Rothschild: Macroeconomic Risks Suggest Hedging Is Prudent

Rothschild Wealth Management just published their Rothschild Market Newsletter for March, a copy of which was reviewed by ValueWalk. Chief Investment Officer Dirk Weidman makes the case that 2014 will be a year of continued recovery in the financial markets, but he does highlight a number of risks that could upset the economic apple cart over the next few quarters.

Equities are the place to be, thinks Rothschild

The March Rothschild Newsletter argues that relatively clear economic skies ahead means equities are the place to be. “Although valuations are starting to look stretched following an extended period of strong returns, we continue to favour equities as the most attractive asset class…” They argue that...