Think Sarasin
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Latest insights
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.
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Mind the gap - not fiscal but productivity
We believe that Labour’s plans for the UK economy lack vision, ambition and speed. It is fixated on budget arithmetic, but fiscal rules alone...
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Out of scope, out of mind: rethinking carbon accounting
Decarbonisation strategies must be rooted in market fundamentals not carbon footprinting. Emissions scopes are good for measurement but not for management.
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Smarter consumption and the shifting balance of power in retail
Our Evolving Consumption theme examines how shopping habits change as generations, culture, and technology shift...
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Optimism for equities and a focus on quality
Global equity markets pushed higher again in the third quarter of the year, their sixth consecutive positive month (when measured in US dollar terms)...
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Ethical conundrums for charity investors
As we move towards a more fragmented, multipolar world, charity investors continue to face the dilemma of aligning their financial goals with their charity’s values, purpose, and the interests of their wider stakeholders....
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