Perspectives
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.
Perspectives
The Trump Bump
What does Donald Trump’s re-election mean for financial markets?
In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss the potential implications for investors. They explore how financial markets reacted in the aftermath of the election and the opportunities this might present for investment strategies. They also review the ongoing third-quarter earnings season and the latest developments in China’s stimulus measures. Finally, they explain how the current asset allocation continues to offer stability and opportunity in light of the latest market dynamics.
Recorded on November 12th 2024.
