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Q1 2026 HOUSE REPORT
LOOSE MONEY HARD POWER
Fresh into 2026, our latest House Report explores the themes shaping the months ahead, from the resilience of risk assets amid geopolitical tension and renewed Trump-era unpredictability, to the risks around elevated AI valuations and the payback from data-centre investment.
Latest insights
How an oil crisis accelerates energy transition
Energy shocks may boost fossil fuels briefly, but reinforce the shift to cleaner energy systems.
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Accountability is security
Strong governance and shareholder rights are critical to market stability in a more uncertain world.
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Procedures, not prices: healthcare’s next growth model
Georgie Flowers surveys some important innovations and developments in the healthcare sector, often accessed by Sarasin through our Ageing theme.
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How AI is reshaping the economic landscape
How has this AI revolution reshaping the economic landscape? Investors may be entering not just a new technology cycle, but a different capital environment altogether.
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The anatomy of a bubble
History is littered with financial ‘bubbles’. What lessons can we learn from past crashes, and are there any asset classes today that warrant close scrutiny for signs of excess?
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Six minute strategy: The shock that isn’t breaking markets
Iran is proving a more complex challenge than past interventions, with peace talks yet to deliver a lasting outcome and only a fragile ceasefire holding for now. Despite this, markets have remained strikingly calm, raising the question of how long this resilience can last. Guy Monson assesses the situation.
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