Securing tomorrow
Global investment manager, investing thematically and responsibly on behalf of charities, private clients, institutions and investment professionals
Q2 2024
HOUSE REPORT STAYING THE COURSE
Welcome to the spring edition of the Sarasin House Report.
Investors have experienced a positive first quarter of the year, with markets reaching new highs against a backdrop in which economic and market traffic lights have increasingly turned green.
While this will likely continue to support global equity markets, quality and focus will be key going forward.
Guy Monson, our Chief Market Strategist, sets out what investors should focus on.
Read moreFinding thematic investment opportunities
Investing in the megathemes shaping the world helps us find the most compelling long-term opportunities.
Paris-aligned accounting is vital to deliver climate promises
Until we have Paris-aligned numbers at all companies, we cannot have confidence that companies will deliver their Paris promises.