Sarasin Virtual Spring Seminar Week 2021
Spring Seminar Week 2021
Our 2021 Spring Seminar marked the 1st anniversary of our new virtual world. We have all missed the diversified personal contact we were used to and there are few obvious silver linings to the COVID cloud. However, the technology developed over the past decade has enabled us to engage with each other without having to leave our homes.
This year we produced a shorter main event with pairs of speakers designed to avoid lengthy onscreen monologues. The core session was complimented by five stand-alone ‘Breakfast Briefings’ to allow a deeper dive into each of our core investment themes.
|Speaker and topic||Watch the presentation||Download the slides|
|The strategic landscape: are we at a critical juncture?|
Subitha Subramaniam, Niloofar Rafiei
|Back to the future|
James Hutton and Melanie Roberts
|Thematic stock selection and active ownership in the 2020s|
Jerry Thomas and Therese Kieve
|The coming sustainable bond revolution|
|The next 12 months - tactics and portfolio positioning|
Josh Sambrook-Smith and Megan Brennan
Alex Cobbold and Katherine Hussein
Alex Hunter and Allanah du Plessis
Jeneiv Shah and Tom Kight
Ben McEwen and Natasha Landell-Mills
For the best experience, we suggest you watch the presentations in their original order. For each presentation, click on the video link to launch the presentation recording. If you wish to download the accompanying slides, click on the PDF links.