Latest insights

27 March 2024 2 mins

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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27 March 2024 2 mins

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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22 March 2024 2 mins

Regime change and the art of navigation

“Critical junctures are not deterministic; they create opportunities for different choices to be made." —Daron Acemoglu, author of Why Nations Fail, interview with The Next Web The world is shifting to a new macro-economic regime. Such critical junctures call for adaption but also offer us opportunities – what...

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19 March 2024 2 mins

Fixing food: food security in an insecure world

The global food system faces a trilemma of geopolitical risks, climate change and rising production costs. Finding solutions opens up an array of enduring investment themes. Many people hope that the high food prices caused by the pandemic’s dislocation of supply chains and the war in Ukraine will...

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