Kevin Gardiner

Kevin Gardiner - Global Investment Strategist - Rothschild & Co

Global Investment Strategist

Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. The strategy team is responsible for in-house views on the global economy and capital markets. He chairs the Zurich-based Asset Allocation committee.

Prior to joining Rothschild & Co, Kevin worked at Barclays Wealth, latterly as CIO (Europe), from 2009. Previously, he worked for more than twenty years as a sell-side economist and strategist at several investment banks. He started his career as an economist at the Bank of England.

Kevin is a member of the Cardiff Capital Region’s advisory board, and a trustee of the London Music Fund. He has been a member of the Welsh Government’s Financial and Professional Services advisory panel, and of the Cardiff City Deal’s Growth Commission. For nine years to 2018 he was a Governor and chair of the Finance Committee at the United World College of the Atlantic. In 1994, at Morgan Stanley, he wrote the “Celtic Tiger” report on the Irish economy, still the fastest-growing economy in Western Europe. In 2015 his book “Making Sense of Markets” was published by Palgrave Macmillan.

Kevin was a scholarship holder at UWC Atlantic College, where he took the IB. He graduated with a BSc (Econ) from the London School of Economics, and an MPhil (Econ) from Cambridge University.

Read more from Kevin

  • Macro update: polls, populists, policy and portfolios

    Strategy Blog

    In this strategy blog, we look at how polls, populists, policies and portfolios are affected by recent, and upcoming macro events.

  • Navigating wealth preservation

    Perspectives podcast

    What is our conclusion of the Q1 2024 earnings season? What are the benefits of active investing? And how are different asset classes performing in the current market environment? Listen to our latest Perspectives podcast to find out more.

  • UK general election

    Strategy Blog

    The starting pistol has been fired in the general election race, with the vote scheduled to take place on 4 July. In this strategy blog we preview the upcoming campaign and take an early look at the impact the election could have on investors and markets.

  • Is the stock market's advance too narrow?

    Strategy Blog

    Much has been made of the ‘Magnificent Seven’ technology and AI companies that have boosted the US stock market, but should we be concerned about overconcentration? In this blog we delve into the history of major companies and ask how concentrated is too concentrated?

  • The next mood shift

    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.

  • Higher for even longer?

    Perspectives podcast

    Market sentiment has recently shifted, and geopolitical tensions have re-escalated in the Middle East. Join our Global Investment Strategists to explore whether the "higher for longer" scenario regarding interest rates has returned.

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