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/