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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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Six minute strategy: The shock that isn’t breaking markets
Iran is proving a more complex challenge than past interventions, with peace talks yet to deliver a lasting outcome and only a fragile ceasefire holding for now. Despite this, markets have remained strikingly calm, raising the question of how long this resilience can last. Guy Monson assesses the situation.
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A pause, not a peace: markets after the Iran ceasefire
Wars are, by their nature, unpredictable. Unlike recent trade conflicts where damage is easily reversible, hot wars, as we have seen with Iran, cannot simply be managed or resolved solely by Washington...
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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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