Think Sarasin
View our latest insights on the matters that impact your investments
Latest insights
A pause, not a peace: markets after the Iran ceasefire
Wars are, by their nature, unpredictable. Unlike recent trade conflicts where damage is easily reversible, hot wars, as we have seen with Iran, cannot simply be managed or resolved solely by Washington...
Read more >
Investment insights: strategy, stewardship and service in our Charities team
Sarasin & Partners’ offering for Charities is built around three core principles: strategy, stewardship and service. In our latest Insights video, Melanie Roberts, Head of Charities, and Mashrufa Miah, Senior Investment Manager, outline how this works in practice. Among our priorities, the team is focused on helping charities...
Watch video >
Six minute strategy: Markets in the Crossfire: Iran, Oil and the Midterm Countdown
US and Israeli strikes on Iran continue despite limited historical evidence that air power alone can collapse regimes. The conflict is straining US Gulf allies, pressuring the US economy through higher fuel costs, and threatening global energy supplies via the Strait of Hormuz. Guy Monson assesses the impact on investors.
Watch video >
Six minute strategy: The new geopolitics of capital
Turbulent US policy, rising geopolitical tensions and $650bn in AI investment – what this shifting global landscape means for growth and portfolios in 2026.
Watch video >
Six Minute Strategy: Opportunities for a fragmented world
After what had been an almost uninterrupted bull run across global equity markets following President Trump’s ‘Liberation Day’ speech on 2 April, markets have finally paused for breath.
Watch video >
Six Minute Strategy: Can global earnings continue to defy gravity?
After what had been an almost uninterrupted bull run across global equity markets following President Trump’s ‘Liberation Day’ speech on 2 April, markets have finally paused for breath.
Watch video >