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HOUSE REPORT - Q2 2024
Staying the course
Investors have experienced a positive first quarter of the year, with markets reaching new highs against a backdrop in which economic and market traffic lights have increasingly turned green.
While this will likely continue to support global equity markets, quality and focus will be key going forward.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
Latest insights
Model Portfolio Service update - April 2024
An update on our Sarasin Model Portfolios Ben Gilbert, model portfolio manager, and Edward Lloyd, deputy portfolio manager, deliver their regular Model Portfolio update following the latest rebalance in line with markets. Watch this latest update below. Download the slides
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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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Future returns: what can multi-asset charity investors expect to achieve?
In the last few years, investors have been confronted with one of the most aggressive bouts of inflation seen in decades. The effects of this were amplified by the falls seen in both equity and bond markets in 2022. While there has been a strong recovery in portfolio...
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Growth without inflation? Immigration can help
Rich economies are benefiting from higher growth with moderate inflation thanks to a surge in immigration. That could boost companies’ earnings potential – and investment returns. The economics of immigration is complex, but one thing is clear: the recent surge in new arrivals to developed economies has been...
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