Perspectives

Hosted by Rothschild & Co Wealth Management Switzerland

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Episodes

Latest episode

Jul 2026

Language

EN-GB

About the show

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.

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57 recent

July 30, 202614 min

Hot headlines, cool markets

Recent weeks have brought no shortage of market-moving developments. Renewed geopolitical tensions, rising bond yields, resilient equity markets, a closely watched earnings season and the changing dynamics behind gold's traditional safe-haven appeal have all given investors plenty to consider. In our latest podcast, we explore the key themes shaping markets and discuss what they mean for portfolios. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

July 1, 202614 min

Eyes on the second half

As we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges. Despite heightened geopolitical tensions, shifting interest rate expectations and ongoing debate around artificial intelligence, the global economy has remained more resilient than many anticipated. At the same time, market leadership is beginning to broaden, raising important questions about what may lie ahead. In our latest podcast, we explore the themes shaping markets today - from economic resilience and the outlook for interest rates to the evolution of the AI investment story and what it all means for portfolios in the months ahead. Recorded on 30 June 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

June 24, 202628 min

Art Basel Special: Art, Wealth & Legacy

Art 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, Managing Director, and Jonathan Levy, Art Expert and Curator at Rothschild & Co Bank AG, to discuss the global art market, evolving collector behaviour, and the role of art in preserving wealth, identity, and legacy. From quality and stewardship to succession planning and legacy, the conversation explores why the most meaningful collections are about far more than financial value alone. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

May 29, 202615 min

Signals through the noise

In this month’s episode, we discuss the continued strength in global equities despite rising energy prices, renewed inflation concerns, and geopolitical uncertainty. We also examine the role of AI-driven investment, the concentration of market leadership, and what these developments mean for portfolio positioning in the months ahead. Recorded on 28 May 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

April 23, 202613 min

Calm in the crosscurrents

Markets 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 resilience, how markets are interpreting the current environment, and what it means for our asset allocation. Recorded on 22 April 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

March 20, 202612 min

Markets on edge

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/

February 19, 202613 min

Adjusting the dial

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 22, 202613 min

Turning the volume back up

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. Recorded on 21 January 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

January 13, 202636 min

In conversation with Mark Sedwill, former UK Cabinet Secretary and National Security Adviser

"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/

December 7, 202524 min

Understanding 2025, Anticipating 2026

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/