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House report Q1 2023
In this issue of the Sarasin House Report our Chief Market Strategist, Guy Monson highlights the wealth of thematic opportunities that are becoming available to long-term investors but asks for ‘patience please’ as central bankers go about their work over the coming months.
Economist Niloofar Rafiei considers the impact that ending China’s lockdowns will have in the global economy, and we introduce our private equity team - Sarasin Bread Street - who explain why recessions can be a good time to invest in this long-term asset class.
Our experts also examine what we are doing to promote diversity and inclusion, both here at Sarasin and among our investee companies.
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Banks fall victim to the battle against inflation
Sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to delay further rises while they assess the damage. This is not a time for bravery in portfolio construction: we maintain a modest underweight to global equities. After the Financial...
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Six minute strategy - How deep is the crisis?
Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage. Does this change where we...
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Six minute strategy - One year on...
Last Friday marked one year since Russia’s invasion of Ukraine. The geopolitical, energy and food ramifications that were triggered caused extreme concern around the world and threatened a global recession. Thankfully, our worst fears have not materialised. Global growth has been impacted much less than we’d dare hope...
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Six minute strategy - The outlook for sterling
It is difficult for investors to remain upbeat when reading headlines of weak economic growth, nationwide strikes, and relatively high taxation forecasts. What is even more difficult then, is to notice the economic positives that are so easily missed among the noise. In this week's six minute strategy...
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