Perspectives

Rothschild & Co Wealth Management Switzerland

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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20 episodes
monthly
Avg 16 min
English

Episodes 20

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July 30 · 14 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 · 14 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 · 28 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 · 15 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 · 13 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 · 12 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 · 13 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 · 13 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 · 36 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/
Dec 7, 2025 · 24 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/
Oct 27, 2025 · 10 min
Even gold must cool after a forge
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/
Sep 25, 2025 · 10 min
The Fed, the dollar and the road ahead
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/
Aug 22, 2025 · 10 min
Summer's end, September's bend?
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/
Jul 10, 2025 · 15 min
Entretien avec Gabriel Gascon, Responsable de la Banque Privée à Genève
Gabriel 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 en Suisse, Laura Künlen s’entretient avec Gabriel sur ce qui continue de distinguer notre maison, pourquoi nos clients recherchent la clarté plutôt que la complexité, et comment la Suisse s’est imposée comme un centre mondial d’expertise en matière de gestion de patrimoine. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Jul 10, 2025 · 14 min
In conversation with Gabriel Gascon, Head of Private Banking Geneva
Markets 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, host Laura Künlen speaks with Gabriel about what continues to set the firm apart, why clients prioritise clarity over complexity, and how Switzerland has earned its reputation as a global centre of wealth expertise. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
May 29, 2025 · 14 min
Fresh news or fresh noise?
Markets 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 currently shaping investor sentiment - from the US budget proposal and tariff tensions to an encouraging economic signal from Germany. Recorded on 29 May 2025. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
May 16, 2025 · 23 min
A conversation with Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory
Geopolitics 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 growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportunities in an increasingly complex landscape. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Apr 29, 2025 · 8 min
Beyond liberation day
On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty. In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail. They also review the latest moves from central banks and discuss what they could mean for the road ahead. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Mar 21, 2025 · 10 min
Keeping a steady hand
Markets have been shifting in recent weeks, raising key questions for investors. In the latest Perspectives podcast, Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss recent market movements, the impact of Germany’s increased infrastructure and military spending, and the latest central bank decisions from the US Federal Reserve, Bank of England, Swiss National Bank, and Bank of Japan. What do these developments mean for our asset allocation, and how should investors navigate this landscape? Recorded on March 20th, 2025. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
Mar 13, 2025 · 22 min
A conversation with Dean Lush, Executive Vice Chair Wealth Management UK
Few understand the evolution of Rothschild & Co better than Dean Lush, Executive Vice Chair, who’s been with the company for nearly four decades. In our latest episode, Dean reflects on how the business has adapted to a changing industry while preserving its core values. He also shares his perspective on leadership, legacy, and why putting clients first remains the firm’s guiding principle. Recorded in December 2024. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

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