A mid-year review with our CIO and Global Investment Strategist
As we pass the mid-year mark, it’s time to reflect on an eventful first half of 2024. Despite a rocky start for stocks and bonds, we’ve seen a strong second quarter for financial markets.
In the latest Perspectives podcast from our Swiss wealth management business, Laura Künlen sits down with CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to explore key macroeconomic developments and the performance of our strategies. They provide insights into the outlook for the remainder of 2024, highlighting the continued decline in inflation and ongoing economic growth. Finally, they review the wide-ranging impact of artificial intelligence and the "Magnificent Seven".
Are these trends here to stay?
Subscribe to Perspectives on Apple Podcasts and Spotify.
Recorded on July 17th 2024
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The US consumer: mixed signals
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The perils of making predictions
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History is littered with examples of people making predictions that later turned out to be inaccurate. How can we become better at forecasting the future? Our Quarterly Letter delves into this topic to investigate some of the perils of making predictions.
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Rothschild & Co’s UK Wealth Management business names James Morrell as Deputy CEO
Press releases
The newly created Deputy CEO role will provide increased capacity at a senior level to help meet the growing demand for Rothschild & Co’s wealth management services from existing and future clients.