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/

"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 National Security Adviser brings decades of experience at the centre of government and national security. In this episode, he reflects on the forces shaping today’s environment and why the quieter, underlying dynamics often matter most.

This episode was recorded on 3 December 2025.

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

As 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 podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a changing environment, and the themes that could influence the investment landscape in 2026.

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

As 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 sentiment: the pause in gold’s long rally, renewed questions about the health of US banks, and the ongoing debate around potential bubbles in technology.

We also discuss what this means for portfolio positioning, and why a disciplined, balanced approach still feels like the most sensible path forward.

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

Equities 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 Investment Strategists Kevin Gardiner and Victor Balfour join Laura Künlen to discuss what’s driving markets, whether inflation has entered a “new normal”, and the right stance for our asset allocation as we head into year-end.

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

August 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 that fundamentals matter more than short-term noise.

You can read our latest macro scorecard here: Macro Scorecard.

Recorded on August 20 2025.

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