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PODCAST

Perspectives

Rothschild & Co Wealth Management Switzerland

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.

business investing

All Episodes

13:49

Calm in the crosscurrents

Perspectives ·

2026/04/23

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/

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12:47

Markets on edge

Perspectives ·

2026/03/20

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:/...

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13:14

Adjusting the dial

Perspectives ·

2026/02/19

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/

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13:13

Turning the volume back up

Perspectives ·

2026/01/22

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/

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36:02

In conversation with Mark Sedwill, former UK Cabinet...

Perspectives ·

2026/01/13

"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.rothschilda...

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24:23

Understanding 2025, Anticipating 2026

Perspectives ·

2025/12/07

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. ...

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10:40

Even gold must cool after a forge

Perspectives ·

2025/10/27

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 fo...

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10:37

The Fed, the dollar and the road ahead

Perspectives ·

2025/09/25

Equities higher, bond yields rising, the Fed back in easing mode, and the US dollar under pressure - investors have had plenty to digest in recent weeks. In this episode, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Künlen to discuss what’s driving markets, whether inflation has entered a “new normal”, and the right stance for our asset allocation as we head into year-end.

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10:46

Summer's end, September's bend?

Perspectives ·

2025/08/22

August is usually a quiet month, yet this year was anything but. Tariffs, politics, and a 39% US levy on Swiss exports dominated the headlines, but markets held firm – a reminder that fundamentals matter more than short-term noise. You can read our latest macro scorecard here: Macro Scorecard. Recorded on August 20 2025.

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14:39

In conversation with Gabriel Gascon, Head of Private...

Perspectives ·

2025/07/10

Markets keep changing — but our values remain the same. Gabriel Gascon, Head of Private Banking Geneva, brings over 20 years of experience at Rothschild & Co. In this episode, host Laura Künlen speaks with Gabriel about what continues to set the firm apart, why clients prioritise clarity over complexity, and how Switzerland has earned its reputation as a global centre of wealth expertise.

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15:45

Entretien avec Gabriel Gascon, Responsable de la...

Perspectives ·

2025/07/10

Gabriel Gascon, Responsable de la Banque Privée à Genève, cumule plus de 20 ans d’expérience au sein de Rothschild & Co. Dans cet épisode de Perspectives de la Gestion de Fortune en Suisse, Laura Künlen s’entretient avec Gabriel sur ce qui continue de distinguer notre maison, pourquoi nos clients recherchent la clarté plutôt que la complexité, et comment la Suisse s’est imposée comme un centre mondial d’expertise en matière de gestion de patrimoine.

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14:23

Fresh news or fresh noise?

Perspectives ·

2025/05/29

Markets are moving, and so are the headlines. In the latest episode of Perspectives, host Laura Künlen and Global Investment Strategist Kevin Gardiner discuss the headlines currently shaping investor sentiment - from the US budget proposal and tariff tensions to an encouraging economic signal from Germany. Recorded on 29 May 2025.

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23:06

A conversation with Alice Squires, Co-head of...

Perspectives ·

2025/05/16

Geopolitics and financial markets are more intertwined than ever. In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportunities in an increasingly complex landscape.

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8:54

Beyond liberation day

Perspectives ·

2025/04/29

On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty. In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail. They also review the latest moves from central banks and discuss what they could mean for the road ahead.

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10:33

Keeping a steady hand

Perspectives ·

2025/03/21

Markets have been shifting in recent weeks, raising key questions for investors. In the latest Perspectives podcast, Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss recent market movements, the impact of Germany’s increased infrastructure and military spending, and the latest central bank decisions from the US Federal Reserve, Bank of England, Swiss National Bank, and Bank of Japan. What do these developments mean for our asset allocation, ...

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22:25

A conversation with Dean Lush, Executive Vice Chair...

Perspectives ·

2025/03/13

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 changing industry while preserving its core values. He also shares his perspective on leadership, legacy, and why putting clients first remains the firm’s guiding principle. Recorded in December 2024.

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12:48

The US vs Europe: where should investors focus their...

Perspectives ·

2025/02/28

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 landscape, including the German election outcome, and potential economic impacts from US policy changes under President Trump. Recorded on February 26th, 2025.

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20:56

A conversation with Gary Powell, Deputy Head Wealth &...

Perspectives ·

2025/02/05

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 wealth and asset management and discusses the challenges currently facing private banks, such as technological innovation, regulatory pressures, and geographical expansion. He also shares his views on the crucial role of collaboration in building a successful ...

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12:34

Looking at 2025 with our CIO and Global Investment...

Perspectives ·

2025/01/27

Send us a text2024 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 and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets. Looking ahead to 2025, they share insight...

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16:38

A conversation with our Group Head of Sustainability

Perspectives ·

2024/12/17

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 concepts that underpin the firm's approach in this area?In the latest edition of Perspectives, we speak with Anne Imbach, Rothschild & Co's Group Head of Sustainability, to explore these questions and discuss how the Group's sustainability strategy aligns with i...

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55 results

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