{"id":8675,"date":"2023-09-12T09:39:51","date_gmt":"2023-09-12T08:39:51","guid":{"rendered":"https:\/\/sarasinandpartners.com\/row\/?p=8675"},"modified":"2023-09-12T09:41:40","modified_gmt":"2023-09-12T08:41:40","slug":"six-minute-strategy-whats-keeping-me-up-at-night","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/row\/think\/six-minute-strategy-whats-keeping-me-up-at-night\/","title":{"rendered":"Six minute strategy &#8211; What&#8217;s keeping me up at night"},"content":{"rendered":"<p>Investors have been surprised by the resilience of economies and equity markets this year. Could this all be too good to be true, and what steps can investors take to protect their portfolios?<\/p>\n<p>Three sources of risk merit particular attention:<\/p>\n<ul>\n<li>US equities are supported by just a handful of super-cap technology companies. This is without precedent and unlikely to be sustainable.<\/li>\n<li>Interest rate rises are yet to be fully felt. Meanwhile, central banks are entering uncharted waters as they begin to reduce their colossal bond holdings.<\/li>\n<li>China\u2019s ban on Apple products is just the latest volley in an intensifying rivalry between the US and China that is unravelling globalisation.<\/li>\n<\/ul>\n<p>Join Guy Monson as he discusses the key risks that investors face and the steps we are taking to help protect our clients\u2019 portfolios.<\/p>\n<p><div class=\"responsive-container\"><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/FQxm5Xcn0yQ?si=KTCZHhR1uEbRNxUb\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/row\/wp-content\/uploads\/sites\/6\/2023\/09\/Six-minute-strategy-11-September_SP.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investors have been surprised by the resilience of economies and equity markets this year. Could this all be too good to be true, and what steps can investors take to protect their portfolios? Three sources of risk merit particular attention: US equities are supported by just a handful of super-cap technology companies. This is without...<\/p>\n","protected":false},"author":19,"featured_media":14226,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,28,148],"tags":[],"coauthors":[81],"class_list":["post-8675","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economicview","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 - What&#039;s keeping me up at night - Sarasin &amp; Partners Global<\/title>\n<meta name=\"description\" content=\"Join Guy Monson as he discusses the key risks that investors face and the steps we are taking to help protect our clients\u2019 portfolios.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/row\/think\/six-minute-strategy-whats-keeping-me-up-at-night\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six minute strategy - What&#039;s keeping me up at night - Sarasin &amp; 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