Prior to Edmond de Rothschild, Stephen roles include: Anlyst at Drednser Kleinwort Benson, Associate at Goldman Sachs, Senior Analyst at Cantor Fitzgerald, Investment Manager at Oryx Capital Advisors, Investment Manager at Pacific Capital and Senior Portfolio Manager at Banque Internationale a Luxembourg. Having recently been elected and promoted to Global CIO of Edmond de Rothschild, Stephen also speaks fluent in English, Italian and French with intermediate Spanish and basic-level German.
You will learn about:
- the age-old question of inflation
- Bubble-like comparisons to 2000
- His portfolio approach towards value, growth and quality
- The debate around the recent yield curve flattening, Quantitative Easing, tapering and Jackson's Hole.
*recorded in August 2021*
