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/