Markets refuse to blink

Markets 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 remain remarkably resilient. In our latest podcast, we discuss what is keeping markets on course, the risks ahead and what it all means for our asset allocation. Recorded on 8 September 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/