Signals through the noise

The US midterms have given political commentators plenty to discuss. But how much has really changed for investors?In this episode of Perspectives, Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to explore the implications of the election results, political and fiscal uncertainty in Europe, and renewed nervousness surrounding the AI trade.With the global economy proving remarkably resilient and corporate earnings remaining strong, the discussion turns to a familiar question: what really matters for markets, and when is there reason for investors to act?Further readingThe blue waveThe MidtermsInterest rates and AI: what's in the price?US Earnings: where on the dial?AI jitters returnDebt and taxesRecorded on 4 November 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

As markets enter the final quarter of the year, investors have plenty to digest. Growth remains surprisingly resilient, even as energy prices rise, bond yields climb and inflation risks linger.In the latest episode of Perspectives, we discuss what is keeping the global economy on track, the increasingly narrow leadership in equity markets, and the risks that could challenge the current picture as we head towards year-end.Recorded on 30 September 2026.Want to explore the topic further?Read our latest Market Perspective.https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Markets have had plenty to digest over the summer from higher bond yields and stubborn inflation to rising oil prices and mounting US debt. Yet the economy and equity markets remain remarkably resilient. In our latest podcast, we discuss what is keeping markets on course, the risks ahead and what it all means for our asset allocation. Recorded on 8 September 2026.https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Recent weeks have brought no shortage of market-moving developments. Renewed geopolitical tensions, rising bond yields, resilient equity markets, a closely watched earnings season and the changing dynamics behind gold's traditional safe-haven appeal have all given investors plenty to consider.   In our latest podcast, we explore the key themes shaping markets and discuss what they mean for portfolios. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

As we reach the halfway point of the year, markets continue to present investors with both opportunities and challenges.  Despite heightened geopolitical tensions, shifting interest rate expectations and ongoing debate around artificial intelligence, the global economy has remained more resilient than many anticipated. At the same time, market leadership is beginning to broaden, raising important questions about what may lie ahead. In our latest podcast, we explore the themes shaping markets today - from economic resilience and the outlook for interest rates to the evolution of the AI investment story and what it all means for portfolios in the months ahead. Recorded on 30 June 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Art is one of the few assets people often fall in love with before asking what it's worth.In this special Art Basel edition, Laura Künlen is joined by Giovanna Lagutaine, Managing Director, and Jonathan Levy, Art Expert and Curator at Rothschild & Co Bank AG, to discuss the global art market, evolving collector behaviour, and the role of art in preserving wealth, identity, and legacy.From quality and stewardship to succession planning and legacy, the conversation explores why the most meaningful collections are about far more than financial value alone.https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

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/