OFFRE D'UNE DURÉE LIMITÉE. Obtenez 3 mois à 0,99 $/mois. Profiter de l'offre.
Page de couverture de Perspectives

Perspectives

Perspectives

Auteur(s): Rothschild & Co Wealth Management Switzerland
Écouter gratuitement

À propos de cet audio

 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.© 2025 Rothschild & Co WM Switzerland Finances personnelles Économie
Épisodes
  • Even gold must cool after a forge

    Even gold must cool after a forge
    Oct 27 2025

    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.
    Voir plus Voir moins
    11 min
  • The Fed, the dollar and the road ahead

    The Fed, the dollar and the road ahead
    Sep 25 2025

    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.
    Voir plus Voir moins
    11 min
  • Summer's end, September's bend?

    Summer's end, September's bend?
    Aug 22 2025

    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.

    Voir plus Voir moins
    11 min
Pas encore de commentaire