Think Sarasin

Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage. Does this change where we...

Last Friday marked one year since Russia’s invasion of Ukraine. The geopolitical, energy and food ramifications that were triggered caused extreme concern around the world and threatened a global recession. Thankfully, our worst fears have not materialised. Global growth has been impacted much less than we’d dare hope...

It is difficult for investors to remain upbeat when reading headlines of weak economic growth, nationwide strikes, and relatively high taxation forecasts. What is even more difficult then, is to notice the economic positives that are so easily missed among the noise. In this week's six minute strategy...

Markets have seen a change in tempo since the beginning of the year, as equities continue their recovery initiated in the final quarter of 2022. Chief Market Strategist Guy Monson outlines the three key events that have led to this rally... but is it too soon to sound...