Perspectives
by Rothschild & Co Wealth Management Switzerland
Latest episode
Much ado about markets?
Much ado about markets?
About this podcast
In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
Episodes
The newest 20 of 60 episodes
- Much ado about markets? · 14 minThe US midterms have given political commentators plenty to discuss. But how much has really changed for investors? In this episode of Perspectives, Laura Künlen is joined by…
- So far, so good? · 14 minAs markets enter the final quarter of the year, investors have plenty to digest. Growth remains surprisingly resilient, even as energy prices rise, bond yields climb and…
- Markets refuse to blink · 13 minMarkets have had plenty to digest over the summer from higher bond yields and stubborn inflation to rising oil prices and mounting US debt. Yet the economy and equity markets…
- Hot headlines, cool markets · 14 minRecent weeks have brought no shortage of market-moving developments. Renewed geopolitical tensions, rising bond yields, resilient equity markets, a closely watched earnings…
- Eyes on the second half · 15 minAs we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges. Despite heightened geopolitical tensions, shifting…
- Art Basel Special: Art, Wealth & Legacy · 28 minArt is one of the few assets people often fall in love with before asking what it's worth. In this special Art Basel edition, Laura Künlen is joined by Giovanna Lagutaine…
- Signals through the noise · 15 minIn this month’s episode, we discuss the continued strength in global equities despite rising energy prices, renewed inflation concerns, and geopolitical uncertainty. We also…
- Calm in the crosscurrents · 14 minMarkets have remained strikingly composed in the face of a more uncertain geopolitical backdrop and rising energy costs. In the episode, we examine what is anchoring that…
- Markets on edge · 13 minIn this episode, Laura Künlen, Investment Communications, is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to unpack the latest market developments…
- Adjusting the dial · 13 minIn this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership…
- Turning the volume back up · 13 minJanuary has turned the volume back up - geopolitics, policy rhetoric, and shifting market narratives. Yet beneath the headlines, markets have remained relatively steady so far…
- In conversation with Mark Sedwill, former UK Cabinet Secretary and National Security Adviser · 36 min"We need to recognise that that we're in a world of power, blocks of raw power." Lord Sedwill, Chair of our Geopolitical Advisory Board and former UK Cabinet Secretary and…
- Understanding 2025, Anticipating 2026 · 24 minAs 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy. In our final…
- Even gold must cool after a forge · 11 minAs we approach the final weeks of the year, markets continue to show resilience, though not without moments of unease. In our latest podcast, we examine the factors shaping…
- The Fed, the dollar and the road ahead · 11 minEquities higher, bond yields rising, the Fed back in easing mode, and the US dollar under pressure - investors have had plenty to digest in recent weeks. In this episode, Global…
- Summer's end, September's bend? · 11 minAugust is usually a quiet month, yet this year was anything but. Tariffs, politics, and a 39% US levy on Swiss exports dominated the headlines, but markets held firm – a reminder…
- In conversation with Gabriel Gascon, Head of Private Banking Geneva · 15 minMarkets keep changing — but our values remain the same. Gabriel Gascon, Head of Private Banking Geneva, brings over 20 years of experience at Rothschild & Co. In this episode…
- Entretien avec Gabriel Gascon, Responsable de la Banque Privée à Genève · 16 minGabriel Gascon, Responsable de la Banque Privée à Genève, cumule plus de 20 ans d’expérience au sein de Rothschild & Co. Dans cet épisode de Perspectives de la Gestion de Fortune…
- Fresh news or fresh noise? · 14 minMarkets are moving, and so are the headlines. In the latest episode of Perspectives, host Laura Künlen and Global Investment Strategist Kevin Gardiner discuss the headlines…
- A conversation with Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory · 23 minGeopolitics and financial markets are more intertwined than ever. In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the…
