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/

In this month’s episode, we discuss firmer US economic data and what continued resilience may imply for the trajectory of rate cuts. We also reflect on evolving market leadership and constructive earnings, as well as recent developments in gold and currencies. As narratives shift quickly, what should investors focus on next?

Recorded on 18 February 2026.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

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/

"We need to recognise that that we're in a world of power, blocks of raw power."

Lord Sedwill, Chair of our Geopolitical Advisory Board and former UK Cabinet Secretary and National Security Adviser brings decades of experience at the centre of government and national security. In this episode, he reflects on the forces shaping today’s environment and why the quieter, underlying dynamics often matter most.

This episode was recorded on 3 December 2025.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy.

In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investment Communications, to discuss the forces that shaped markets, how we positioned portfolios in a changing environment, and the themes that could influence the investment landscape in 2026.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

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.

https://www.rothschildandco.com/en/wealth-management/switzerland/insights/