Perspectives
In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
Perspectives
Looking at 2025 with our CIO and Global Investment Strategist
2024 was anything but a dull year. But what lies ahead?
In this episode of our Perspectives podcast, Laura Künlen is joined by CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to review last year’s macro market and portfolio performance. They reflect on a year marked by resilient economic growth amid geopolitical tensions, the strong performance of gold, and the political upheaval that shaped global markets.
Looking ahead to 2025, they share insights on the evolving role of AI, potential market risks, and opportunities for investors this year.
Recorded on January 22nd, 2025.
