Think Sarasin
View our latest insights on the matters that impact your investments
Featured
House report Q4 2022
After years of extraordinarily low interest rates, the return to normality was never going to be easy.
As central banks raise rates against a backdrop of ongoing conflict in Ukraine, extended lockdowns in China, and a political merry-go-round in the UK, it is no surprise that markets are unsettled.
In the latest House Report, our investment experts explore the current issues facing investors today and search for the opportunities amongst the turmoil.
Download the full reportLatest insights
Six minute strategy - Has the UK rediscovered fiscal prudence?
With the UK economy now in recession, inflation above 11% and industrial action likely across the public sector, it is easy to become a permabear of UK assets. However, with sterling climbing sharply over the quarter and the latest budget "striking the right balance between fiscal responsibility and...
Watch video >
The week in markets - 16 November 2022
As we eagerly anticipate the chancellor's Autumn Statement, we focus on US inflation and what the decline in UK GDP means for markets. US CPI surprises to the downside, stock markets soar US inflation figures showed a slowing in the rate of price rises, up 7.7% over 12...
Read more >
Six minute strategy - What's keeping us up at night?
Small but steady moves in the market and political paralysis in the US have seen a quiet recovery in equities over the past week... but we're not out of the woods yet. A lack of disposable income in the UK, increased quantitative tightening from the central bank, and...
Watch video >
The week in markets - 9 November 2022
This week we take a look at the recent interest rate hikes in both the US and UK. Read on to see what this means for markets... US Federal Reserve increased interest rates by 0.75% in response to resilient data The Fed raised interest rates by 0.75% last...
Read more >