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Q1 2026 HOUSE REPORT
LOOSE MONEY HARD POWER
Fresh into 2026, our latest House Report explores the themes shaping the months ahead, from the resilience of risk assets amid geopolitical tension and renewed Trump-era unpredictability, to the risks around elevated AI valuations and the payback from data-centre investment.
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Investment insights: strategy, stewardship and service in our Charities team
Sarasin & Partners’ offering for Charities is built around three core principles: strategy, stewardship and service. In our latest Insights video, Melanie Roberts, Head of Charities, and Mashrufa Miah, Senior Investment Manager, outline how this works in practice. Among our priorities, the team is focused on helping charities...
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Six minute strategy: Markets in the Crossfire: Iran, Oil and the Midterm Countdown
US and Israeli strikes on Iran continue despite limited historical evidence that air power alone can collapse regimes. The conflict is straining US Gulf allies, pressuring the US economy through higher fuel costs, and threatening global energy supplies via the Strait of Hormuz. Guy Monson assesses the impact on investors.
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Escalation in the Middle East: Another step toward Global Fragmentation
Markets have reacted following the US and Israel’s coordinated military strikes on Iran. While a fast-moving situation, Sarasin has been monitoring developments in the Middle East closely for some time and we remain vigilant.
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Six minute strategy: The new geopolitics of capital
Turbulent US policy, rising geopolitical tensions and $650bn in AI investment – what this shifting global landscape means for growth and portfolios in 2026.
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Investment insights: our commitment to stewardship
At Sarasin, engaged stewardship has long been at the heart of our global, thematic approach to investing. In the latest in our Investment Insights video, Natasha Landell-Mills, Head of Stewardship, and Julia Shatikova, Ownership Lead, talk though how we work as long-term stewards of our clients’ assets. The...
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Six minute strategy: Loose money, hard power
Guy Monson looks to address the question whether the extraordinary resilience of risk assets that we saw in 2025 can now be sustained into 2026.
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