Think Sarasin
View our latest insights on the matters that impact your investments
BEYOND THE BARREL
Q2 2026 HOUSE REPORT
Our latest House Report examines the investment implications of conflict in Iran, both for financial markets – where equities have remained remarkably resilient so far in 2026 – and for the longer-term energy transition.
From another angle, we also examine the dominance of AI-led investing, questioning whether it signals a lasting shift in markets or the risk of a developing bubble.
Latest insights
Investment insights: strategy, stewardship and service in our Charities team
Sarasin & Partners’ offering for Charities is built around three core principles: strategy, stewardship and service. In our latest Insights video, Melanie Roberts, Head of Charities, and Mashrufa Miah, Senior Investment Manager, outline how this works in practice. Among our priorities, the team is focused on helping charities...
Watch video >
New risks, new choices
As investment services for charities grow more sophisticated, careful due diligence is more important than ever, especially with newer, non-specialist providers entering the market. With fewer listed companies available, private market investments can also enhance diversification and potential returns.
Read more >
Portfolio Perspectives: Navigating AI exuberance with valuation discipline
Watch the latest episode of Portfolio Perspectives as Tom Santa-Olalla and Tom Kynge, a Portfolio Manager in our Multi-Asset team, address clients’ questions about concerns of an artificial intelligence-related bubble in equities, the current valuations of companies versus their historical averages, and their outlook for 2026. The discussion...
Watch video >
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....
Read more >
Portfolio Perspectives: The case for alternatives - Gold, Bitcoin and beyond
Watch the latest episode of Portfolio Perspectives, where Tom Santa-Olalla talks with Alastair Baker from our Multi-Asset team about the role of alternatives within client portfolios. For the uninitiated, Alastair explains what exactly constitutes an alternative investment, how these asset classes have performed in recent years, and the...
Watch video >
In the latest episode of Portfolio Perspectives, Tom Santa-Olalla talks with Michael Jervis, Portfolio Manager in our Multi-Asset team, about our new Security theme and how we’re finding diversification in volatile markets.
Watch video >