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28 March 2024 < 1 min

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. https://youtu.be/E8tmKrQmp20...

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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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