unchanged.

Idiosyncratic headwinds compounded by losses on its treasury and mortgage-backed security portfolio lead to the collapse of Silicon Valley Bank. Are there signs of contagion? In this Strategy blog, we analyse the situation around the collapse and consider further risks.

Despite cautious central bank communication about the policy outlook, particularly in view of the persistent strength of labour markets, investors were expecting rate cuts in the second half of 2023 amid a fall in global inflation. Yet, recent macroeconomic data has poured cold water on their quick disinflation sanguine view.

This International Women's Day we open the door to the Rothschild Archive. In the latest episode Wealth Management Switzerland's Perspectives podcast, Laura Künlen and Melanie Aspey, Director of the Rothschild Archive, shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till today.

Lower commodity prices, including energy prices, are trickling down to consumers, affecting both sides of the Atlantic slightly differently. In this strategy blog, we examine how the energy crisis has abated a year after the outbreak of war in Ukraine and its impact.

Capital markets experienced a difficult February, as renewed interest rate risk from further monetary tightening moved into focus. Both global equites and government bonds fell last month.

A challenging and unusual cyclical backdrop has impacted the credit cycle. Credit spreads have narrowed and default rates remain low, with relative debt position declining due to faster nominal growth and ongoing deleveraging. As momentum continues, credit spreads may narrow more.

Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? Find out more in the latest instalment of the Perspectives podcast.

As incoming data shows inflation rolling over—despite low unemployment—the good news may not last. But what happens next? In this Strategy Blog, we discuss the state of inflation and why interest rates look more like plateaus than peaks, leaving us at odds with the money markets.

Falling real income, rising inflation, and monetary tightening have led to a sense of economic fatalism. However, throughout Europe, the UK, and the US, signs are suggesting a (hopeful) turn of events, making for a better outlook for the year ahead.

Currently, Private Debt investors benefit from attractive yields of 7% to 10% per annum. We compare the characteristics of Private Debt to other fixed income segments and equities, highlight its advantages and examine the risks in case of an economic stress scenario.