Global Investment Strategist
Anthony is an Investment Strategist at Rothschild & Co Wealth Management, having joined in 2022. He is responsible for the in-house strategy view on both the global economy and capital markets.
Prior to joining Rothschild & Co, Anthony worked as an economist at a sell-side research house called Absolute Strategy Research. He also worked in the equity strategy team there, though started his career at a fintech start-up which focused on emerging markets.
Anthony graduated with first-class honours from the University of Bristol in 2018, having studied (BSc) Economics with Study in Continental Europe
Market Perspective
In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.
Strategy Blog
The dollar’s current upward momentum looks to have been underpinned by relatively strong US growth. We examine the ‘dollar smile’ theory, which seeks to explain when we should expect strong performance from the greenback, and the impact for investors.
Market Perspective
Despite geopolitical tensions and shifting expectations of interest rate cuts, financial markets have been remarkably resilient. In this Market Perspective, we discuss the 'higher for longer' monetary policy and assess the importance of mounting US government debt.
Strategy Blog
Earnings growth is rising in the United States, suggesting the market could have passed a turning point. Ahead of the release of first quarter earnings figures, we consider what this means for investors and examine how earnings expectations can be fallible.
Strategy Blog
Gold has risen in value by more than 5% over the past week to reach an all-time high. But unlike stocks it does not generate a dividend and unlike bonds there is no coupon paid to investors. So what factors are behind the precious metal’s recent resurgence?
Strategy Blog
Chipmaker Nvidia has announced strong financial results. Alongside the rest of the ‘Magnificent Seven’ tech and AI stocks, it has been a key driver of the US market in recent times. But should investors now be worried about market concentration around these big names?
