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.
Episodes
40 episodes
A conversation with Dean Lush, Executive Vice Chair Wealth Management UK
Few understand the evolution of Rothschild & Co better than Dean Lush, Executive Vice Chair, who’s been with the company for nearly four decades. In our latest episode, Dean reflects on how the business has adapted to a changin...
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22:25
The US vs Europe: where should investors focus their attention?
With European stocks outperforming US equities so far in 2025, is the tide turning in global markets? In our latest Perspectives podcast, we discuss the strong performance of European stocks, recent shifts in the geopolitical landsc...
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12:48
A conversation with Gary Powell, Deputy Head Wealth & Asset Management
Gary Powell’s career at Rothschild & Co spans over 30 years, during which he has been instrumental in shaping the firm’s success and strategic direction. In the latest episode of Perspectives, Gary reflects on the evolution of w...
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20:56
Looking at 2025 with our CIO and Global Investment Strategist
2024 was anything but a dull year. But what lies ahead? In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market a...
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12:34
A conversation with our Group Head of Sustainability
Our business was once described as a firm that has a tradition of "combining business with humanity, without neglecting either". But how do we define Corporate Sustainability at Rothschild & Co today, and what are the key conce...
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16:38
2024: a year of conflict, change, and contemplation
What a year 2024 has been! In this year-end episode, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to reflect on a year marked by resilient economic growth amid geopolitical t...
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20:02
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 i...
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10:01
Una conversación con el Director General Wealth Management España
A medida que el panorama financiero español se vuelve cada vez más dinámico, también lo hacen las oportunidades y los retos en la gestión de patrimonios. En la última edición de Perspectives from Wealth Management Switzerland, entrevistamos a H...
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25:52
A conversation with the Head of Wealth Management Spain
As Spain's financial landscape becomes increasingly dynamic, so too do the opportunities and challenges in wealth management. In the latest edition of Perspectives, we speak with Hugo Martin, Head of Wealth Management for Spain, to discuss the ...
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25:28
Fed surprise: insurance, not fire-fighting
Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle?In ...
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11:08
Ein Gespräch mit unserem Head of Wealth Management Deutschland
Wussten Sie, dass der Name „Rothschild“ vom roten Schild stammt, das einst vor dem Haus der Familie in der Judengasse in Frankfurt am Main hing? Hier legte Mayer Amschel Rothschild im späten 18. Jahrhundert den Grundstein für sein Geschäft....
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17:04
A conversation with the Head of Wealth Management Germany
Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the la...
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15:41
Have markets settled down?
This summer has been far from dull. Historically, August and September are weaker months for U.S. stock returns, but last week’s global market sell-off surprised investors with its severity. Since then, markets have staged a remarkable recovery...
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11:41
A mid-year review with our CIO and Global Investment Strategist
As we reach the mid-year mark, it's time to reflect on an eventful first half of 2024. In the latest Perspectives podcast from Rothschild & Co, Laura Künlen discusses with Global Investment Strategist Kevin Gardiner and CIO Dr. ...
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17:27
Polls, policy and portfolios
As we enter Q3 2024, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors: markets often operate impersonally. In the latest...
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7:30
Navigating wealth preservation
In the intricate landscape of securities markets, identifying reliable short-term inflation hedges is no easy feat. However, certain assets demonstrate the potential to outpace inflation. Tune in to the latest episode of Perspectives from Roths...
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14:31
A conversation with Melanie Aspey, Director of The Rothschild Archive
2024 marks the 25th anniversary of The Rothschild Archive Trust. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive,...
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22:03
Higher for even longer?
In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of...
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10:12
The last mile
In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour explore recent major central bank actions, analyse the various narrat...
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11:16
Dispelling misconceptions
Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China.In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour del...
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10:34
A conversation with a senior adviser
Simon Brewer, host of the acclaimed finance podcast, "The MoneyMaze Podcast", holds the position of senior adviser to Rothschild & Co in London.In this special edition of our Perspectives podcast, Laura Künlen and Simon Brewer delve...
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15:34
More of the same?
2024 is set to be a year of record-breaking elections. But what else should investors look out for this year?In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment...
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9:17
A conversation with our Global Investment Strategist
Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade.In the latest episode of our Perspectives p...
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17:20