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Q1 2025
HOUSE REPORT TRICKS OF THE TRADE
Despite a turbulent 2024, markets have remained resilient, with geopolitical challenges and regime change in Washington not derailing growth. As we step into 2025, what strategies will define success in navigating the year ahead?
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Portfolio Perspectives: Trump, tariffs and how we're tilting portfolios in tech
In the first episode of our new video series, Tom Santa-Olalla, Senior Associate Partner, talks to Phil Collins, Chief Investment Officer, Multi-Asset, about global portfolio positioning, and what impact the new Trump administration has had on our investment thinking. Having benefited from an overweight stance in equities in...
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Trump's task in turning the page on US regulation
Since the 1950s, the total pages in the US Code of Federal Regulations has grown nearly twentyfold. Rolling back this regulatory burden is to unblocking business growth - one of the biggest challenges for President Trump's team.
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Six Minute Strategy: Update from Washington
Fresh from an on-the-ground visit to the US capital, Chief Market Strategist, Guy Monson, reports from the engine room of President Trump's MAGA revolution. He explains how Trump 2.0 is more decisive, more aggressive, and more transactional than Trump 1.0, helped by the unwavering backing and loyalty of...
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Six Minute Strategy: View from the Oval Office
As the new Trump White House issues a barrage of executive orders, four key presidential priorities have quickly emerged: tax cuts, immigration, deregulation, and tariffs. For investors, key questions are: is there a capable and experienced cabinet driving swift action, and what about the looming challenge of the...
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Managing risk through distinct lenses
As an investment manager, managing risk is always front of mind in how we at Sarasin & Partners serve our clients. Here we outline our thought processes in how we balance different risks, to maximise the possibility of the best outcomes for our clients. At its core, ‘risk’...
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The correction that never was
Investors will remember 2024 as the year of the much-anticipated market correction that never arrived. Despite geopolitical turmoil in Europe and the Middle East, escalating trade tensions with China, and persistently sticky core inflation, every major equity market – barring Brazil – delivered positive returns. Even the Republican...
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