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/

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/

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/