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EPISODE · Sep 25, 2025 · 10 MIN

The Fed, the dollar and the road ahead

from Perspectives · host Rothschild & Co Wealth Management Switzerland

Equities higher, bond yields rising, the Fed back in easing mode, and the US dollar under pressure - investors have had plenty to digest in recent weeks.  In this episode, Global Investment Strategists Kevin Gardiner and Victor Balfour join Laura Künlen to discuss what’s driving markets, whether inflation has entered a “new normal”, and the right stance for our asset allocation as we head into year-end.https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

Episode metadata supplied by the publisher feed · Published Sep 25, 2025

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The Fed, the dollar and the road ahead

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