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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 our outlook for the year ahead.
Latest insights
Six minute strategy - The last mile is often the hardest
The last mile is proving difficult for central bankers. Feisty inflation data is delaying interest rate cuts and pushing up bond yields. On the bright side, a stronger economy is good for underlying earnings. Guy Monson looks into what this late-cycle growth could mean for markets and portfolios....
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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. Download...
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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?...
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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...
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