
Think Sarasin
View our latest insights on the matters that impact your investments
Q2 2025 HOUSE REPORT
SECURITY: A NEW THEME SHAPING OUR INVESTMENT APPROACH
We have updated our global thematic approach to investing by introducing a sixth major theme: Security. What does this entail, and why introduce it now?
Read the full articleLatest insights
In the first episode of our new video series, Tom Santa-Olalla, Senior Associate Partner, talks to Phil Collins, Chief Investment Officer, Multi-Asset, about global portfolio positioning...
Watch video >Could your charity benefit from taking a ‘total return’ approach?
Trustees face a balancing act to ensure they generate sufficient income for current beneficiaries, while growing income over time so that future beneficiaries have the same spending power, after the effects of inflation. In the past, a charity with permanently endowed capital was restricted to...
Read more >Portfolio Perspectives: Trump, tariffs and how we're tilting portfolios in tech
In the first episode of our new video series, Tom Santa-Olalla, Senior Associate Partner, talks to Phil Collins, Chief Investment Officer, Multi-Asset, about global portfolio positioning...
Watch video >Managing risk through distinct lenses
As an investment manager, managing risk is always front of mind in how we at Sarasin & Partners serve our clients. Here we outline our thought processes in how we balance different risks, to maximise the possibility of the best outcomes for our clients. At its core, ‘risk’...
Read more >Impact, sustainability, and social investments: what do they mean for charity investors?
We have written multiple articles over the years trying to make sense of the terminology and practices relating to ethical investing, stewardship, and everything ESG (environmental, social and governance). This time our attention turns to the word ‘impact’, with many charities looking to align at least a part...
Read more >Endowments: stability in an uncertain world
Charitable organisations utilise a range of strategies to fund their projects and ensure they have a lasting impact. Among these, the charity endowment represents a core source of financial stability, insulating charities from more volatile and inconsistent sources of funding, such as legacies and donations, particularly during periods...
Read more >