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Global Advisory

Partner d’eccellenza per la consulenza finanziaria alle imprese M&A e Capital Markets (Solo in inglese)

Wealth Management

Una prospettiva a lungo termine per aiutare i clienti privati ​​a preservare e accrescere il proprio patrimonio

Asset Management

Soluzioni e servizi di investimento globali per clienti istituzionali, intermediari finanziari e consulenti finanziari indipendenti (Solo in inglese)

Five Arrows

La nostra piattaforma specializzata nella gestione di fondi di Private Equity e Private Debt (Solo in inglese)

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Perspectives podcast: Higher for longer

Updated
Published

September lived up to its bad reputation in financial markets, and oil prices were far from being a barrel of fun either. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent comments by central banks, provide insights on commodity price dynamics and currencies, and delve into what lies ahead.

Recorded on October 4th 2023.

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Investments linked to artificial intelligence continue to support global growth, but they are also contributing to a sustained rise in long-term interest rates. At the same time, geopolitical tensions and uncertainty surrounding the Federal Reserve’s communication are maintaining a more fragile economic environment.

Back to the future

In recent years, Artificial Intelligence (AI) has taken centre stage, fuelled by spectacular promises and applications that are now very much a reality. We have already noted on several occasions that this revolution is underpinned by less visible building blocks, such as strategic metals, data centres and electricity grids. Recent developments invite us to broaden that perspective even further.