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
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?
Market Perspective
Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.
Strategy Blog
It has been almost one year since banking stresses first emerged – and quickly dissipated – in the United States. But amid renewed concerns over the country’s banking sector, could the unwanted return of market stress lead us to a full-blown banking crisis?
Strategy Blog
Retail sales in the UK declined in December, but this figure accounts for less than third of total consumer spending. In this blog we discuss how strong savings levels, falling energy costs and lower mortgage rates mean spending is not as weak as it may appear.