Think Sarasin
View our latest insights on the matters that impact your investments
Featured
House report Q4 2020
A delicate balancing act
In this quarter's edition of the House Report, we ask how, in the midst of the worst economic downturn in living memory, is it possible that the majority of global asset prices are higher than they were before the virus emerged last December.
Start readingLatest insights
The Brexit dust begins to settle
The UK’s departure from the European Union took effect on 31 January 2020, but for many observers the more momentous date was the ending of the transition period eleven months later, at the end of 2020. Six months after this milestone, we take stock of the ensuing political…
Read more >
The week in markets – 28 July 2021
Welcome to your weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last week. UK survey data shows activity growth slowed sharply in July as Delta variant spread PMI surveys, which indicate how confident managers are feeling about the outlook for their…
Read more >
Six minute strategy: Have we seen peak growth?
The economic recovery is finally back on track. World GDP looks as though it will top 6.1% this year, the highest since the early 70s, taking the world economy back to its pre-pandemic level. However, there are some causes for uncertainty such as the growing concern of the…
Read more >
The week in markets – 21 July 2021
Welcome to your weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last week. US consumer prices continue to rise causing nervousness amongst consumers The US consumer prices index (CPI) increased by 5.4% in June compared to a year ago. Economists had…
Read more >