Sarasin Asset Management website uses cookies. A cookie is a small data file placed on your computer which captures information about your choices which allows us to improve your experience of the website, for example, by remembering your country of residence.  By continuing to access this website, you agree to be bound by our Cookie Policy.  You can accept and/or block cookies at any time by changing your browser settings.


Informed analysis and opinion on investment themes and the global economy.

Latest articles

  • 585-Divergence

    The Great Divergence

    08 Jan 2020

    2019 saw just enough growth to support corporate earnings… will this scenario be repeated in 2020?

    Read more
  • 586 - levelling up

    Levelling up - the promise to make a fairer society

    08 Jan 2020

    “Levelling up” – an empty political slogan or the harbinger of something more meaningful?

    Read more
  • Semiconductors

    There's life in the old Law yet

    15 Nov 2019

    For the semiconductor industry, Moore's Law had the power of a credo. Have we lost faith? Global Equity Analyst Josh Sambrook-Smith investigates.

    View article
  • Shareholder-voting

    Shareholders must exercise their democratic rights

    11 Nov 2019

    Voting is the foundation of political democracy. Guest writer David Pitt-Watson explains how it is also the foundation of economic democracy.

    View article