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Adjusting the dial

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 shou…
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 f…
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 pot…
"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 th…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Rothschild & Co Wealth Management Switzerland, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.