{"id":30372,"date":"2025-12-11T11:00:34","date_gmt":"2025-12-11T11:00:34","guid":{"rendered":"https:\/\/sarasinandpartners.com\/ie\/?p=30372"},"modified":"2026-01-29T14:55:00","modified_gmt":"2026-01-29T14:55:00","slug":"six-minute-strategy-opportunities-for-a-fragmented-world","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/ie\/think\/six-minute-strategy-opportunities-for-a-fragmented-world\/","title":{"rendered":"Six Minute Strategy: Opportunities for a fragmented world"},"content":{"rendered":"<p>While equity markets climbed in 2025, this often appeared counterintuitive given the challenges facing the global economy \u2013 including intensifying geopolitical rivalry and rising tariff barriers. The risk-led rally that followed US President Trump\u2019s 2 April speech on tariffs was driven largely by retail flows, high-frequency traders and indexing strategies, at the expense of long-term quality investors. This proved a challenging period for Sarasin\u2019s more defensive, thematic portfolios, which did not participate in this \u2018rush to risk\u2019.<\/p>\n<p>Looking ahead to 2026, Guy Monson believes the backdrop should be more supportive. Global growth is likely to run hot ahead of the US mid-term elections, while inflation remains only modestly above target \u2013 conditions that should support equity markets and allow quality stocks to lead once again.<\/p>\n<p>However, 2026 will also be a year of fragmentation \u2013 economically, politically and technologically. We expect a world of competing global powers, new tariff regimes and a renewed drive to increase defence spending. In his outlook, Guy highlights <b>five key opportunities for investing in today\u2019s fragmenting world<\/b> \u2013 ideas that can help drive performance and build stronger, more resilient global portfolios.<\/p>\n<p>Watch the video below.<\/p>\n<p><div class=\"responsive-container\"><iframe title=\"NEW EPISODE: Opportunities for a fragmenting world [Six Minute Strategy]\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/1bk3-PAEywA?feature=oembed&enablejsapi=1&origin=https:\/\/sarasinandpartners.com\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/wp-content\/uploads\/2025\/12\/Six-Minute-Strategy-December-10-2025-SP-web.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>After what had been an almost uninterrupted bull run across global equity markets following President Trump\u2019s \u2018Liberation Day\u2019 speech on 2 April, markets have finally paused for breath.<\/p>\n","protected":false},"author":19,"featured_media":16639,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,248,28,148],"tags":[],"coauthors":[81],"class_list":["post-30372","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economicview","category-financial-adviser","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six Minute Strategy: Opportunities for a fragmented world - Sarasin &amp; 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