Global Investment Strategist
The Global Investment Strategy Team analyse macroeconomic and geopolitical developments, focusing on their likely impact on investment markets. They work primarily with our Wealth Management businesses in London, Switzerland and Germany, but occasionally with our Global Advisory and Merchant Banking businesses too.
Kevin is the Global Investment Strategist and a Managing Director at Rothschild & Co Wealth Management, having joined in 2014. He chairs the Asset Allocation committee for Mosaique (Switzerland-based) portfolios.
Alongside his work at Rothschild & Co, Kevin chairs the Regional Growth Board for the Cardiff Capital Region, and is a trustee of the London Music Fund. For nine years to 2018 he was a Governor and Chair of the Finance Committee at the United World College of the Atlantic. In 1994, at Morgan Stanley, he wrote the ‘Celtic Tiger’ report on the Irish economy, still the fastest-growing economy in Western Europe. In 2015 his book Making Sense of Markets was published by Palgrave Macmillan.
Experience
Prior to joining Rothschild & Co, Kevin worked at Barclays Wealth, latterly as CIO (Europe), from 2009. Previously, he worked for more than twenty years as a sell-side economist and strategist at several investment banks. He started his career as an economist at the Bank of England.
Education
Kevin was a scholarship holder at UWC Atlantic College, where he took the IB. He graduated with a BSc (Econ) from the London School of Economics, and an MPhil (Econ) from Cambridge University.
Strategy Blog
Switzerland’s upcoming referendum to cap population at 10 million may tighten migration and risk EU ties, but economic impact likely limited, with living standards, markets and growth resilient over time.
Market Perspective
Global markets remain resilient despite geopolitical tension and rising energy prices, supported by strong earnings and AI-driven optimism. However, elevated valuations, uneven sector dynamics and evolving inflation risks reinforce the importance of disciplined, long-term positioning within an uncertain macroeconomic environment.
Strategy Blog
Despite unresolved conflict and high human costs, markets rebound as investors look beyond short-term risks. Economic data and earnings remain resilient, oil shocks appear contained, and longer-term outlooks seem largely unchanged—for now, for equities overall.
Strategy Blog
Against the backdrop of Middle East conflict, energy disruptions are lifting inflation expectations, pressuring stocks and bonds. Markets now price fewer rate cuts, though growth risks may temper inflation. From here, equities look more vulnerable than bonds overall for now.
Market Perspective
Amid rapid shifts driven by AI, changing market leaders and stretched tech valuations, we break down the forces steering today’s investment landscape. From gold’s standout run to a weakening dollar and renewed geopolitical debate, we show why staying disciplined and anchored in fundamentals is key to navigating 2026.
Strategy Blog
Aging and debt fears are overstated. Economies can grow through productivity, sensible policies, and innovation. Debt shifts resources but isn’t catastrophic. Crises stem from liquidity, not insolvency, and gold‑standard nostalgia is misplaced.