ABOUT THIS EPISODE
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 should investors focus on next?
Recorded on 18 February 2026.
https://www.rothschildandco.com/en/wealth-management/switzerland/insights/
English
United Kingdom
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OTHER EPISODES IN THIS PODCAST
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…
As 2025 comes to an end, we look back on a year shaped by a complex geopolitical environment, shifting policy signals and an unexpectedly resilient global economy.
In our final podcast episode of the year, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Kuenlen, Investme…
"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…
Disclaimer: The podcast and artwork embedded on this page are from Rothschild & Co Wealth Management Switzerland, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
