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How an oil crisis accelerates energy transition
Energy shocks may boost fossil fuels briefly, but reinforce the shift to cleaner energy systems.
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Procedures, not prices: healthcare’s next growth model
Georgie Flowers surveys some important innovations and developments in the healthcare sector, often accessed by Sarasin through our Ageing theme.
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How AI is reshaping the economic landscape
How has this AI revolution reshaping the economic landscape? Investors may be entering not just a new technology cycle, but a different capital environment altogether.
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The anatomy of a bubble
History is littered with financial ‘bubbles’. What lessons can we learn from past crashes, and are there any asset classes today that warrant close scrutiny for signs of excess?
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Six minute strategy: The shock that isn’t breaking markets
Iran is proving a more complex challenge than past interventions, with peace talks yet to deliver a lasting outcome and only a fragile ceasefire holding for now. Despite this, markets have remained strikingly calm, raising the question of how long this resilience can last. Guy Monson assesses the situation.
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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...
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