Think Sarasin
View our latest insights on the matters that impact your investments
Featured
House Report Q2 2022
As financial markets enter a new paradigm, we explore what a quiet revolution could mean for investors in our latest House Report.
Start readingLatest insights
Model Portfolios update - May 2022
Ben Gilbert, who manages our model portfolios, takes a look at how markets have affected them over the past month, and updates on performance in our latest model portfolio update:
Watch video >
The week in markets - 18 May 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. UK GDP and inflation data point to economic downturn UK gross domestic product (GDP) declined in March by 0.1% and inflation continued to surge, sparking concerns that...
Read more >
The week in markets - 11 May 2022
Welcome to the weekly macroeconomic round-up, where we spotlight a few of the most significant events in the last few weeks. Stock markets turn bearish as Fed raises rates As expected, the US Federal Reserve (Fed) increased its base rate by 0.5% to a target range of 0.75%...
Read more >
Six minute strategy - Were central banks asleep at the wheel
Last night, Chairman Powell lifted US interest rates by 0.5%, the first rate rise of this magnitude since 2000. Markets broadly welcome the decision, however, this is aggressive. In addition, the Fed will start to reduce its vast holdings of US treasury bonds from 30 June at a...
Watch video >