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House Report Q1 2023
In this issue of the Sarasin House Report our Chief Market Strategist, Guy Monson highlights the wealth of thematic opportunities that are becoming available to long-term investors but asks for ‘patience please’ as central bankers go about their work over the coming months.
Economist Niloofar Rafiei considers the impact that ending China’s lockdowns will have in the global economy, and we introduce our private equity team - Sarasin Bread Street - who explain why recessions can be a good time to invest in this long-term asset class.
Our experts also examine how to build resilience in charity portfolios in 2023 and what we are doing to promote diversity and inclusion, both here at Sarasin and among our investee companies.
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Banks fall victim to the battle against inflation
Sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to delay further rises while they assess the damage. This is not a time for bravery in portfolio construction: we maintain a modest underweight to global equities. After the Financial...
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Six minute strategy - How deep is the crisis?
Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage. Does this change where we...
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Mind the advice gap - how to turn new regulation into positive outcomes
With Sustainability Disclosure Requirements (SDR) and Consumer Duty on the horizon for asset managers, Deputy Chief Investment Officer, Henry Boucher, and Senior Associate Partner, Ben Gilbert take us through the ever-changing regulatory landscape and how to turn these into positive outcomes for you and your clients. In this...
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Last man standing: Is Japan finally on the verge of tightening monetary policy?
Alone among major central banks, the Bank of Japan (BoJ) has stuck to its expansionary monetary policy, but at the cost of a depreciating yen and rising inflation. The incoming governor of the BoJ looks set to overhaul Japan’s approach to yield control; if he does, the implications...
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