Signals through the noise

from Perspectives · host Rothschild & Co Wealth Management Switzerland

In this month’s episode, we discuss the continued strength in global equities despite rising energy prices, renewed inflation concerns, and geopolitical uncertainty. We also examine the role of AI-driven investment, the concentration of market leadership, and what these developments mean for portfolio positioning in the months ahead.Recorded on 28 May 2026. https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Episode metadata supplied by the publisher feed · Published May 29, 2026

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Signals through the noise

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