Think Sarasin
View our latest insights on the matters that impact your investments
HOUSE REPORT - Q1 2024
True grit
As we look back on 2023, the real surprise for investors was not the succession of geopolitical shocks, but rather the extraordinary resilience of the world economy.
Can it pull off the same trick in 2024?
Guy Monson, Chief Market Strategist, shares the outlook for the coming year.
Read the full articleLatest insights
Six minute strategy - So, what could go wrong?
When market traffic lights are turning green is precisely when investor complacency creeps in. Three areas of potential risk merit attention: Equity valuations and excessive concentration Unusually high government deficits Geopolitical risks and tariffs. Join Guy Monson as he considers what these risks might mean for portfolios. https://youtu.be/E8tmKrQmp20...
Watch video >Decoding creativity: AI unveiled
At Sarasin’s Spring Seminars, Josh Sambrook-Smith, Equity Analyst, took attendees on a tour behind the AI curtain. Artificial intelligence (AI) has undeniable potential to improve our lives in myriad ways. For investors, the key questions are: who will ultimately benefit from AI, and is this a responsible investment?...
Read more >Net Zero – the upside
In a Q&A session at Sarasin & Partners’ 2024 Spring Seminars, Natasha Landell-Mills, Partner and Head of Stewardship and Ben McEwen, Climate Analyst discussed progress towards net zero and its often-overlooked investment upside. There can be little doubt that climate change is one of the biggest threats we...
Read more >Regime change and the art of navigation
“Critical junctures are not deterministic; they create opportunities for different choices to be made." —Daron Acemoglu, author of Why Nations Fail, interview with The Next Web The world is shifting to a new macro-economic regime. Such critical junctures call for adaption but also offer us opportunities – what...
Read more >