Episodes

  • A mid-year review with our CIO and Global Investment Strategist
    Jul 18 2024

    As we reach the mid-year mark, it's time to reflect on an eventful first half of 2024.

    In the latest Perspectives podcast from Rothschild & Co, Laura Künlen discusses with Global Investment Strategist Kevin Gardiner and CIO Dr. Carlos Mejia the main macroeconomic developments and how our strategies have performed. They also explore the outlook for the remainder of 2024 and delve into two of this year's key topics: Artificial Intelligence and the Magnificent Seven.

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    17 mins
  • Polls, policy and portfolios
    Jul 5 2024

    As we enter Q3 2024, political developments continue to hold our attention.

    However, what concerns us as citizens does not always align with what affects us as investors: markets often operate impersonally.

    In the latest edition of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner delve into recent European elections and explore their repercussions on financial markets as well as other pivotal economic indicators currently in focus.

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    8 mins
  • Navigating wealth preservation
    Jun 5 2024

    In the intricate landscape of securities markets, identifying reliable short-term inflation hedges is no easy feat. However, certain assets demonstrate the potential to outpace inflation. Tune in to the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, where Laura Künlen and Global Investment Strategist Kevin Gardiner explore these asset classes, their recent performance, and the merits of active investing.

    Recorded on June 5th, 2024.

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    15 mins
  • A conversation with Melanie Aspey, Director of The Rothschild Archive
    May 14 2024

    2024 marks the 25th anniversary of The Rothschild Archive Trust.

    In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the Rothschild family, and discuss how their values can offer inspiration and guidance for businesses and leaders in today's ever-changing world.

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    22 mins
  • Higher for even longer?
    May 2 2024

    In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of geopolitical tensions in the Middle East. They also explore whether the "higher for longer" scenario regarding interest rates has returned, and provide an assessment of the ongoing Q1 earnings cycle.

    Recorded on May 1st, 2024.

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    10 mins
  • The last mile
    Apr 11 2024

    In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour explore recent major central bank actions, analyse the various narratives influencing the oil market, and offer updates on gold and bitcoin prices.

    Recorded on April 10th, 2024.

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    11 mins
  • Dispelling misconceptions
    Feb 29 2024
    Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.

    In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse the broader macroeconomic landscape and discuss recent adjustments made to our asset allocation.



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    11 mins
  • A conversation with a senior adviser
    Feb 14 2024

    Simon Brewer, host of the acclaimed finance podcast, "The MoneyMaze Podcast", holds the position of senior adviser to Rothschild & Co in London.

    In this special edition of our Perspectives podcast, Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a senior adviser, and how his podcast contributes to his effectiveness in this role.

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    16 mins