In this episode, Laura Künlen, Investment Communications, is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to unpack the latest market developments amid rising geopolitical tensions in the Middle East and a sharp surge in oil prices. They also explore what higher energy costs could mean for inflation, growth and global markets, and how portfolios are being repositioned in response to increased uncertainty.

This episode was recorded on 19 March 2026.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

In 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 and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what should investors focus on next?

Recorded on 18 February 2026.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

January 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 this month’s Perspectives podcast, we look at what the early weeks of 2026 may be signalling for portfolios: the path for interest rates, signs of broadening market leadership, and why gold remains in focus.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/